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. Zeplyn: AI meeting assistant for wealth managers that captures structured notes without recording and syncs them to advisor CRMs. Here's where each one pulls ahead on pricing, features, and the meetings it suits best.
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 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.
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.
AI meeting assistant for wealth managers that captures structured notes without recording and syncs them to advisor CRMs.
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
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
Akiflow Meeting Assistant is a free tier with paid upgrades (paid); Zeplyn is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | Akiflow Meeting Assistant | Zeplyn |
|---|---|---|
| Core capability | Automatically joins scheduled Zoom, Google Meet, and Microsoft Teams meetings from a connected calendar | Recording-free structured note capture from client meetings |
| Standout feature | Records and transcribes calls with speaker identification | Support for virtual meetings, in-person meetings, and dictations |
| Team usage | AI-generated meeting summaries of key points and decisions | Automatic generation of tasks, updates, and follow-up emails |
| Integrations | Detects action items and converts them into Akiflow tasks with one click | One-click CRM sync with Salesforce, Redtail, HubSpot, and Wealthbox |
| Languages & capture | Drafts follow-up emails pre-filled with the summary, action items, and attendees | Pre-meeting smart client summaries and discussion agendas |
| Best-fit workflow | In-app audio playback while reviewing transcripts, on desktop and mobile | Integrations with Gmail, Outlook, Zoom, Teams, and Google Calendar |
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.
Zeplyn
Choose Zeplyn if you need capturing structured notes from client review and prospect meetings — strengths include built specifically for wealth management workflows.
Akiflow Meeting Assistant
Zeplyn
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 Zeplyn is strong for capturing structured notes from client review and prospect meetings. Both transcribe and summarize meetings.
Akiflow Meeting Assistant 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.
You can — some teams pair them when each covers a different part of the meeting workflow.
More head-to-head comparisons involving Akiflow Meeting Assistant and Zeplyn.
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