ClickUp AI Notetaker: ClickUp's built-in AI Notetaker captures meeting recordings, transcripts, and summaries and connects them to ClickUp Docs and tasks. GReminders: End-to-end meeting management platform for client-facing professionals, pairing scheduling and reminders with an AI notetaker. We compare them on cost, capture approach, and day-to-day fit so you can choose faster.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist ClickUp AI Notetaker when generating meeting summaries that link to clickup project tasks matters most, and GReminders when documenting insurance and legal client appointments with crm-ready notes matters most. Trial each on a few real meetings before you commit — the better fit usually shows fast.
ClickUp's built-in AI Notetaker captures meeting recordings, transcripts, and summaries and connects them to ClickUp Docs and tasks.
End-to-end meeting management platform for client-facing professionals, pairing scheduling and reminders with an AI notetaker.
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
GReminders is a meeting-management platform aimed at client-facing professionals such as financial advisors, insurance professionals, attorneys, accountants, and others who run a high volume of client appointments. It bundles automated scheduling, SMS, email, and voice appointment reminders, CRM automation, and an AI Notetaker into a single workflow that spans before, during, and after the meeting. The AI Notetaker can automatically join Zoom, Microsoft Teams, Webex, and other video calls, and can also record in-person meetings via the mobile app, then produce a meeting summary, full transcript, and action items, with notes that can be pushed into the user's CRM using customizable templates. GReminders also offers pre-meeting briefs and an in-meeting AI assistant for real-time questions. It integrates with calendars (Google, Outlook, Microsoft 365, Exchange), CRMs commonly used in wealth and client services (Salesforce, HubSpot, Redtail, Wealthbox, Pipedrive), and compliance archiving systems such as Smarsh, Veritas, and Global Relay. The platform emphasizes support for regulated environments, including HIPAA and FINRA-oriented workflows and Business Associate Agreements. 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); GReminders is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | ClickUp AI Notetaker | GReminders |
|---|---|---|
| Core capability | Captures meeting recordings with searchable transcripts | AI Notetaker that joins video calls and records in-person meetings |
| Standout feature | Smart summaries of each call with key takeaways | Automated scheduling with direct client booking |
| Team usage | Action item checklists that convert into ClickUp tasks | SMS, email, and voice appointment reminders |
| Integrations | Full video recording for shorter calls, audio for longer ones | Pre-meeting briefs and an in-meeting AI assistant for real-time questions |
| Languages & capture | Transcription across many languages | CRM automation that pushes summaries and action items into client records |
| Best-fit workflow | Connects meeting content to ClickUp Docs, tasks, and chat | Integrations with calendars, CRMs, and compliance archiving systems |
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.
GReminders
Choose GReminders if you need automating scheduling, reminders, and notetaking for advisor client meetings — strengths include covers the full meeting lifecycle, not just notetaking.
ClickUp AI Notetaker
GReminders
It depends on your workflow. ClickUp AI Notetaker is strong for generating meeting summaries that link to clickup project tasks, while GReminders is strong for automating scheduling, reminders, and notetaking for advisor client meetings. Both transcribe and summarize meetings.
ClickUp AI Notetaker is a free tier with paid upgrades and GReminders 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.
More head-to-head comparisons involving ClickUp AI Notetaker and GReminders.
ClickUp AI Notetaker: ClickUp's built-in AI Notetaker captures meeting recordings, transcripts, and summaries and connects them to ClickUp Docs and tasks. Clipto: Mac-based AI transcription and knowledge assistant that indexes and searches meetings, interviews, podcasts, lectures, and other audio/video locally on-device. Which one wins depends on your platform mix, budget, and how hands-off you want notes to be.
ClickUp AI Notetaker: ClickUp's built-in AI Notetaker captures meeting recordings, transcripts, and summaries and connects them to ClickUp Docs and tasks. Close Notetaker: An AI notetaker built into Close CRM that automatically transcribes and summarizes sales calls and meetings inside the CRM. Here's where each one pulls ahead on pricing, features, and the meetings it suits best.
ClickUp AI Notetaker: ClickUp's built-in AI Notetaker captures meeting recordings, transcripts, and summaries and connects them to ClickUp Docs and tasks. Coach Pilot: AI sales coaching agent that joins calls, coaches reps in real time, updates the CRM, and scores deals. Which one wins depends on your platform mix, budget, and how hands-off you want notes to be.
ClickUp AI Notetaker: ClickUp's built-in AI Notetaker captures meeting recordings, transcripts, and summaries and connects them to ClickUp Docs and tasks. Cockatoo: AI transcription and note-taking service that records and transcribes meetings and lectures, then turns them into structured notes and summaries. Which one wins depends on your platform mix, budget, and how hands-off you want notes to be.
ClickUp AI Notetaker: ClickUp's built-in AI Notetaker captures meeting recordings, transcripts, and summaries and connects them to ClickUp Docs and tasks. Coconote: AI note taker by Quizlet that turns lectures, meetings, documents, videos, and audio into organized notes, transcripts, and study materials. We compare them on cost, capture approach, and day-to-day fit so you can choose faster.
ClickUp AI Notetaker: ClickUp's built-in AI Notetaker captures meeting recordings, transcripts, and summaries and connects them to ClickUp Docs and tasks. CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. This comparison weighs them on pricing, features, and everyday workflow fit.
ClickUp AI Notetaker: ClickUp's built-in AI Notetaker captures meeting recordings, transcripts, and summaries and connects them to ClickUp Docs and tasks. Cogram: AI platform for the architecture, engineering and construction industry that automates meeting minutes and action items with strong privacy controls. The right pick comes down to team size, budget, and the workflows you want to automate.
ClickUp AI Notetaker: ClickUp's built-in AI Notetaker captures meeting recordings, transcripts, and summaries and connects them to ClickUp Docs and tasks. ColdCALR: AI cold-call roleplay and training tool where reps practice scripts against AI prospects and get scored on technique. Here's where each one pulls ahead on pricing, features, and the meetings it suits best.
ClickUp AI Notetaker: ClickUp's built-in AI Notetaker captures meeting recordings, transcripts, and summaries and connects them to ClickUp Docs and tasks. Comulytic Note Pro: Card-thin AI voice recorder and companion app that records, transcribes, and summarizes meetings, calls, and client conversations. Here's where each one pulls ahead on pricing, features, and the meetings it suits best.
ClickUp AI Notetaker: ClickUp's built-in AI Notetaker captures meeting recordings, transcripts, and summaries and connects them to ClickUp Docs and tasks. Condens: UX research platform for storing, transcribing, tagging, and analyzing user interviews in a searchable, collaborative repository. Here's where each one pulls ahead on pricing, features, and the meetings it suits best.
ClickUp AI Notetaker: ClickUp's built-in AI Notetaker captures meeting recordings, transcripts, and summaries and connects them to ClickUp Docs and tasks. Conveo: AI-led qualitative research platform that runs video, voice, and text interviews and analyzes every signal for insights at speed. Here's where each one pulls ahead on pricing, features, and the meetings it suits best.
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.