123 Notetaker AI: Microsoft Teams marketplace app from BlueSky Apps that shows live transcription in the Teams sidebar and emails AI meeting notes afterward. Zeplyn: AI meeting assistant for wealth managers that captures structured notes without recording and syncs them to advisor CRMs. 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 Zeplyn when automatically logging meeting outcomes and tasks in an advisor crm matters most. Try them side by side on real calls before deciding — needs vary by team.
Microsoft Teams marketplace app from BlueSky Apps that shows live transcription in the Teams sidebar and emails AI meeting notes afterward.
AI meeting assistant for wealth managers that captures structured notes without recording and syncs them to advisor CRMs.
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
Zeplyn is an AI workflow platform built for financial advisors and wealth managers, with its meeting assistant as the flagship product. It is designed to handle the full client meeting lifecycle, including preparation, note-taking, follow-ups, task management, and updating systems of record. Zeplyn transforms unstructured client conversations into accurate, structured notes that capture financial details, goals, and action items, and it works across virtual meetings, in-person meetings, and dictations. The company positions it as a recording-free approach that extracts structured information rather than retaining full audio of the conversation. After meetings, Zeplyn can automatically generate tasks, updates, and personalized follow-up emails or recaps, and it syncs notes and tasks to CRMs such as Salesforce, Redtail, HubSpot, and Wealthbox with one-click automation. It also connects with calendar and conferencing tools like Gmail, Outlook, Zoom, Teams, and Google Calendar. Built by former Google engineers and backed by seed funding, Zeplyn targets advisors who want to spend less time on documentation and ensure that client data discussed in meetings is consistently logged. 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); Zeplyn is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | 123 Notetaker AI | Zeplyn |
|---|---|---|
| Core capability | Native Microsoft Teams app installed from the commercial marketplace | Recording-free structured note capture from client meetings |
| Standout feature | Real-time transcription displayed in the Teams app sidebar | Support for virtual meetings, in-person meetings, and dictations |
| Team usage | Automatic AI meeting summary emailed after the meeting | Automatic generation of tasks, updates, and follow-up emails |
| Integrations | Notes and transcripts stored in a BlueSky account for later access | One-click CRM sync with Salesforce, Redtail, HubSpot, and Wealthbox |
| Languages & capture | Works without requiring Microsoft Copilot licensing | Pre-meeting smart client summaries and discussion agendas |
| Best-fit workflow | Free plan with paid upgrade tiers | Integrations with Gmail, Outlook, Zoom, Teams, and Google Calendar |
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.
Zeplyn
Choose Zeplyn if you need capturing structured notes from client review and prospect meetings — strengths include built specifically for wealth management workflows.
123 Notetaker AI
Zeplyn
It depends on your workflow. 123 Notetaker AI is strong for teams-centric organizations that do not have or want copilot licenses, while Zeplyn is strong for capturing structured notes from client review and prospect meetings. Both transcribe and summarize meetings.
123 Notetaker AI is a free tier with paid upgrades and Zeplyn 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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