123 Notetaker AI: Microsoft Teams marketplace app from BlueSky Apps that shows live transcription in the Teams sidebar and emails AI meeting notes afterward. CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. Below, they line up on price, capture method, and how each fits a real meeting stack.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist 123 Notetaker AI when teams-centric organizations that do not have or want copilot licenses matters most, and CogniCor when turning client meeting notes into crm tasks and follow-up communications matters most. Run both through a week of actual calls to see which suits your workflow.
Microsoft Teams marketplace app from BlueSky Apps that shows live transcription in the Teams sidebar and emails AI meeting notes afterward.
AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM.
123 Notetaker AI is an AI meeting notes and transcription app for Microsoft Teams, built by BlueSky Apps. It runs entirely inside the Teams interface and does not depend on Microsoft Copilot, giving teams an independent option for capturing meetings. During a call, participants can open the app from the meeting window to follow AI-powered transcription that appears in real time in the Teams app sidebar. After the meeting ends, 123 Notetaker AI generates a summary and emails the meeting notes, while transcripts and notes are stored in the user's BlueSky account for later reference. Because it is installed from the Microsoft commercial marketplace and operates within Teams rather than as a browser overlay or external bot, it fits organizations that want note-taking contained in their existing Teams workflow. BlueSky Apps offers a family of conferencing add-ons across Teams, Zoom, and Google Meet, and provides a free plan with paid upgrades for additional capacity and features. The app is currently listed and operating in 2025-2026, and is documented in the company's help center and several third-party Teams tool roundups. Pricing varies by plan. Check the official website for current pricing.
Best suited for
CogniCor is a generative AI assistant platform for financial advisors at RIAs, broker-dealers, and wealth management firms, designed to automate the administrative work surrounding client meetings. Rather than operating as a standalone app, CogniCor embeds directly into CRMs such as Salesforce and Redtail and is available on the Salesforce AppExchange, so its meeting prep, note-taking, and follow-up capabilities run within the advisor's existing tech stack. The platform automates pre-meeting preparation including agenda creation and form-finding, captures and organizes meeting notes, and turns those notes into tasks, case creation, and client communications afterward. It also handles related advisor workflows such as custodian alert management, NIGO form automation, eAuthorizations, and knowledge management. CogniCor connects with planning and operations tools including eMoney and Orion in addition to its CRM integrations. The company targets larger RIAs, broker-dealers, and enterprise wealth firms and counts sizable institutions among its customers. By orchestrating meeting documentation and downstream operations from inside the CRM, CogniCor aims to reduce manual administrative effort for advisory teams. Pricing varies by plan. Check the official website for current pricing.
Best suited for
123 Notetaker AI is a free tier with paid upgrades (freemium); CogniCor is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | 123 Notetaker AI | CogniCor |
|---|---|---|
| Core capability | Native Microsoft Teams app installed from the commercial marketplace | Meeting note capture and organization within the CRM |
| Standout feature | Real-time transcription displayed in the Teams app sidebar | Automated pre-meeting prep including agendas and form-finding |
| Team usage | Automatic AI meeting summary emailed after the meeting | Conversion of meeting notes into tasks, cases, and client communications |
| Integrations | Notes and transcripts stored in a BlueSky account for later access | Native embedding in Salesforce and Redtail via the Salesforce AppExchange |
| Languages & capture | Works without requiring Microsoft Copilot licensing | Form automation including NIGO handling and eAuthorizations |
| Best-fit workflow | Free plan with paid upgrade tiers | Integrations with planning and operations tools such as eMoney and Orion |
123 Notetaker AI
Choose 123 Notetaker AI if you need teams-centric organizations that do not have or want copilot licenses — strengths include runs inside teams with no separate app or browser extension to manage.
CogniCor
Choose CogniCor if you need automating meeting prep and agendas before advisor client meetings — strengths include runs inside existing crms rather than as a separate application.
123 Notetaker AI
CogniCor
It depends on your workflow. 123 Notetaker AI is strong for teams-centric organizations that do not have or want copilot licenses, while CogniCor is strong for automating meeting prep and agendas before advisor client meetings. Both transcribe and summarize meetings.
123 Notetaker AI is a free tier with paid upgrades and CogniCor is a free tier with paid upgrades. Check each vendor's pricing page for the latest plans and free-tier limits.
Sure. Running both makes sense when their strengths don't overlap and the budget allows.
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