Calendly Notetaker: An AI meeting notetaker built into the Calendly scheduling platform that records meetings and generates summaries, transcripts, and action items. RocketPhone.ai: Conversation intelligence platform for Salesforce that captures and transcribes voice, video, mobile, and in-person sales conversations into structured CRM data. 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 Calendly Notetaker when calendly users who want automatic recaps of meetings they book matters most, and RocketPhone.ai when surfacing buying signals and recommended next steps for aes 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.
Conversation intelligence platform for Salesforce that captures and transcribes voice, video, mobile, and in-person sales conversations into structured CRM data.
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
RocketPhone.ai is a conversation intelligence platform built specifically for Salesforce, designed to capture customer conversations across voice, video, mobile, and in-person channels and turn them into structured data inside the CRM. It automatically records and transcribes conversations, then applies AI to generate summaries, sentiment analysis, and topic extraction, syncing the results into Salesforce so reps spend less time on manual call logging. The platform offers live AI assistance during calls, deal-signal detection with next-step recommendations, and compliance monitoring with QA alerts. A distinguishing feature is RocketCell, a business mobile network that lets the platform log and analyze mobile calls, extending conversation intelligence beyond desk-based and web-meeting calls to field and mobile-heavy teams. RocketPhone is a certified Salesforce ISV available on the AppExchange and emphasizes reliability and compliance, including GDPR and FCA. It primarily serves sales leaders and reps who want buying signals and reduced admin work, and is also applied by customer service, field, and marketing teams. For SDR and AE teams standardized on Salesforce, it provides conversation capture and intelligence tightly embedded in their existing CRM. Pricing varies by plan. Check the official website for current pricing.
Best suited for
Calendly Notetaker is a free tier with paid upgrades (freemium); RocketPhone.ai is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | Calendly Notetaker | RocketPhone.ai |
|---|---|---|
| Core capability | Automatic meeting recording and transcription | Automatic capture and transcription of voice, video, mobile, and in-person calls |
| Standout feature | AI-generated summaries with extracted action items | AI summaries, sentiment analysis, and topic extraction synced to Salesforce |
| Team usage | Editable recaps shareable via email, link, or downloadable text file | Mobile call logging via the RocketCell business mobile network |
| Integrations | Interactive query of meeting transcripts and pre-drafted follow-up emails | Live AI assistance during calls |
| Languages & capture | Works with Zoom, Google Meet, and Microsoft Teams, including non-Calendly meetings | Deal-signal detection with next-step recommendations |
| Best-fit workflow | Private-by-default recaps with optional password protection | Compliance monitoring and QA alerts |
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.
RocketPhone.ai
Choose RocketPhone.ai if you need capturing sales conversations directly into salesforce — strengths include deep native integration with salesforce as a certified isv.
Calendly Notetaker
RocketPhone.ai
It depends on your workflow. Calendly Notetaker is strong for calendly users who want automatic recaps of meetings they book, while RocketPhone.ai is strong for capturing sales conversations directly into salesforce. Both transcribe and summarize meetings.
Calendly Notetaker is a free tier with paid upgrades and RocketPhone.ai is a free tier with paid upgrades. Check each vendor's pricing page for the latest plans and free-tier limits.
Sure. Running both makes sense when their strengths don't overlap and the budget allows.
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