Bubbles: Async video and AI meeting notes with action items Zeplyn: AI meeting assistant for wealth managers that captures structured notes without recording and syncs them to advisor CRMs. Which one wins depends on your platform mix, budget, and how hands-off you want notes to be.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist Bubbles when teams replacing status meetings with async video updates 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.
Async video and AI meeting notes with action items
AI meeting assistant for wealth managers that captures structured notes without recording and syncs them to advisor CRMs.
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
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
Bubbles is a free tier with paid upgrades (freemium); Zeplyn is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | Bubbles | Zeplyn |
|---|---|---|
| Core capability | Automatic meeting recording across Google Meet, Microsoft Teams and Zoom | Recording-free structured note capture from client meetings |
| Standout feature | AI-generated summaries and action item extraction | Support for virtual meetings, in-person meetings, and dictations |
| Team usage | Async screen and video recording for replacing live meetings | Automatic generation of tasks, updates, and follow-up emails |
| Integrations | Threaded video and text replies on recordings | One-click CRM sync with Salesforce, Redtail, HubSpot, and Wealthbox |
| Languages & capture | Calendar integration with note and recording organization | Pre-meeting smart client summaries and discussion agendas |
| Best-fit workflow | Integrations with Slack, Notion, Asana and many other tools | Integrations with Gmail, Outlook, Zoom, Teams, and Google Calendar |
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.
Zeplyn
Choose Zeplyn if you need capturing structured notes from client review and prospect meetings — strengths include built specifically for wealth management workflows.
Bubbles
Zeplyn
It depends on your workflow. Bubbles is strong for teams replacing status meetings with async video updates, while Zeplyn is strong for capturing structured notes from client review and prospect meetings. Both transcribe and summarize meetings.
Bubbles 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.
Yes. Many teams run more than one meeting assistant when the workflows are complementary.
More head-to-head comparisons involving Bubbles and Zeplyn.
Bubbles: Async video and AI meeting notes with action items BuildBetter: A no-bot meeting recorder (BB Recorder) that captures and processes calls locally on Mac, with optional cloud upload for team collaboration. 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 Buzz: Popular open-source desktop app that transcribes and translates audio offline on your own computer using OpenAI's Whisper. Here's where each one pulls ahead on pricing, features, and the meetings it suits best.
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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.