CaptureMyMeeting: AI meeting assistant that imports Zoom and Webex cloud recordings to generate notes, action items, and insights. Mili: Agentic AI platform for wealth advisors with recording-free meeting notes that sync directly into the CRM. Here's where each one pulls ahead on pricing, features, and the meetings it suits best.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist CaptureMyMeeting when teams that record webex or zoom meetings and want automatic notes and action items afterward matters most, and Mili when automatically syncing meeting summaries and tasks into an advisor crm matters most. Trial each on a few real meetings before you commit — the better fit usually shows fast.
AI meeting assistant that imports Zoom and Webex cloud recordings to generate notes, action items, and insights.
Agentic AI platform for wealth advisors with recording-free meeting notes that sync directly into the CRM.
CaptureMyMeeting is an AI-driven meeting productivity web application that turns recorded meetings into structured notes, action items, and insights. Rather than sending a bot into the live call, it connects to your existing video conferencing accounts and works from cloud recordings: once you integrate Zoom or Webex through the CaptureMyMeeting dashboard and enable transcription or the Webex Assistant for your organization, any new meeting recorded to the cloud is automatically imported and processed when it becomes available. Users can also upload recordings manually. The platform uses GPT-based processing to produce meeting summaries, action items, and sentiment analytics that track emotional tone over the course of a conversation. It provides full transcripts, meeting highlights, transcript downloads, and full-text search across both spoken and written meeting content. Detected action items can be pushed to task managers such as Todoist and BasicOps, and processed notes can be auto-shared with participants. It is aimed at teams and organizations that already run meetings on Webex or Zoom and want post-meeting documentation and decision tracking without manual note-taking. A paid Webex or Zoom account is required. Pricing varies by plan. Check the official website for current pricing.
Best suited for
Mili is an agentic AI platform built for wealth advisors that uses purpose-built agents to handle the busy work around client meetings and broader advisory operations. Its meeting agent delivers real-time, recording-free meeting notes across in-person, virtual, and phone conversations, capturing content through secure real-time streaming rather than joining calls as a bot or retaining audio recordings. After a meeting, Mili automatically generates professional summaries and follow-ups and updates CRM systems instantly, organizing notes and action items into custom formats suited to advisory work. Beyond note-taking, Mili offers a suite of specialized agents covering scheduling, data management, client onboarding, prospect research, compliance documentation, document processing, and marketing. The platform emphasizes a privacy-first, enterprise-grade posture with SOC 2 Type 2 certification, AES-256 encryption, PII redaction, and a commitment that client data does not train its models, running on AWS infrastructure. Mili integrates with advisor CRMs such as Wealthbox to sync meeting notes and tasks, and it is adopted by RIAs and broker-dealers, positioning itself as an operating layer across the advisor tech stack. Pricing varies by plan. Check the official website for current pricing.
Best suited for
CaptureMyMeeting is a free tier with paid upgrades (freemium); Mili is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | CaptureMyMeeting | Mili |
|---|---|---|
| Core capability | Automatic import and processing of Zoom and Webex cloud recordings | Recording-free, real-time meeting notes via secure streaming |
| Standout feature | GPT-generated meeting summaries and action items | Support for in-person, virtual, and phone meetings without joining as a bot |
| Team usage | Sentiment analysis with time-based emotional tracking | Automatic summaries, follow-ups, and instant CRM updates |
| Integrations | Full transcripts with full-text search across spoken and written content | Custom note and action-item formats for advisory workflows |
| Languages & capture | Action-item push to task managers such as Todoist and BasicOps | CRM sync with platforms such as Wealthbox |
| Best-fit workflow | Auto-sharing of processed notes with meeting participants | Additional agents for scheduling, onboarding, prospecting, and compliance |
CaptureMyMeeting
Choose CaptureMyMeeting if you need teams that record webex or zoom meetings and want automatic notes and action items afterward — strengths include works from existing cloud recordings, so no extra bot joins the live meeting.
Mili
Choose Mili if you need capturing recording-free notes from in-person and virtual client meetings — strengths include recording-free capture appeals to privacy-conscious advisory firms.
CaptureMyMeeting
Mili
It depends on your workflow. CaptureMyMeeting is strong for teams that record webex or zoom meetings and want automatic notes and action items afterward, while Mili is strong for capturing recording-free notes from in-person and virtual client meetings. Both transcribe and summarize meetings.
CaptureMyMeeting is a free tier with paid upgrades and Mili 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.
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