ClickUp AI Notetaker: ClickUp's built-in AI Notetaker captures meeting recordings, transcripts, and summaries and connects them to ClickUp Docs and tasks. SmartWinnr: AI roleplay and coaching platform for regulated industries where reps rehearse customer conversations with AI avatars. 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 SmartWinnr when accelerating onboarding and certification for sales teams in regulated sectors 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 roleplay and coaching platform for regulated industries where reps rehearse customer conversations with AI avatars.
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
SmartWinnr is a practice-first AI roleplay and coaching platform aimed at sales teams in regulated industries such as pharmaceuticals, medical devices, and other life sciences fields. Reps rehearse real customer conversations through voice-based, two-way simulations with AI avatars that listen, ask follow-up questions, raise objections, and react to delivery, helping build compliant messaging into habit. After each session, the platform provides automated, multi-dimensional scoring and real-time AI coaching that highlights conversation quality, which the company says reduces manager workload by handling much of the evaluation. Buyer personas can be customized to mirror ideal customer profiles across industries, and the company states that new lifelike simulations can be created or updated quickly from customizable templates. Managers and enablement leaders get analytics dashboards that show rep scores, practice frequency, and skill gaps so they can target coaching efficiently, while gamification features such as points, badges, and leaderboards encourage ongoing practice. SmartWinnr is accessible on desktop and mobile and is designed for sales leaders, training managers, and enablement professionals who need scalable, audit-conscious practice for customer-facing teams. 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); SmartWinnr is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | ClickUp AI Notetaker | SmartWinnr |
|---|---|---|
| Core capability | Captures meeting recordings with searchable transcripts | Two-way voice-based AI roleplay with avatars that ask follow-ups and raise objections |
| Standout feature | Smart summaries of each call with key takeaways | Automated multi-dimensional scoring of rep practice sessions |
| Team usage | Action item checklists that convert into ClickUp tasks | Real-time AI coaching highlighting conversation quality |
| Integrations | Full video recording for shorter calls, audio for longer ones | Customizable buyer personas mirroring ideal customer profiles |
| Languages & capture | Transcription across many languages | Manager analytics dashboards showing scores, practice frequency, and skill gaps |
| Best-fit workflow | Connects meeting content to ClickUp Docs, tasks, and chat | Gamification with points, badges, and leaderboards |
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.
SmartWinnr
Choose SmartWinnr if you need pharma and medtech reps rehearsing compliant messaging for hcp conversations — strengths include purpose-built for regulated industries like pharma and medical devices.
ClickUp AI Notetaker
SmartWinnr
It depends on your workflow. ClickUp AI Notetaker is strong for generating meeting summaries that link to clickup project tasks, while SmartWinnr is strong for pharma and medtech reps rehearsing compliant messaging for hcp conversations. Both transcribe and summarize meetings.
ClickUp AI Notetaker is a free tier with paid upgrades and SmartWinnr 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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