123 Notetaker AI: Microsoft Teams marketplace app from BlueSky Apps that shows live transcription in the Teams sidebar and emails AI meeting notes afterward. Jump: AI meeting assistant built for financial advisors that handles notes, follow-ups, compliance documentation, and CRM updates. We compare them on cost, capture approach, and day-to-day fit so you can choose faster.
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 Jump when preparing advisors with briefings before client meetings matters most. Test each on your own meetings; the right choice tends to become obvious quickly.
Microsoft Teams marketplace app from BlueSky Apps that shows live transcription in the Teams sidebar and emails AI meeting notes afterward.
AI meeting assistant built for financial advisors that handles notes, follow-ups, compliance documentation, and CRM updates.
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
Jump is an AI meeting assistant designed specifically for financial advisors and wealth management professionals. Launched in 2024, it focuses on the administrative work that surrounds client meetings: it records and transcribes conversations, generates structured notes, identifies tasks and follow-ups, drafts follow-up emails, and produces compliance-ready documentation tailored to a firm's standards. Jump also prepares advisors before meetings with auto-generated briefings and helps structure agendas, then turns the discussion into trackable tasks that sync into the firm's existing workflows. It works across Zoom, Microsoft Teams, and in-person meetings, and integrates with advisor tooling and CRMs so that meeting outcomes flow automatically into the systems advisors already use, including platforms commonly found in wealth management stacks. The product targets the specific regulatory and documentation needs of financial services, where accurate records and compliance are essential, and it is used by advisors at large enterprise firms as well as independent practices. Jump is intended for financial advisors, their teams, and the firms that support them who want to cut the time spent on post-meeting admin and compliance paperwork while keeping client records consistent. 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); Jump is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | 123 Notetaker AI | Jump |
|---|---|---|
| Core capability | Native Microsoft Teams app installed from the commercial marketplace | AI notetaking and structured records from advisor-client meetings |
| Standout feature | Real-time transcription displayed in the Teams app sidebar | Auto-generated pre-meeting briefings and agendas |
| Team usage | Automatic AI meeting summary emailed after the meeting | Compliance-ready documentation customized to firm standards |
| Integrations | Notes and transcripts stored in a BlueSky account for later access | Task and follow-up extraction synced to firm workflows |
| Languages & capture | Works without requiring Microsoft Copilot licensing | Works across Zoom, Microsoft Teams, and in-person meetings |
| Best-fit workflow | Free plan with paid upgrade tiers | Integrations with advisor CRMs and wealth management tools |
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.
Jump
Choose Jump if you need generating compliant meeting notes and records for client reviews — strengths include purpose-built for financial advisors' compliance and documentation needs.
123 Notetaker AI
Jump
It depends on your workflow. 123 Notetaker AI is strong for teams-centric organizations that do not have or want copilot licenses, while Jump is strong for generating compliant meeting notes and records for client reviews. Both transcribe and summarize meetings.
123 Notetaker AI is a free tier with paid upgrades and Jump is a free tier with paid upgrades. Check each vendor's pricing page for the latest plans and free-tier limits.
Yes. Many teams run more than one meeting assistant when the workflows are complementary.
More head-to-head comparisons involving 123 Notetaker AI and Jump.
123 Notetaker AI: Microsoft Teams marketplace app from BlueSky Apps that shows live transcription in the Teams sidebar and emails AI meeting notes afterward. 3Play Media: Video accessibility platform combining AI and human review for captioning, transcription, and localization. Which one wins depends on your platform mix, budget, and how hands-off you want notes to be.
123 Notetaker AI: Microsoft Teams marketplace app from BlueSky Apps that shows live transcription in the Teams sidebar and emails AI meeting notes afterward. AI Recorder: Transcribe, Notes: iOS app from Tuling Network that records meetings and calls, transcribes them, and generates AI summaries with a chat assistant. We compare them on cost, capture approach, and day-to-day fit so you can choose faster.
123 Notetaker AI: Microsoft Teams marketplace app from BlueSky Apps that shows live transcription in the Teams sidebar and emails AI meeting notes afterward. AI SalesRoleplay: AI sales roleplay and call-scoring tool that lets reps practice against AI buyers and scores real calls against methodologies. Below, they line up on price, capture method, and how each fits a real meeting stack.
123 Notetaker AI: Microsoft Teams marketplace app from BlueSky Apps that shows live transcription in the Teams sidebar and emails AI meeting notes afterward. AKALULI AI Voice Recorder: AI voice recorder device with a companion app that transcribes, summarizes, and builds mind maps from meetings and recordings. The right pick comes down to team size, budget, and the workflows you want to automate.
123 Notetaker AI: Microsoft Teams marketplace app from BlueSky Apps that shows live transcription in the Teams sidebar and emails AI meeting notes afterward. Acta.ai: India-built AI meeting assistant that joins calls, transcribes, and produces role-specific summaries, decisions, and action items. Below, they line up on price, capture method, and how each fits a real meeting stack.
123 Notetaker AI: Microsoft Teams marketplace app from BlueSky Apps that shows live transcription in the Teams sidebar and emails AI meeting notes afterward. ActasDeReuniones.AI: Colombian Spanish-language tool that turns uploaded meeting recordings into professional, editable meeting minutes (actas) in Word format within minutes. Which one wins depends on your platform mix, budget, and how hands-off you want notes to be.
123 Notetaker AI: Microsoft Teams marketplace app from BlueSky Apps that shows live transcription in the Teams sidebar and emails AI meeting notes afterward. Agaton: Stockholm-based AI conversation intelligence platform that analyzes sales and customer calls to surface buying signals, coach reps, and turn conversations into revenue insights. Which one wins depends on your platform mix, budget, and how hands-off you want notes to be.
123 Notetaker AI: Microsoft Teams marketplace app from BlueSky Apps that shows live transcription in the Teams sidebar and emails AI meeting notes afterward. Aiko: On-device AI transcription app for Mac, iOS, and visionOS that converts lecture and meeting audio to text privately. Which one wins depends on your platform mix, budget, and how hands-off you want notes to be.
123 Notetaker AI: Microsoft Teams marketplace app from BlueSky Apps that shows live transcription in the Teams sidebar and emails AI meeting notes afterward. Aircall: Cloud phone and call center platform with built-in AI conversation intelligence: transcription, call summaries, sentiment, and call scoring. The right pick comes down to team size, budget, and the workflows you want to automate.
123 Notetaker AI: Microsoft Teams marketplace app from BlueSky Apps that shows live transcription in the Teams sidebar and emails AI meeting notes afterward. Aircover: Real-time in-call AI sales coach that surfaces answers, battlecards, and CRM updates live during sales meetings. We compare them on cost, capture approach, and day-to-day fit so you can choose faster.
123 Notetaker AI: Microsoft Teams marketplace app from BlueSky Apps that shows live transcription in the Teams sidebar and emails AI meeting notes afterward. Airepoto: Korean AI meeting documentation platform by RSUPPORT that records, transcribes with speaker separation, and summarizes meetings across Zoom, Teams, and Google Meet. We compare them on cost, capture approach, and day-to-day fit so you can choose faster.
123 Notetaker AI: Microsoft Teams marketplace app from BlueSky Apps that shows live transcription in the Teams sidebar and emails AI meeting notes afterward. Airspeed: Sales conversation intelligence and coaching platform (formerly Glyphic) that records and analyzes calls, scores reps, and keeps CRM data in sync. This comparison weighs them on pricing, features, and everyday workflow fit.