Is Briefly or Zeplyn better for AI meeting notes?

It depends on your workflow. Briefly is strong for quick meeting summaries, while Zeplyn is strong for capturing structured notes from client review and prospect meetings. Both transcribe and summarize meetings.

How do Briefly and Zeplyn compare on price?

Briefly 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.

Can I use both Briefly and Zeplyn?

Often yes: teams combine tools when one handles capture and another handles analysis.

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Briefly vs Zeplyn

Briefly: AI meeting summaries with CRM and Slack delivery Zeplyn: AI meeting assistant for wealth managers that captures structured notes without recording and syncs them to advisor CRMs. The right pick comes down to team size, budget, and the workflows you want to automate.

How Hosiqo compares and tests tools

Final recommendation

Shortlist Briefly when quick meeting summaries matters most, and Zeplyn when automatically logging meeting outcomes and tasks in an advisor crm matters most. Trial each on a few real meetings before you commit — the better fit usually shows fast.

Briefly

CustomAI Meeting Assistants

AI meeting summaries with CRM and Slack delivery

Action itemsConcise AI summariesFollow-up drafts

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Zeplyn

CustomAI Meeting Assistants

AI meeting assistant for wealth managers that captures structured notes without recording and syncs them to advisor CRMs.

Automatic generation of tasks, updates, and follow-up emailsIntegrations with Gmail, Outlook, Zoom, Teams, and Google Calendar

About Briefly

Briefly is an AI meeting notetaker that records and transcribes calls and then produces concise summaries, action items, and follow-up drafts so users spend less time writing up meetings. It works across major conferencing platforms, capturing conversations automatically and turning them into clear, shareable notes that highlight decisions and next steps. Briefly focuses on simplicity and speed: rather than a heavy analytics dashboard, it aims to give individuals and teams quick, readable recaps and ready-to-send follow-ups after each call. Notes are searchable so important moments can be revisited later, and summaries can be shared with people who could not attend. Briefly is typically used by sales, customer-facing, and busy professional users who want low-effort documentation and faster follow-up, positioning itself as a lightweight assistant that handles the routine work of capturing and summarizing meetings without requiring much setup or ongoing management. Platforms: Zoom / Google Meet / Microsoft Teams. Integrations: Zoom, Google Meet, Microsoft Teams. Pricing varies by plan. Check the official website for current pricing.

Best suited for

Quick meeting summaries
Follow-up drafting
Searchable meeting history

About Zeplyn

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

Capturing structured notes from client review and prospect meetings
Automatically logging meeting outcomes and tasks in an advisor CRM
Generating follow-up recaps and next-step emails after client conversations

Feature	Briefly	Zeplyn
Core capability	Recording and transcription	Recording-free structured note capture from client meetings
Standout feature	Concise AI summaries	Support for virtual meetings, in-person meetings, and dictations
Team usage	Action items	Automatic generation of tasks, updates, and follow-up emails
Integrations	Follow-up drafts	One-click CRM sync with Salesforce, Redtail, HubSpot, and Wealthbox
Languages & capture	Searchable notes	Pre-meeting smart client summaries and discussion agendas
Best-fit workflow	Recording and transcription	Integrations with Gmail, Outlook, Zoom, Teams, and Google Calendar

Briefly vs Zeplyn

About Briefly

About Zeplyn

Pricing comparison

Feature table

Best for

Pros & cons

FAQ

Is Briefly or Zeplyn better for AI meeting notes?

How do Briefly and Zeplyn compare on price?

Can I use both Briefly and Zeplyn?

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