ClickUp AI Notetaker: ClickUp's built-in AI Notetaker captures meeting recordings, transcripts, and summaries and connects them to ClickUp Docs and tasks. Momentum: AI conversation intelligence and revenue platform that records and summarizes sales calls and automates CRM updates and post-call workflows. 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 Momentum when revops and leaders generating pipeline and forecast insights matters most. Test each on your own meetings; the right choice tends to become obvious quickly.
ClickUp's built-in AI Notetaker captures meeting recordings, transcripts, and summaries and connects them to ClickUp Docs and tasks.
AI conversation intelligence and revenue platform that records and summarizes sales calls and automates CRM updates and post-call workflows.
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
Momentum is an AI conversation intelligence and revenue orchestration platform that records, transcribes and analyzes sales and customer-success calls to turn unstructured conversations into structured, actionable data. After calls, it generates AI summaries and notes and extracts key signals, then uses agent-style automations to handle downstream work such as updating Salesforce fields, advancing pipeline stages and generating call notes so reps spend less time on manual data entry. The platform is organized around purpose-built agents, including a deal execution agent for post-call CRM updates, a customer retention agent that surfaces churn signals and sentiment from conversations, a revenue-leadership agent that produces executive briefings and pipeline insights, and a coaching agent that offers call-based coaching recommendations. Momentum integrates deeply with Salesforce, connects to Slack for real-time deal notifications and deal rooms, and can sync data into warehouses such as Snowflake for analysis. It also offers botless recording for Google Meet, capturing calls without adding a visible participant. Momentum is aimed at sales representatives, customer success managers, sales managers, RevOps teams and revenue leaders who want conversation data to flow automatically into their CRM and reporting. 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); Momentum is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | ClickUp AI Notetaker | Momentum |
|---|---|---|
| Core capability | Captures meeting recordings with searchable transcripts | Records, transcribes and analyzes sales and CS calls |
| Standout feature | Smart summaries of each call with key takeaways | AI summaries and automatic call notes |
| Team usage | Action item checklists that convert into ClickUp tasks | Automated Salesforce field and pipeline updates |
| Integrations | Full video recording for shorter calls, audio for longer ones | Purpose-built agents for deal execution, retention, coaching and leadership insights |
| Languages & capture | Transcription across many languages | Slack integration for deal notifications and deal rooms |
| Best-fit workflow | Connects meeting content to ClickUp Docs, tasks, and chat | Botless Google Meet recording and data warehouse sync |
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.
Momentum
Choose Momentum if you need sales reps automating crm updates from call content — strengths include deep salesforce automation reduces manual crm data entry.
ClickUp AI Notetaker
Momentum
It depends on your workflow. ClickUp AI Notetaker is strong for generating meeting summaries that link to clickup project tasks, while Momentum is strong for sales reps automating crm updates from call content. Both transcribe and summarize meetings.
ClickUp AI Notetaker is a free tier with paid upgrades and Momentum is a free tier with paid upgrades. Check each vendor's pricing page for the latest plans and free-tier limits.
Often yes: teams combine tools when one handles capture and another handles analysis.
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