Calendly Notetaker: An AI meeting notetaker built into the Calendly scheduling platform that records meetings and generates summaries, transcripts, and action items. Omnito: A Salesforce-native AI meeting assistant (formerly SUMO Scheduler) that joins meetings, transcribes and summarizes them, and pushes notes and follow-ups into the CRM. Here's where each one pulls ahead on pricing, features, and the meetings it suits best.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist Calendly Notetaker when calendly users who want automatic recaps of meetings they book matters most, and Omnito when sales and service reps automating pre-call prep and post-call follow-ups matters most. Test each on your own meetings; the right choice tends to become obvious quickly.
An AI meeting notetaker built into the Calendly scheduling platform that records meetings and generates summaries, transcripts, and action items.
A Salesforce-native AI meeting assistant (formerly SUMO Scheduler) that joins meetings, transcribes and summarizes them, and pushes notes and follow-ups 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
Omnito is an AI-powered customer engagement platform that grew out of SUMO Scheduler, a long-standing Salesforce-native scheduling product, which rebranded to Omnito as it expanded beyond booking. The platform unifies scheduling, live chat, AI meeting intelligence, and omni-channel messaging, with its AI Notetaker as a central meeting capability. The Notetaker joins meetings on Zoom, Google Meet, and Microsoft Teams, then captures recordings, transcribes the conversation, generates summaries, and detects action items, pushing the outcomes directly into CRM records. Omnito offers a native Salesforce integration for teams needing deeper CRM workflow alignment, and it also states compatibility with other CRMs such as HubSpot and Microsoft Dynamics. Beyond note-taking, Omnito for Agentforce automates pre-call planning, note-taking, and post-call actions natively in Salesforce, and the platform includes engagement tools like an omni-channel shared inbox for chat, email, and SMS. By combining meeting capture and summarization with scheduling and follow-up automation inside the CRM, Omnito targets sales, support, and service professionals who want conversation notes, next-best actions, and contextual follow-ups handled within their existing Salesforce environment rather than in a separate standalone notetaker. Pricing varies by plan. Check the official website for current pricing.
Best suited for
Calendly Notetaker is a free tier with paid upgrades (freemium); Omnito is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | Calendly Notetaker | Omnito |
|---|---|---|
| Core capability | Automatic meeting recording and transcription | AI Notetaker that joins Zoom, Google Meet, and Microsoft Teams meetings |
| Standout feature | AI-generated summaries with extracted action items | Recording, transcription, summaries, and action-item detection |
| Team usage | Editable recaps shareable via email, link, or downloadable text file | Native Salesforce integration with notes and follow-ups pushed into the CRM |
| Integrations | Interactive query of meeting transcripts and pre-drafted follow-up emails | Pre-call planning and post-call actions via Omnito for Agentforce |
| Languages & capture | Works with Zoom, Google Meet, and Microsoft Teams, including non-Calendly meetings | Stated compatibility with other CRMs such as HubSpot and Microsoft Dynamics |
| Best-fit workflow | Private-by-default recaps with optional password protection | Combined scheduling, live chat, and omni-channel messaging in one platform |
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.
Omnito
Choose Omnito if you need salesforce teams logging meeting transcripts and summaries directly to records — strengths include deep salesforce-native integration keeps notes inside the crm.
Calendly Notetaker
Omnito
It depends on your workflow. Calendly Notetaker is strong for calendly users who want automatic recaps of meetings they book, while Omnito is strong for salesforce teams logging meeting transcripts and summaries directly to records. Both transcribe and summarize meetings.
Calendly Notetaker is a free tier with paid upgrades and Omnito 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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