Calendly Notetaker: An AI meeting notetaker built into the Calendly scheduling platform that records meetings and generates summaries, transcripts, and action items. WINN.AI: A real-time AI sales assistant that joins calls to provide playbook guidance, capture data, take notes, and automatically update the CRM. The right pick comes down to team size, budget, and the workflows you want to automate.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist Calendly Notetaker when calendly users who want automatic recaps of meetings they book matters most, and WINN.AI when sales leaders standardizing methodology and execution across a team matters most. Trial each on a few real meetings before you commit — the better fit usually shows fast.
An AI meeting notetaker built into the Calendly scheduling platform that records meetings and generates summaries, transcripts, and action items.
A real-time AI sales assistant that joins calls to provide playbook guidance, capture data, take notes, and automatically update 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
WINN.AI is a real-time AI sales assistant built for sales reps, sales leaders, and revenue operations teams who want consistent execution on customer calls. During a meeting, WINN listens to the conversation and shows the rep, in real time, which playbook topics have been covered and which still need to be addressed, surfacing cues, suggested questions, and battle cards so reps stay on message and handle objections consistently. Sales leaders can encode their playbook and align it to common methodologies such as MEDDIC, MEDDPICC, SPICED, Challenger, and BANT so that the same process is reinforced across the whole team. Beyond live guidance, WINN automates the administrative side of selling: it takes notes, captures structured data from the conversation, updates CRM records including custom fields, and can draft follow-up emails and help with meeting preparation. It integrates with CRM and meeting platforms including Salesforce, HubSpot, Zoom, and Google Meet, syncing captured data automatically to reduce manual entry. WINN.AI is positioned as a revenue execution platform that combines real-time meeting coaching with automated note-taking and CRM hygiene, making it best suited to B2B sales teams that run structured discovery and demo calls. Pricing varies by plan. Check the official website for current pricing.
Best suited for
Calendly Notetaker is a free tier with paid upgrades (freemium); WINN.AI is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | Calendly Notetaker | WINN.AI |
|---|---|---|
| Core capability | Automatic meeting recording and transcription | Real-time playbook tracking that shows covered and remaining topics during calls |
| Standout feature | AI-generated summaries with extracted action items | Live cues, suggested questions, and battle cards for handling objections |
| Team usage | Editable recaps shareable via email, link, or downloadable text file | Support for sales methodologies like MEDDIC, MEDDPICC, SPICED, and BANT |
| Integrations | Interactive query of meeting transcripts and pre-drafted follow-up emails | Automatic note-taking and structured data capture from conversations |
| Languages & capture | Works with Zoom, Google Meet, and Microsoft Teams, including non-Calendly meetings | Automated CRM updates, including custom records, plus follow-up email drafting |
| Best-fit workflow | Private-by-default recaps with optional password protection | Integrations with Salesforce, HubSpot, Zoom, and Google Meet |
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.
WINN.AI
Choose WINN.AI if you need sales reps getting live playbook and objection-handling guidance on calls — strengths include real-time, in-call guidance keeps reps aligned to the sales playbook.
Calendly Notetaker
WINN.AI
It depends on your workflow. Calendly Notetaker is strong for calendly users who want automatic recaps of meetings they book, while WINN.AI is strong for sales reps getting live playbook and objection-handling guidance on calls. Both transcribe and summarize meetings.
Calendly Notetaker is a free tier with paid upgrades and WINN.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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