Calendly Notetaker: An AI meeting notetaker built into the Calendly scheduling platform that records meetings and generates summaries, transcripts, and action items. Mili: Agentic AI platform for wealth advisors with recording-free meeting notes that sync directly into the CRM. The right pick comes down to team size, budget, and the workflows you want to automate.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist Calendly Notetaker when calendly users who want automatic recaps of meetings they book matters most, and Mili when automatically syncing meeting summaries and tasks into an advisor crm matters most. Run both through a week of actual calls to see which suits your workflow.
An AI meeting notetaker built into the Calendly scheduling platform that records meetings and generates summaries, transcripts, and action items.
Agentic AI platform for wealth advisors with recording-free meeting notes that sync directly into the CRM.
Calendly Notetaker is an AI meeting assistant integrated into Calendly, the scheduling platform, that extends the product beyond booking into post-meeting documentation. It automatically records and transcribes meetings and then produces recaps that include an AI-generated summary, a full transcript, and extracted action items. Recaps can be shared by email or link, downloaded as a text file, and optionally protected with a password, and they are private by default with user-controlled sharing. Users can edit a summary before sharing it, query the transcript to retrieve specific details, and receive pre-drafted follow-up emails based on the conversation. Notetaker works with Zoom, Google Meet, and Microsoft Teams, and it can capture meetings even when the user is not the host or did not schedule the meeting through Calendly itself, which lets it cover a broad range of calls. The feature does not generate recaps for meetings shorter than a few minutes or for sessions without audio. As of the latest information, Calendly Notetaker is being rolled out gradually to eligible users, with access offered through a waitlist as availability expands. Pricing varies by plan. Check the official website for current pricing.
Best suited for
Mili is an agentic AI platform built for wealth advisors that uses purpose-built agents to handle the busy work around client meetings and broader advisory operations. Its meeting agent delivers real-time, recording-free meeting notes across in-person, virtual, and phone conversations, capturing content through secure real-time streaming rather than joining calls as a bot or retaining audio recordings. After a meeting, Mili automatically generates professional summaries and follow-ups and updates CRM systems instantly, organizing notes and action items into custom formats suited to advisory work. Beyond note-taking, Mili offers a suite of specialized agents covering scheduling, data management, client onboarding, prospect research, compliance documentation, document processing, and marketing. The platform emphasizes a privacy-first, enterprise-grade posture with SOC 2 Type 2 certification, AES-256 encryption, PII redaction, and a commitment that client data does not train its models, running on AWS infrastructure. Mili integrates with advisor CRMs such as Wealthbox to sync meeting notes and tasks, and it is adopted by RIAs and broker-dealers, positioning itself as an operating layer across the advisor tech stack. Pricing varies by plan. Check the official website for current pricing.
Best suited for
Calendly Notetaker is a free tier with paid upgrades (freemium); Mili is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | Calendly Notetaker | Mili |
|---|---|---|
| Core capability | Automatic meeting recording and transcription | Recording-free, real-time meeting notes via secure streaming |
| Standout feature | AI-generated summaries with extracted action items | Support for in-person, virtual, and phone meetings without joining as a bot |
| Team usage | Editable recaps shareable via email, link, or downloadable text file | Automatic summaries, follow-ups, and instant CRM updates |
| Integrations | Interactive query of meeting transcripts and pre-drafted follow-up emails | Custom note and action-item formats for advisory workflows |
| Languages & capture | Works with Zoom, Google Meet, and Microsoft Teams, including non-Calendly meetings | CRM sync with platforms such as Wealthbox |
| Best-fit workflow | Private-by-default recaps with optional password protection | Additional agents for scheduling, onboarding, prospecting, and compliance |
Calendly Notetaker
Choose Calendly Notetaker if you need calendly users who want automatic recaps of meetings they book — strengths include built into calendly, keeping scheduling and meeting notes in one platform.
Mili
Choose Mili if you need capturing recording-free notes from in-person and virtual client meetings — strengths include recording-free capture appeals to privacy-conscious advisory firms.
Calendly Notetaker
Mili
It depends on your workflow. Calendly Notetaker is strong for calendly users who want automatic recaps of meetings they book, while Mili is strong for capturing recording-free notes from in-person and virtual client meetings. Both transcribe and summarize meetings.
Calendly Notetaker is a free tier with paid upgrades and Mili 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.
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