What you'll accomplish
By the end of this guide, you'll have Otter.ai set up on your phone or computer to automatically transcribe and summarize your in-person and virtual advising appointments. Instead of writing notes from memory after each session, you'll have an AI-generated summary to review, edit lightly, and paste into Navigate — in about 2 minutes instead of 10–15.
What you'll need
How-To Guide: Transcribe Advising Appointments with Otter.ai
What you should see: You'll land on the Otter home screen showing "My Conversations" — currently empty. No errors. Troubleshooting: If you're blocked from creating an account on a work device, use a personal device — Otter is a personal tool you own, not an institutional system.