123 Notetaker AI: Microsoft Teams marketplace app from BlueSky Apps that shows live transcription in the Teams sidebar and emails AI meeting notes afterward. Mili: Agentic AI platform for wealth advisors with recording-free meeting notes that sync directly into the CRM. 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 Mili when automatically syncing meeting summaries and tasks into an advisor crm 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.
Agentic AI platform for wealth advisors with recording-free meeting notes that sync directly into 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
Mili is an agentic AI platform built for wealth advisors that uses purpose-built agents to handle the busy work around client meetings and broader advisory operations. Its meeting agent delivers real-time, recording-free meeting notes across in-person, virtual, and phone conversations, capturing content through secure real-time streaming rather than joining calls as a bot or retaining audio recordings. After a meeting, Mili automatically generates professional summaries and follow-ups and updates CRM systems instantly, organizing notes and action items into custom formats suited to advisory work. Beyond note-taking, Mili offers a suite of specialized agents covering scheduling, data management, client onboarding, prospect research, compliance documentation, document processing, and marketing. The platform emphasizes a privacy-first, enterprise-grade posture with SOC 2 Type 2 certification, AES-256 encryption, PII redaction, and a commitment that client data does not train its models, running on AWS infrastructure. Mili integrates with advisor CRMs such as Wealthbox to sync meeting notes and tasks, and it is adopted by RIAs and broker-dealers, positioning itself as an operating layer across the advisor tech stack. 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); Mili is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | 123 Notetaker AI | Mili |
|---|---|---|
| Core capability | Native Microsoft Teams app installed from the commercial marketplace | Recording-free, real-time meeting notes via secure streaming |
| Standout feature | Real-time transcription displayed in the Teams app sidebar | Support for in-person, virtual, and phone meetings without joining as a bot |
| Team usage | Automatic AI meeting summary emailed after the meeting | Automatic summaries, follow-ups, and instant CRM updates |
| Integrations | Notes and transcripts stored in a BlueSky account for later access | Custom note and action-item formats for advisory workflows |
| Languages & capture | Works without requiring Microsoft Copilot licensing | CRM sync with platforms such as Wealthbox |
| Best-fit workflow | Free plan with paid upgrade tiers | Additional agents for scheduling, onboarding, prospecting, and compliance |
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.
Mili
Choose Mili if you need capturing recording-free notes from in-person and virtual client meetings — strengths include recording-free capture appeals to privacy-conscious advisory firms.
123 Notetaker AI
Mili
It depends on your workflow. 123 Notetaker AI is strong for teams-centric organizations that do not have or want copilot licenses, while Mili is strong for capturing recording-free notes from in-person and virtual client meetings. Both transcribe and summarize meetings.
123 Notetaker AI is a free tier with paid upgrades and Mili 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.
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