Calendly Notetaker: An AI meeting notetaker built into the Calendly scheduling platform that records meetings and generates summaries, transcripts, and action items. Terret: AI revenue intelligence platform (formerly BoostUp) with native conversation intelligence that records and analyzes sales calls to drive forecasting and coaching. This comparison weighs them on pricing, features, and everyday workflow fit.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist Calendly Notetaker when calendly users who want automatic recaps of meetings they book matters most, and Terret when generating coaching playbooks from patterns in top-performer conversations 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.
AI revenue intelligence platform (formerly BoostUp) with native conversation intelligence that records and analyzes sales calls to drive forecasting and coaching.
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
Terret is an AI-powered revenue intelligence platform for B2B sales, account management, and customer success teams, and was formerly known as BoostUp before rebranding in September 2025. Its conversation-intelligence product records and analyzes sales calls, identifying patterns across thousands of conversations to surface what top performers do differently and to feed deal and forecasting models. Terret natively combines that conversation data with its forecasting engine, using call insights and sentiment to predict deal outcomes and project revenue attainment at both the deal and aggregate level. The platform automatically analyzes calls, populates sales-methodology fields, and generates follow-up actions, reducing manual CRM work. Additional capabilities include automatically generated sales playbooks based on winning behaviors, AI-generated real-time call briefs delivered via Slack ahead of meetings, deal-risk detection with intervention recommendations, and analysis that surfaces product gaps from lost deals and expansion signals in existing accounts. Terret integrates with Salesforce for auto-syncing and with Slack for real-time briefs. It is aimed primarily at CROs, RevOps leaders, and revenue teams at mid-market and enterprise B2B organizations that want conversation intelligence tied directly to forecasting and pipeline execution. Pricing varies by plan. Check the official website for current pricing.
Best suited for
Calendly Notetaker is a free tier with paid upgrades (freemium); Terret is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | Calendly Notetaker | Terret |
|---|---|---|
| Core capability | Automatic meeting recording and transcription | Conversation intelligence that records and analyzes sales calls at scale |
| Standout feature | AI-generated summaries with extracted action items | Native integration of call insights with AI forecasting and deal scoring |
| Team usage | Editable recaps shareable via email, link, or downloadable text file | Automatic CRM field population and follow-up action generation |
| Integrations | Interactive query of meeting transcripts and pre-drafted follow-up emails | AI-generated sales playbooks based on top-performer behavior |
| Languages & capture | Works with Zoom, Google Meet, and Microsoft Teams, including non-Calendly meetings | Real-time pre-call briefs delivered via Slack |
| Best-fit workflow | Private-by-default recaps with optional password protection | Deal-risk detection, product-gap analysis, and expansion-signal surfacing |
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.
Terret
Choose Terret if you need analyzing recorded sales calls to inform forecasting and deal-health scoring — strengths include conversation intelligence is tightly coupled to forecasting and pipeline analytics.
Calendly Notetaker
Terret
It depends on your workflow. Calendly Notetaker is strong for calendly users who want automatic recaps of meetings they book, while Terret is strong for analyzing recorded sales calls to inform forecasting and deal-health scoring. Both transcribe and summarize meetings.
Calendly Notetaker is a free tier with paid upgrades and Terret is a free tier with paid upgrades. Check each vendor's pricing page for the latest plans and free-tier limits.
Often yes: teams combine tools when one handles capture and another handles analysis.
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