# Otter.ai: what it does, who it is for and alternatives > Otter.ai: Joins your meetings, transcribes them live and writes summaries with action items. Ask the meeting agent questions afterward. Source: https://learn.ynteractive.com/content/ai-tools/tool/otter-ai · Updated 2026-10-20 · Free from Stepthrough (https://learn.ynteractive.com) Updated October 20, 2026 · By [Robert Breen](https://learn.ynteractive.com/content/about) Joins your meetings, transcribes them live and writes summaries with action items. Ask the meeting agent questions afterward. [Meetings & notes](https://learn.ynteractive.com/content/ai-tools/meetings-notes) · Free plan Official site: [otter.ai](https://otter.ai) ## What Otter.ai does Otter can send its agent to Zoom, Teams or Google Meet calls from your calendar, or record without a bot using its Mac and Windows apps. Before calls it can send briefing notes, and afterward Otter AI Chat searches across your meetings to draft follow-ups, while sales teams can push deal notes to Salesforce or HubSpot. ## Who Otter.ai is for - Sales reps - Project managers - Consultants - Recruiters ## Key features - Meeting agent joins Zoom, Microsoft Teams and Google Meet - Bot-free recording with Mac and Windows desktop apps - Live transcription with speaker recognition - Otter AI Chat searches across meetings and connected apps - Pre-call briefings and live coaching prompts - Pushes deal notes and next steps to Salesforce and HubSpot ## Privacy and data Otter.ai says it holds a SOC 2 Type 2 report, encrypts stored data with AES-256, and does not let third-party AI providers train on customer data; it de-identifies user data before training its own models. Source: [Otter.ai’s own page](https://otter.ai/privacy-security). Before you put client data in, check your company’s AI rules and the plan’s data settings. ## Learn Otter.ai free on Stepthrough - Comparison: [Fathom vs Fireflies vs Otter for client meetings](https://learn.ynteractive.com/content/compare/fathom-vs-fireflies-vs-otter) - Comparison: [The best AI meeting assistant for accountants and bookkeepers](https://learn.ynteractive.com/content/compare/best-ai-meeting-assistant-for-accountants) - Comparison: [The best AI meeting note takers for client calls in 2026](https://learn.ynteractive.com/content/compare/best-ai-meeting-note-takers) - Glossary: [Otter.ai](https://learn.ynteractive.com/content/glossary/otter-ai) ## Alternatives to Otter.ai Other AI notetakers in the directory. - [**Granola**](https://learn.ynteractive.com/content/ai-tools/tool/granola) Free plan An AI notepad that transcribes meetings from your computer, with no bot joining the call. It turns your quick notes into full notes, action items and follow-up emails, and shares them to Slack, Notion or HubSpot. - [**CoHear**](https://learn.ynteractive.com/content/ai-tools/tool/cohear) Free plan Turns recorded sessions into notes, action items and handouts. Useful for training sessions and team meetings. - [**OLVA**](https://learn.ynteractive.com/content/ai-tools/tool/olva) Free plan A private AI assistant that helps you during live client calls with notes and prompts. Built for consultants and advisors. - [**Fireflies.ai**](https://learn.ynteractive.com/content/ai-tools/tool/fireflies-ai) Free plan Records, transcribes and summarizes calls on Zoom, Teams and Meet. Searchable notes and CRM updates for sales teams. - [**Fathom**](https://learn.ynteractive.com/content/ai-tools/tool/fathom) Free plan A free AI notetaker that records calls and writes instant summaries and action items. Syncs notes to your CRM. - [**tl;dv**](https://learn.ynteractive.com/content/ai-tools/tool/tl-dv) Free plan Records and transcribes Zoom, Meet and Teams calls, writes AI notes from meeting templates and pushes them to tools like HubSpot, Slack and Notion. Pin key moments during the call. [All 33 AI notetakers](https://learn.ynteractive.com/content/ai-tools/meetings-notes) ## Frequently asked questions **What is Otter.ai?** Joins your meetings, transcribes them live and writes summaries with action items. Ask the meeting agent questions afterward. Otter can send its agent to Zoom, Teams or Google Meet calls from your calendar, or record without a bot using its Mac and Windows apps. Before calls it can send briefing notes, and afterward Otter AI Chat searches across your meetings to draft follow-ups, while sales teams can push deal notes to Salesforce or HubSpot. **Who is Otter.ai for?** Otter.ai fits sales reps, project managers, consultants and recruiters, and other office teams with the same job to do. **Is Otter.ai free?** Otter.ai has a free plan; paid plans add more usage or features. Plans change often, so check the official pricing page before you commit. **What are some alternatives to Otter.ai?** Other AI notetakers include Granola, CoHear, OLVA, Fireflies.ai and Fathom. **Is Otter.ai safe for work data?** Otter.ai says it holds a SOC 2 Type 2 report, encrypts stored data with AES-256, and does not let third-party AI providers train on customer data; it de-identifies user data before training its own models. Check your own company’s rules, and use a business plan with training turned off for client data. ## “Listed on Stepthrough” badge Add this badge to the Otter.ai website, press page or docs. It links to this page, so your visitors can see the listing. Copy the HTML ```text Listed on Stepthrough ``` Checked against Otter.ai’s official site on October 20, 2026: [source 1](https://otter.ai), [source 2](https://otter.ai/privacy-security). Spotted something out of date? Email [rbreen@ynteractive.com](mailto:rbreen@ynteractive.com). Listings are free; [submit your AI tool](https://learn.ynteractive.com/content/ai-tools/submit). [The full AI tools directory](https://learn.ynteractive.com/content/ai-tools) · [Meetings & notes](https://learn.ynteractive.com/content/ai-tools/meetings-notes) · [Tool comparisons](https://learn.ynteractive.com/content/compare)