ClickUp AI Notetaker: ClickUp's built-in AI Notetaker captures meeting recordings, transcripts, and summaries and connects them to ClickUp Docs and tasks. Demodesk: AI sales meeting platform that records, transcribes, coaches reps, and automates note-taking, follow-ups, and CRM updates. Here's where each one pulls ahead on pricing, features, and the meetings it suits best.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist ClickUp AI Notetaker when generating meeting summaries that link to clickup project tasks matters most, and Demodesk when coaching reps with methodology-based call scoring at scale matters most. Run both through a week of actual calls to see which suits your workflow.
ClickUp's built-in AI Notetaker captures meeting recordings, transcripts, and summaries and connects them to ClickUp Docs and tasks.
AI sales meeting platform that records, transcribes, coaches reps, and automates note-taking, follow-ups, and CRM updates.
ClickUp AI Notetaker is a meeting assistant that is part of ClickUp's broader Brain AI suite, built for teams that run their projects, docs, and tasks inside ClickUp. The Notetaker captures meetings and produces a recording, a searchable transcript, and a smart summary so that participants can stay focused on the discussion rather than manual notetaking. For shorter or smaller meetings it can include a full video recording in the notes, while longer or larger calls retain a full audio recording, and it can transcribe across a wide range of languages. Its defining strength is that captured content connects directly to ClickUp's docs, tasks, and chat: the assistant generates overview summaries, bullet-point key takeaways, and a checklist of action items, and those action items can be converted into assigned tasks within the workspace. This keeps meeting outcomes tied to the same place where work is tracked and executed. ClickUp AI Notetaker is intended for product, operations, and cross-functional teams that want meeting documentation and follow-up tasks to live alongside their existing ClickUp workflows rather than in a separate tool. Pricing varies by plan. Check the official website for current pricing.
Best suited for
Demodesk is an AI sales platform that turns sales conversations into recorded, transcribed, and analyzed data for revenue teams. It captures meetings through integrations with Microsoft Teams, Google Meet, and Zoom, and offers a mobile app that records offline meetings, phone calls, and in-person conversations. After each call, its AI assistant produces transcripts (supporting many languages), summaries, and personalized follow-up drafts, and can fill CRM fields automatically. A dedicated AI Coach scores calls against custom or pre-built scorecards based on methodologies such as BANT, MEDDIC, and SPICED, delivering feedback, deal insights, and performance dashboards so managers can scale coaching without manually reviewing every recording. The platform also surfaces analytics on pipeline health, customer sentiment, product feedback, and go-to-market trends, and includes workflow automation for deal management and escalations. Demodesk integrates with CRMs including HubSpot, Salesforce, and Pipedrive plus calendars and dialers. It is built for sales reps, sales managers, revenue leaders, RevOps, customer success, and product and marketing teams who want coaching and automation around live sales meetings. Pricing varies by plan. Check the official website for current pricing.
Best suited for
ClickUp AI Notetaker is a free tier with paid upgrades (freemium); Demodesk is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | ClickUp AI Notetaker | Demodesk |
|---|---|---|
| Core capability | Captures meeting recordings with searchable transcripts | Records and transcribes meetings across Teams, Google Meet, and Zoom |
| Standout feature | Smart summaries of each call with key takeaways | Mobile capture of phone calls and in-person conversations |
| Team usage | Action item checklists that convert into ClickUp tasks | AI Coach with scorecards for BANT, MEDDIC, and SPICED |
| Integrations | Full video recording for shorter calls, audio for longer ones | Automated summaries, follow-up drafts, and CRM field updates |
| Languages & capture | Transcription across many languages | Pipeline, sentiment, and go-to-market analytics |
| Best-fit workflow | Connects meeting content to ClickUp Docs, tasks, and chat | Workflow automation for deal management and escalations |
ClickUp AI Notetaker
Choose ClickUp AI Notetaker if you need generating meeting summaries that link to clickup project tasks — strengths include tightly integrated with clickup docs and task management.
Demodesk
Choose Demodesk if you need automating note-taking, follow-ups, and crm updates after sales meetings — strengths include covers live virtual meetings plus offline and in-person calls via mobile.
ClickUp AI Notetaker
Demodesk
It depends on your workflow. ClickUp AI Notetaker is strong for generating meeting summaries that link to clickup project tasks, while Demodesk is strong for automating note-taking, follow-ups, and crm updates after sales meetings. Both transcribe and summarize meetings.
ClickUp AI Notetaker is a free tier with paid upgrades and Demodesk 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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ClickUp AI Notetaker: ClickUp's built-in AI Notetaker captures meeting recordings, transcripts, and summaries and connects them to ClickUp Docs and tasks. Convin: AI conversation intelligence platform for contact centers and sales teams that records, transcribes, and scores calls, chats, and emails. Which one wins depends on your platform mix, budget, and how hands-off you want notes to be.