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How to govern Otter.ai

Meeting recording and transcription that turns conversations into stored, searchable personal data.

Otter.ai · Reviewed when the vendor ships a capability change or a customer declares the tool

How Otter.ai is used

We see one common way businesses use Otter.ai, and we govern it on its own terms. If your team uses it differently, that is fine: you describe the use in your own words and Certrak works out the governance from what it actually does.

Meeting notes and transcription

Consequence to people: Medium

Recording, transcribing, and summarising meetings, calls, or voice memos

Personal informationEvery output reviewedInternal use only
  • Review rhythm: Quarterly review
  • Governance is mostly about: Safe everyday use; What it may be given; Checking what it produces

Governing Otter.ai in practice

  1. Name one person who owns Otter.ai in your business. Governance starts with a name.
  2. Write down what Otter.ai is used for. Certrak recognises one common use: Meeting notes and transcription. Yours may differ; write down yours.
  3. Decide what Otter.ai may and may not be given. Personal information is in scope for some uses; write the boundary down before it is needed.
  4. Agree that a person reviews every output before it is used, and name who.
  5. Look at this again every quarter, and sooner on any of these: industry incidents, vendor model updates and data classification changes.