Calendly Notetaker: An AI meeting notetaker built into the Calendly scheduling platform that records meetings and generates summaries, transcripts, and action items. Upheal: Upheal is an AI-native EHR for mental health therapists that records and transcribes sessions to auto-generate clinical progress notes. 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 Upheal when group practices standardizing documentation and compliance across multiple clinicians 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.
Upheal is an AI-native EHR for mental health therapists that records and transcribes sessions to auto-generate clinical progress notes.
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
Upheal is an AI-native electronic health record (EHR) platform built specifically for mental health therapists and behavioral health practices. It records and transcribes therapy sessions and then generates clinical progress notes formatted to a chosen template, typically within about a minute. Sessions can be captured through Upheal's built-in HIPAA-compliant telehealth video, in-person audio recording, dictation, or by uploading pre-recorded audio files; transcription supports multiple languages including English, Spanish, Portuguese, German, French, Italian, Mandarin, and Hindi. The platform offers numerous note formats such as SOAP, DAP, BIRP, GIRP, EMDR, intake, and mental status exam, plus customizable sections. Beyond documentation, it provides scheduling, client intake forms, billing and superbills, secure messaging, and compliance checking. A browser extension transfers notes into other EHRs and works alongside telehealth tools like Zoom and Google Meet. By default, audio recordings are deleted after transcription unless saved. It is aimed at solo therapists, group practices, and virtual care providers.
Best suited for
Calendly Notetaker is a free tier with paid upgrades (freemium); Upheal is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | Calendly Notetaker | Upheal |
|---|---|---|
| Core capability | Automatic meeting recording and transcription | AI-generated clinical progress notes in formats like SOAP, DAP, BIRP, and GIRP with customizable templates |
| Standout feature | AI-generated summaries with extracted action items | Session capture via built-in HIPAA-compliant telehealth video, in-person audio, dictation, or uploaded recordings |
| Team usage | Editable recaps shareable via email, link, or downloadable text file | Multi-language transcription (English, Spanish, Portuguese, German, French, Italian, Mandarin, Hindi) |
| Integrations | Interactive query of meeting transcripts and pre-drafted follow-up emails | Browser extension to transfer notes into other EHRs and use alongside Zoom and Google Meet |
| Languages & capture | Works with Zoom, Google Meet, and Microsoft Teams, including non-Calendly meetings | Integrated practice management: scheduling, intake forms, billing/superbills, and secure messaging |
| Best-fit workflow | Private-by-default recaps with optional password protection | Automatic deletion of audio recordings after transcription unless explicitly saved |
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.
Upheal
Choose Upheal if you need therapists automating clinical progress notes after telehealth or in-person sessions — strengths include purpose-built for therapists with clinically structured note templates rather than generic meeting summaries.
Calendly Notetaker
Upheal
It depends on your workflow. Calendly Notetaker is strong for calendly users who want automatic recaps of meetings they book, while Upheal is strong for therapists automating clinical progress notes after telehealth or in-person sessions. Both transcribe and summarize meetings.
Calendly Notetaker is a free tier with paid upgrades and Upheal 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 Calendly Notetaker and Upheal.
Calendly Notetaker: An AI meeting notetaker built into the Calendly scheduling platform that records meetings and generates summaries, transcripts, and action items. CallBro: Bot-free AI meeting assistant that transcribes calls from system audio and produces structured notes without joining the call. Which one wins depends on your platform mix, budget, and how hands-off you want notes to be.
Calendly Notetaker: An AI meeting notetaker built into the Calendly scheduling platform that records meetings and generates summaries, transcripts, and action items. Callabo: Korean AI meeting-notes service from Return Zero that records, transcribes, summarizes, and analyzes meetings for individuals and teams. We compare them on cost, capture approach, and day-to-day fit so you can choose faster.
Calendly Notetaker: An AI meeting notetaker built into the Calendly scheduling platform that records meetings and generates summaries, transcripts, and action items. Canopy Notetaker: AI meeting assistant built for accounting firms that records client calls and produces accounting-specific summaries and tasks. We compare them on cost, capture approach, and day-to-day fit so you can choose faster.
Calendly Notetaker: An AI meeting notetaker built into the Calendly scheduling platform that records meetings and generates summaries, transcripts, and action items. CaptureMyMeeting: AI meeting assistant that imports Zoom and Webex cloud recordings to generate notes, action items, and insights. Below, they line up on price, capture method, and how each fits a real meeting stack.
Calendly Notetaker: An AI meeting notetaker built into the Calendly scheduling platform that records meetings and generates summaries, transcripts, and 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. We compare them on cost, capture approach, and day-to-day fit so you can choose faster.
Calendly Notetaker: An AI meeting notetaker built into the Calendly scheduling platform that records meetings and generates summaries, transcripts, and 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. We compare them on cost, capture approach, and day-to-day fit so you can choose faster.
Calendly Notetaker: An AI meeting notetaker built into the Calendly scheduling platform that records meetings and generates summaries, transcripts, and 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. Here's where each one pulls ahead on pricing, features, and the meetings it suits best.
Calendly Notetaker: An AI meeting notetaker built into the Calendly scheduling platform that records meetings and generates summaries, transcripts, and action items. Choppity: AI video and audio platform that transcribes recordings, generates styled captions, and turns long-form content into short clips. Here's where each one pulls ahead on pricing, features, and the meetings it suits best.
Calendly Notetaker: An AI meeting notetaker built into the Calendly scheduling platform that records meetings and generates summaries, transcripts, and action items. Claap: Async video plus AI meeting recording and CRM updates Below, they line up on price, capture method, and how each fits a real meeting stack.
Calendly Notetaker: An AI meeting notetaker built into the Calendly scheduling platform that records meetings and generates summaries, transcripts, and action items. Cleft Notes: AI voice-note app that turns spoken thoughts and meeting audio into structured, organized notes. We compare them on cost, capture approach, and day-to-day fit so you can choose faster.
Calendly Notetaker: An AI meeting notetaker built into the Calendly scheduling platform that records meetings and generates summaries, transcripts, and action items. ClickUp AI Notetaker: ClickUp's built-in AI Notetaker captures meeting recordings, transcripts, and summaries and connects them to ClickUp Docs and tasks. This comparison weighs them on pricing, features, and everyday workflow fit.
Calendly Notetaker: An AI meeting notetaker built into the Calendly scheduling platform that records meetings and generates summaries, transcripts, and action items. Clipto: Mac-based AI transcription and knowledge assistant that indexes and searches meetings, interviews, podcasts, lectures, and other audio/video locally on-device. The right pick comes down to team size, budget, and the workflows you want to automate.