ClickUp AI Notetaker: ClickUp's built-in AI Notetaker captures meeting recordings, transcripts, and summaries and connects them to ClickUp Docs and tasks. Rafiki: AI sales intelligence platform that records, transcribes, and analyzes sales conversations to surface deal and coaching insights. 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 Rafiki when scoring and coaching reps against a defined sales methodology 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 sales intelligence platform that records, transcribes, and analyzes sales conversations to surface deal and coaching insights.
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
Rafiki is an AI-powered conversation and revenue intelligence platform built for SME and mid-market revenue teams. It captures sales conversations by joining calls across Zoom, Google Meet, and Microsoft Teams, and also handles phone calls, then automatically transcribes and analyzes the audio. From each recorded conversation, Rafiki generates meeting summaries, follow-up email drafts, and call scores aligned to popular sales methodologies such as MEDDIC and BANT. Beyond individual call notes, the platform rolls conversation signals up into deal- and pipeline-level views so managers can spot risks and coaching opportunities across the team. It integrates with CRMs including Salesforce, HubSpot, Zoho, and Pipedrive to sync notes and extracted fields, reducing manual data entry for reps. Rafiki also offers AI role play for rep training and a natural-language query tool ("Ask Rafiki") for interrogating call data. It is aimed at sales leaders, account executives, SDRs, customer success managers, and frontline managers who want conversation intelligence and coaching at a lower price point than large enterprise suites. 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); Rafiki is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | ClickUp AI Notetaker | Rafiki |
|---|---|---|
| Core capability | Captures meeting recordings with searchable transcripts | Records and transcribes calls across Zoom, Google Meet, Teams, and phone |
| Standout feature | Smart summaries of each call with key takeaways | AI-generated meeting summaries and follow-up email drafts |
| Team usage | Action item checklists that convert into ClickUp tasks | Call scoring against MEDDIC and BANT frameworks |
| Integrations | Full video recording for shorter calls, audio for longer ones | Deal and pipeline-level conversation analysis |
| Languages & capture | Transcription across many languages | CRM integrations with Salesforce, HubSpot, Zoho, and Pipedrive |
| Best-fit workflow | Connects meeting content to ClickUp Docs, tasks, and chat | AI role play for rep training and a natural-language 'Ask Rafiki' query tool |
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.
Rafiki
Choose Rafiki if you need automatically capturing notes and action items from sales calls — strengths include combines note-taking, coaching, and revenue intelligence in one platform.
ClickUp AI Notetaker
Rafiki
It depends on your workflow. ClickUp AI Notetaker is strong for generating meeting summaries that link to clickup project tasks, while Rafiki is strong for automatically capturing notes and action items from sales calls. Both transcribe and summarize meetings.
ClickUp AI Notetaker is a free tier with paid upgrades and Rafiki 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 Rafiki.
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.
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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. 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.
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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. 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.
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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. 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.