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. Pulse360: Meeting note and client-communication platform for financial advisors that captures notes and produces professional deliverables. 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 Akiflow Meeting Assistant when capturing transcripts and summaries of recurring team or client video calls without manual note-taking matters most, and Pulse360 when standardizing client review and prep materials with reusable templates 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.
Meeting note and client-communication platform for financial advisors that captures notes and produces professional deliverables.
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
Pulse360 is a client communication and operations platform built for financial advisors, combining meeting note capture with tools for producing professional client-facing deliverables. Advisors can capture meeting content by recording, dictating, typing, or handwriting, and the platform's meeting-capture feature works with Zoom, Microsoft Teams, and Google Meet. Its AI note organization keeps notes structured and searchable rather than cluttering the CRM, and a template builder helps advisors quickly assemble annual summaries, meeting prep materials, and client review documents. Pulse360 also offers AI assistance for rephrasing and improving client communication, plus content libraries to systematize prospecting and onboarding messaging. It integrates with a range of advisor CRMs including Salesforce, Wealthbox, Redtail, Practifi, XLR8, and Salentica, along with Outlook and Gmail for email workflows. By centering on consistent, professional deliverables and reusable templates, Pulse360 targets advisors who want both efficient note capture and a streamlined way to turn meeting outcomes into polished client communications and follow-up documents. 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); Pulse360 is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | Akiflow Meeting Assistant | Pulse360 |
|---|---|---|
| Core capability | Automatically joins scheduled Zoom, Google Meet, and Microsoft Teams meetings from a connected calendar | Flexible meeting capture via recording, dictation, typing, or handwriting |
| Standout feature | Records and transcribes calls with speaker identification | Meeting capture integration with Zoom, Microsoft Teams, and Google Meet |
| Team usage | AI-generated meeting summaries of key points and decisions | AI note organization that keeps notes searchable and separate from the CRM |
| Integrations | Detects action items and converts them into Akiflow tasks with one click | Template builder for annual summaries, prep notes, and review documents |
| Languages & capture | Drafts follow-up emails pre-filled with the summary, action items, and attendees | AI rephrasing to improve client communications |
| Best-fit workflow | In-app audio playback while reviewing transcripts, on desktop and mobile | CRM integrations with Salesforce, Wealthbox, Redtail, Practifi, and Salentica |
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.
Pulse360
Choose Pulse360 if you need capturing client meeting notes and turning them into annual summary documents — strengths include combines note capture with professional client deliverable creation.
Akiflow Meeting Assistant
Pulse360
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 Pulse360 is strong for capturing client meeting notes and turning them into annual summary documents. Both transcribe and summarize meetings.
Akiflow Meeting Assistant is a free tier with paid upgrades and Pulse360 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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