Akiflow Meeting Assistant: An AI meeting assistant built into the Akiflow planner that automatically joins Zoom, Google Meet, and Microsoft Teams calls to record, transcribe with speaker identification, and summarize them. Mili: Agentic AI platform for wealth advisors with recording-free meeting notes that sync directly into 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 Akiflow Meeting Assistant when capturing transcripts and summaries of recurring team or client video calls without manual note-taking matters most, and Mili when automatically syncing meeting summaries and tasks into an advisor crm matters most. Trial each on a few real meetings before you commit — the better fit usually shows fast.
An AI meeting assistant built into the Akiflow planner that automatically joins Zoom, Google Meet, and Microsoft Teams calls to record, transcribe with speaker identification, and summarize them.
Agentic AI platform for wealth advisors with recording-free meeting notes that sync directly into the CRM.
Akiflow Meeting Assistant is a meeting note-taker integrated directly into Akiflow, the time-blocking planner and calendar app. Once enabled in Settings under the AI Center, it connects to a chosen calendar account and automatically joins scheduled online meetings on Zoom, Google Meet, and Microsoft Teams. After a call ends, it records and transcribes the conversation with speaker identification, then produces an AI-generated summary of the main points and decisions, with the transcript typically ready within minutes and an email notification when it's done. A distinguishing trait is how tightly it ties into Akiflow's workflow: it detects action items from the discussion and lets you turn them into Akiflow tasks with one click, and it can draft a follow-up email pre-filled with the summary, action items, and attendees. Reviewers can also play back the meeting audio in-app while reading the transcript. It works on both desktop and mobile, with a streamlined mobile interface for quick review. It is aimed at professionals who already plan their day in Akiflow and want meeting capture without leaving the app.
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
Akiflow Meeting Assistant is a free tier with paid upgrades (paid); Mili is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | Akiflow Meeting Assistant | Mili |
|---|---|---|
| Core capability | Automatically joins scheduled Zoom, Google Meet, and Microsoft Teams meetings from a connected calendar | Recording-free, real-time meeting notes via secure streaming |
| Standout feature | Records and transcribes calls with speaker identification | Support for in-person, virtual, and phone meetings without joining as a bot |
| Team usage | AI-generated meeting summaries of key points and decisions | Automatic summaries, follow-ups, and instant CRM updates |
| Integrations | Detects action items and converts them into Akiflow tasks with one click | Custom note and action-item formats for advisory workflows |
| Languages & capture | Drafts follow-up emails pre-filled with the summary, action items, and attendees | CRM sync with platforms such as Wealthbox |
| Best-fit workflow | In-app audio playback while reviewing transcripts, on desktop and mobile | Additional agents for scheduling, onboarding, prospecting, and compliance |
Akiflow Meeting Assistant
Choose Akiflow Meeting Assistant if you need capturing transcripts and summaries of recurring team or client video calls without manual note-taking — strengths include deeply integrated with the akiflow planner, so notes, tasks, and follow-ups stay in one workflow.
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.
Akiflow Meeting Assistant
Mili
It depends on your workflow. Akiflow Meeting Assistant is strong for capturing transcripts and summaries of recurring team or client video calls without manual note-taking, while Mili is strong for capturing recording-free notes from in-person and virtual client meetings. Both transcribe and summarize meetings.
Akiflow Meeting Assistant 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.
Sure. Running both makes sense when their strengths don't overlap and the budget allows.
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