Otter.ai Prompt for Meeting Notes

This prompt helps you transform raw Otter.ai transcripts into organized, actionable meeting notes with clear takeaways and next steps. Perfect for project managers, team leads, and anyone who needs to capture meeting outcomes without manual note-taking. Otter.ai will process your recording into structured summaries that your team can actually use.

Works Best With: Otter.ai | Also works with: Fireflies.ai, Fathom, Microsoft Copilot

The Prompt

Review this meeting transcript and create organized meeting notes.

Meeting details:
– Meeting type: [TEAM SYNC, CLIENT CALL, PROJECT REVIEW, etc.]
– Attendees: [LIST NAMES OR ROLES]
– Primary goal: [WHAT THE MEETING WAS ABOUT]

From the transcript, extract and organize:
1. Meeting summary (2-3 sentences)
2. Key discussion points with main takeaways
3. Decisions made (who decided what)
4. Action items with owners and deadlines
5. Parking lot items (topics deferred for later)
6. Next steps and follow-up needed

Format for easy skimming with headers and bullet points.
Skip small talk and off-topic tangents.
Focus on what matters for follow-through.

When to Use This Prompt

• You need to share meeting outcomes with people who couldn’t attend
• You want to track action items and commitments made during discussions
• You’re managing multiple projects and need searchable meeting archives
• You want to focus on the conversation instead of frantically typing notes

What You’ll Get

The AI will transform your raw transcript into professional meeting notes with a brief summary of what was discussed, organized bullet points of key topics and insights, clear documentation of decisions with attribution, actionable items assigned to specific people with deadlines, topics that were tabled for future discussion, and concrete next steps for follow-up. The notes are formatted for easy scanning and sharing with your team.

Why This Prompt Works

• Structured extraction: The 6-part framework ensures nothing important gets missed, from decisions to deferred topics

• Action-oriented focus: Emphasizing owners and deadlines creates accountability instead of vague “we should” statements

• Noise filtering: Instructing the AI to skip small talk and tangents keeps notes focused on what matters

• Scannable format: Requesting headers and bullets makes notes useful for busy people who need quick reference

How to Customize This Prompt

1. [MEETING TYPE] — Specify the context: “weekly standup,” “client discovery call,” “quarterly planning session”
2. [LIST NAMES OR ROLES] — Include participants so action items can be properly assigned
3. [WHAT THE MEETING WAS ABOUT] — State the primary purpose to help AI prioritize relevant content
4. Add client context: For client calls, include “note any client concerns or requests separately” to flag important items
5. Specify urgency: Add “flag any urgent items that need immediate attention” for time-sensitive meetings
6. Custom sections: Include additional categories like “risks identified” or “budget discussions” for specific meeting types

Pro Tips

• Tag speakers by role: If Otter.ai identified speakers, ask it to attribute key points to specific people for clearer accountability

• Create templates: Save different prompt versions for recurring meeting types (1-on-1s, standups, retrospectives) with custom sections

• Link to project management: Ask Otter.ai to format action items in a way that’s easy to copy into your task management tool

• Time-stamp critical moments: Request “include timestamps for key decisions” so you can quickly find important discussion points in the recording