ClickUp AI Notetaker: ClickUp's built-in AI Notetaker captures meeting recordings, transcripts, and summaries and connects them to ClickUp Docs and tasks. Trellus: Real-time AI sales coaching and parallel dialer delivered as a lightweight Chrome extension that layers onto existing sales tools. 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 Trellus when increasing connect rates with a parallel dialer matters most. Try them side by side on real calls before deciding — needs vary by team.
ClickUp's built-in AI Notetaker captures meeting recordings, transcripts, and summaries and connects them to ClickUp Docs and tasks.
Real-time AI sales coaching and parallel dialer delivered as a lightweight Chrome extension that layers onto existing sales tools.
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
Trellus is a real-time AI sales coaching and dialing tool delivered primarily as a lightweight Chrome extension that layers on top of existing sales engagement platforms such as Salesloft, Outreach, and HubSpot. Its real-time coaching analyzes call audio during live conversations to detect intent and signals and provides adaptive guidance, nudging reps to adjust pacing, listen more, or change approach as the conversation unfolds. Alongside live coaching, Trellus offers a parallel dialer that lets reps dial multiple lines at once to increase connect rates, with automated voicemail drops and number-health monitoring. The platform also includes AI voice agents that can handle inbound qualification or act as practice prospects for rep training, plus call analytics and performance scoring so managers can review conversations after the fact. A sales floor feature supports team collaboration. Because it runs as a browser extension on top of tools reps already use, Trellus is designed to add live guidance and faster dialing without requiring teams to migrate to a separate platform. It is aimed at sales development reps, account executives, and sales leaders focused on outbound calling performance. 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); Trellus is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | ClickUp AI Notetaker | Trellus |
|---|---|---|
| Core capability | Captures meeting recordings with searchable transcripts | Real-time, in-call AI coaching and adaptive guidance |
| Standout feature | Smart summaries of each call with key takeaways | Parallel dialer with multiple simultaneous lines |
| Team usage | Action item checklists that convert into ClickUp tasks | Automated voicemail drops and number-health monitoring |
| Integrations | Full video recording for shorter calls, audio for longer ones | AI voice agents for practice roleplay and inbound qualification |
| Languages & capture | Transcription across many languages | Call analytics and performance scoring |
| Best-fit workflow | Connects meeting content to ClickUp Docs, tasks, and chat | Chrome extension that layers onto Salesloft, Outreach, and HubSpot |
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.
Trellus
Choose Trellus if you need coaching reps in real time during outbound calls — strengths include adds live coaching and dialing without replacing existing tools.
ClickUp AI Notetaker
Trellus
It depends on your workflow. ClickUp AI Notetaker is strong for generating meeting summaries that link to clickup project tasks, while Trellus is strong for coaching reps in real time during outbound calls. Both transcribe and summarize meetings.
ClickUp AI Notetaker is a free tier with paid upgrades and Trellus 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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