ClickUp AI Notetaker: ClickUp's built-in AI Notetaker captures meeting recordings, transcripts, and summaries and connects them to ClickUp Docs and tasks. Siro: AI coaching platform for in-person and field sales that records, transcribes, and analyzes face-to-face conversations via a mobile app. Below, they line up on price, capture method, and how each fits a real meeting stack.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist ClickUp AI Notetaker when generating meeting summaries that link to clickup project tasks matters most, and Siro when coaching field reps remotely using recorded conversations 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 coaching platform for in-person and field sales that records, transcribes, and analyzes face-to-face conversations via a mobile app.
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
Siro is an AI coaching and conversation intelligence platform designed specifically for in-person and field sales teams, a segment that traditional call-recording tools built for video meetings do not cover. Reps record their face-to-face customer conversations using Siro's mobile app, and the platform automatically transcribes and analyzes those recordings to surface coaching opportunities, objections, and selling behaviors. A real-time capability called Halftime delivers coaching cues mid-conversation. Siro includes Ask Siro, which lets sales leaders query recorded field conversations in natural language to find patterns in objections, competitive mentions, and rep performance, with answers linked back to specific recordings so managers can review and coach efficiently across many consultations. A self-coaching feature surfaces how stronger reps handled similar situations, giving reps an example to learn from. The platform also drafts follow-ups, flags key deal moments, and syncs data to CRM systems. Siro serves industries with heavy field and in-home selling, such as home improvement, home services, automotive retail, telecom, multifamily housing, and medical aesthetics. 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); Siro is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | ClickUp AI Notetaker | Siro |
|---|---|---|
| Core capability | Captures meeting recordings with searchable transcripts | Mobile recording and transcription of in-person sales conversations |
| Standout feature | Smart summaries of each call with key takeaways | Real-time mid-conversation coaching (Halftime) |
| Team usage | Action item checklists that convert into ClickUp tasks | Ask Siro natural-language search across recorded field conversations |
| Integrations | Full video recording for shorter calls, audio for longer ones | Self-coaching with examples drawn from top-performing reps |
| Languages & capture | Transcription across many languages | Automated follow-up drafting and CRM sync |
| Best-fit workflow | Connects meeting content to ClickUp Docs, tasks, and chat | Performance analytics and coaching insights for managers |
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.
Siro
Choose Siro if you need recording and analyzing in-home and field sales appointments — strengths include purpose-built for in-person and field sales that video tools miss.
ClickUp AI Notetaker
Siro
It depends on your workflow. ClickUp AI Notetaker is strong for generating meeting summaries that link to clickup project tasks, while Siro is strong for recording and analyzing in-home and field sales appointments. Both transcribe and summarize meetings.
ClickUp AI Notetaker is a free tier with paid upgrades and Siro 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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