Calendly Notetaker: An AI meeting notetaker built into the Calendly scheduling platform that records meetings and generates summaries, transcripts, and action items. Velaris: Customer success platform that analyzes meeting transcripts and customer conversations into actionable insights. 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 Velaris when teams spotting early churn risk from meeting and message signals 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.
Customer success platform that analyzes meeting transcripts and customer conversations into actionable insights.
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
Velaris is an AI customer success platform that consolidates account health, product usage, and engagement signals, and includes capabilities for capturing and analyzing customer conversations. Its meeting and communication analysis can listen to meetings, create follow-up tasks, and turn meeting transcripts, emails, and chats into structured insights, surfacing context that would otherwise stay buried in call recordings and inboxes. Features such as call analysis and conversation summaries reduce the manual effort customer success managers spend recapping calls, while topic and signal dashboards highlight early churn risk, product feedback, and expansion opportunities across accounts. Velaris is built for customer success and account management teams at B2B SaaS companies with recurring revenue, where understanding the substance of customer meetings is central to retention. The platform integrates with many other tools so conversation insights connect to the broader customer record. It is actively operating in 2025 and 2026, with current customer logos, active integrations, and recent industry recognition, positioning its meeting analysis as part of a vertical customer success workflow. Pricing varies by plan. Check the official website for current pricing.
Best suited for
Calendly Notetaker is a free tier with paid upgrades (freemium); Velaris is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | Calendly Notetaker | Velaris |
|---|---|---|
| Core capability | Automatic meeting recording and transcription | Analysis of customer meeting transcripts and conversations |
| Standout feature | AI-generated summaries with extracted action items | Automatic follow-up task creation from meetings |
| Team usage | Editable recaps shareable via email, link, or downloadable text file | Conversation summaries that reduce manual recap work |
| Integrations | Interactive query of meeting transcripts and pre-drafted follow-up emails | Topic and signal dashboards for churn and expansion cues |
| Languages & capture | Works with Zoom, Google Meet, and Microsoft Teams, including non-Calendly meetings | Integrations with many customer success and communication tools |
| Best-fit workflow | Private-by-default recaps with optional password protection | Analysis of customer meeting transcripts and conversations |
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.
Velaris
Choose Velaris if you need cs managers turning customer calls into structured follow-ups — strengths include connects meeting insights to overall account health.
Calendly Notetaker
Velaris
It depends on your workflow. Calendly Notetaker is strong for calendly users who want automatic recaps of meetings they book, while Velaris is strong for cs managers turning customer calls into structured follow-ups. Both transcribe and summarize meetings.
Calendly Notetaker is a free tier with paid upgrades and Velaris is a free tier with paid upgrades. Check each vendor's pricing page for the latest plans and free-tier limits.
You can — some teams pair them when each covers a different part of the meeting workflow.
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