ACE-TDD-05BeginnerTier 3 · Specialist
Otter.ai & Fireflies: AI Meeting Intelligence
Use Otter.ai and Fireflies to capture meetings, find key moments, and turn conversations into useful follow-up.
What you’ll explore
- Explain what AI meeting intelligence tools do (transcription, summary, action items, search), compare Otter.ai and Fireflies on features, integrations and best use at the time of writing, and apply recording consent and privacy practice in general terms
- Set up a meeting tool with calendar integration, sensible bot behaviour and recording settings, and confirm what the vendor's data and privacy settings say before using it
- Set up a second tool with workspace, Notetaker and customer-list connections, and improve transcript accuracy with custom vocabulary and speaker names
- Review, edit and distribute AI-generated summaries, and extract action items with a named owner and a stated due date, catching misattributed or vague items
- Search a transcript archive, decide whether a customer-list connection suits the work, and document a repeatable meeting-to-action workflow with a human review checkpoint
Course outline
01What AI Meeting Intelligence Does, Comparing the Tools, and Consent First60 min
02Setting Up Your First Tool: Calendar, Meeting Bot and Recording Settings60 min
03Setting Up the Second Tool, Integrations and Transcript Accuracy60 min
04Summaries and Action Items: Review, Edit, Distribute60 min
05Search, Customer-List Connections and Your Meeting-to-Action Workflow60 min
Who it’s for
Professionals who attend regular meetings and want AI to handle transcription, notes and follow-ups Owner-operators and small team leaders who run their own meetings and chase their own action items Administrators and coordinators who write up minutes and want a safer, faster first draft