Bubbles: Async video and AI meeting notes with action items CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside 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 Bubbles when teams replacing status meetings with async video updates matters most, and CogniCor when turning client meeting notes into crm tasks and follow-up communications matters most. Test each on your own meetings; the right choice tends to become obvious quickly.
Async video and AI meeting notes with action items
AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM.
Bubbles is an AI meeting notetaker combined with an asynchronous screen and video recorder. For live meetings, it can automatically join and record calls on Google Meet, Microsoft Teams and Zoom, then produce AI-generated summaries and extract action items so participants do not have to take notes manually. Recordings, transcripts and notes are organized in a centralized workspace and tied to calendar events, making it easy to find and share what was discussed. Beyond live meetings, Bubbles is built around reducing the number of meetings teams hold: users can record short async videos with screen capture and voice, then collect threaded video and text replies, which lets routine updates, design feedback and quick questions happen without scheduling a call. It connects with calendars such as Google Calendar and Outlook and integrates with a wide range of other tools including Slack, Notion and Asana for routing notes and recordings into existing workflows. Bubbles is aimed at marketers, designers, product managers and other collaborative teams that want to cut meeting time while keeping a clear record of decisions and next steps. Pricing varies by plan. Check the official website for current pricing.
Best suited for
CogniCor is a generative AI assistant platform for financial advisors at RIAs, broker-dealers, and wealth management firms, designed to automate the administrative work surrounding client meetings. Rather than operating as a standalone app, CogniCor embeds directly into CRMs such as Salesforce and Redtail and is available on the Salesforce AppExchange, so its meeting prep, note-taking, and follow-up capabilities run within the advisor's existing tech stack. The platform automates pre-meeting preparation including agenda creation and form-finding, captures and organizes meeting notes, and turns those notes into tasks, case creation, and client communications afterward. It also handles related advisor workflows such as custodian alert management, NIGO form automation, eAuthorizations, and knowledge management. CogniCor connects with planning and operations tools including eMoney and Orion in addition to its CRM integrations. The company targets larger RIAs, broker-dealers, and enterprise wealth firms and counts sizable institutions among its customers. By orchestrating meeting documentation and downstream operations from inside the CRM, CogniCor aims to reduce manual administrative effort for advisory teams. Pricing varies by plan. Check the official website for current pricing.
Best suited for
Bubbles is a free tier with paid upgrades (freemium); CogniCor is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | Bubbles | CogniCor |
|---|---|---|
| Core capability | Automatic meeting recording across Google Meet, Microsoft Teams and Zoom | Meeting note capture and organization within the CRM |
| Standout feature | AI-generated summaries and action item extraction | Automated pre-meeting prep including agendas and form-finding |
| Team usage | Async screen and video recording for replacing live meetings | Conversion of meeting notes into tasks, cases, and client communications |
| Integrations | Threaded video and text replies on recordings | Native embedding in Salesforce and Redtail via the Salesforce AppExchange |
| Languages & capture | Calendar integration with note and recording organization | Form automation including NIGO handling and eAuthorizations |
| Best-fit workflow | Integrations with Slack, Notion, Asana and many other tools | Integrations with planning and operations tools such as eMoney and Orion |
Bubbles
Choose Bubbles if you need teams replacing status meetings with async video updates — strengths include combines live meeting notes with async video collaboration in one tool.
CogniCor
Choose CogniCor if you need automating meeting prep and agendas before advisor client meetings — strengths include runs inside existing crms rather than as a separate application.
Bubbles
CogniCor
It depends on your workflow. Bubbles is strong for teams replacing status meetings with async video updates, while CogniCor is strong for automating meeting prep and agendas before advisor client meetings. Both transcribe and summarize meetings.
Bubbles is a free tier with paid upgrades and CogniCor 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.
More head-to-head comparisons involving Bubbles and CogniCor.
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Bubbles: Async video and AI meeting notes with action items Calendly Notetaker: An AI meeting notetaker built into the Calendly scheduling platform that records meetings and generates summaries, transcripts, and action items. Below, they line up on price, capture method, and how each fits a real meeting stack.
Bubbles: Async video and AI meeting notes with action items CallBro: Bot-free AI meeting assistant that transcribes calls from system audio and produces structured notes without joining the call. This comparison weighs them on pricing, features, and everyday workflow fit.
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Bubbles: Async video and AI meeting notes with action items CaptureMyMeeting: AI meeting assistant that imports Zoom and Webex cloud recordings to generate notes, action items, and insights. This comparison weighs them on pricing, features, and everyday workflow fit.
Bubbles: Async video and AI meeting notes with action items Carv: AI assistant for recruiters that records, transcribes, and takes notes during interviews and intake calls, then drafts documents and updates the ATS. Which one wins depends on your platform mix, budget, and how hands-off you want notes to be.
Bubbles: Async video and AI meeting notes with action items Castmagic: AI content platform that transcribes podcasts, videos, and recorded meetings with speaker diarization and turns them into show notes, summaries, and other assets. Below, they line up on price, capture method, and how each fits a real meeting stack.
Bubbles: Async video and AI meeting notes with action items Celeste AI: Brazilian Portuguese-focused AI voice and transcription platform offering on-demand transcription plus a meeting assistant and AI notes, with credit-based and subscription plans. Which one wins depends on your platform mix, budget, and how hands-off you want notes to be.
Bubbles: Async video and AI meeting notes with action items Choppity: AI video and audio platform that transcribes recordings, generates styled captions, and turns long-form content into short clips. Below, they line up on price, capture method, and how each fits a real meeting stack.