ClickUp AI Notetaker: ClickUp's built-in AI Notetaker captures meeting recordings, transcripts, and summaries and connects them to ClickUp Docs and tasks. Pifini: AI-native sales enablement platform with a live call copilot and AI call scoring that evaluates sales conversations and routes reps into targeted coaching. Which one wins depends on your platform mix, budget, and how hands-off you want notes to be.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist ClickUp AI Notetaker when generating meeting summaries that link to clickup project tasks matters most, and Pifini when providing real-time in-call guidance and objection handling to sellers 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-native sales enablement platform with a live call copilot and AI call scoring that evaluates sales conversations and routes reps into targeted coaching.
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
Pifini is an AI-native sales enablement platform that combines real-time call assistance with AI-driven call scoring, with a particular focus on partner and channel sales ecosystems as well as direct sales teams. Its Live Sales Call Copilot (described as a 'wingman') listens during active conversations and provides real-time guidance, objection-handling prompts, and contextual content recommendations to help reps move deals forward. After calls, Pifini's AI call scoring evaluates every eligible conversation against defined success criteria, identifying strengths, weaknesses, missed moments, talk patterns, tone, objection handling, and messaging accuracy, then surfaces coaching opportunities. A defining workflow is the link between analysis and training: when the scoring engine detects recurring skill gaps, it can automatically route reps or partners into targeted modules inside the platform's enterprise learning management system, letting leaders assign content, track completion, and measure whether coaching changes future call performance. Beyond call intelligence, Pifini bundles digital sales rooms, AI-powered sales role-play for practice, a partner enablement hub, and integrations with common sales and CRM tools. It is aimed at organizations that sell through resellers, distributors, and alliances, where coaching call activity at scale is difficult because much of the selling happens outside the company, as well as internal sales teams seeking consistent call scoring and enablement in one platform. 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); Pifini is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | ClickUp AI Notetaker | Pifini |
|---|---|---|
| Core capability | Captures meeting recordings with searchable transcripts | Live Sales Call Copilot providing real-time guidance and objection-handling prompts |
| Standout feature | Smart summaries of each call with key takeaways | AI call scoring that evaluates conversations against defined success criteria |
| Team usage | Action item checklists that convert into ClickUp tasks | Automated routing of reps into targeted training based on detected skill gaps |
| Integrations | Full video recording for shorter calls, audio for longer ones | Integrated enterprise learning management system for enablement |
| Languages & capture | Transcription across many languages | AI-powered sales role-play for practicing scripts and objections |
| Best-fit workflow | Connects meeting content to ClickUp Docs, tasks, and chat | Digital sales rooms for buyer engagement |
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.
Pifini
Choose Pifini if you need coaching reps and channel partners at scale with automated call scoring — strengths include connects call analysis directly to targeted coaching and training workflows.
ClickUp AI Notetaker
Pifini
It depends on your workflow. ClickUp AI Notetaker is strong for generating meeting summaries that link to clickup project tasks, while Pifini is strong for coaching reps and channel partners at scale with automated call scoring. Both transcribe and summarize meetings.
ClickUp AI Notetaker is a free tier with paid upgrades and Pifini is a free tier with paid upgrades. Check each vendor's pricing page for the latest plans and free-tier limits.
You can — some teams pair them when each covers a different part of the meeting workflow.
More head-to-head comparisons involving ClickUp AI Notetaker and Pifini.
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.
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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.