ClickUp AI Notetaker: ClickUp's built-in AI Notetaker captures meeting recordings, transcripts, and summaries and connects them to ClickUp Docs and tasks. Upheal: Upheal is an AI-native EHR for mental health therapists that records and transcribes sessions to auto-generate clinical progress notes. 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 Upheal when group practices standardizing documentation and compliance across multiple clinicians 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.
Upheal is an AI-native EHR for mental health therapists that records and transcribes sessions to auto-generate clinical progress notes.
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
Upheal is an AI-native electronic health record (EHR) platform built specifically for mental health therapists and behavioral health practices. It records and transcribes therapy sessions and then generates clinical progress notes formatted to a chosen template, typically within about a minute. Sessions can be captured through Upheal's built-in HIPAA-compliant telehealth video, in-person audio recording, dictation, or by uploading pre-recorded audio files; transcription supports multiple languages including English, Spanish, Portuguese, German, French, Italian, Mandarin, and Hindi. The platform offers numerous note formats such as SOAP, DAP, BIRP, GIRP, EMDR, intake, and mental status exam, plus customizable sections. Beyond documentation, it provides scheduling, client intake forms, billing and superbills, secure messaging, and compliance checking. A browser extension transfers notes into other EHRs and works alongside telehealth tools like Zoom and Google Meet. By default, audio recordings are deleted after transcription unless saved. It is aimed at solo therapists, group practices, and virtual care providers.
Best suited for
ClickUp AI Notetaker is a free tier with paid upgrades (freemium); Upheal is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | ClickUp AI Notetaker | Upheal |
|---|---|---|
| Core capability | Captures meeting recordings with searchable transcripts | AI-generated clinical progress notes in formats like SOAP, DAP, BIRP, and GIRP with customizable templates |
| Standout feature | Smart summaries of each call with key takeaways | Session capture via built-in HIPAA-compliant telehealth video, in-person audio, dictation, or uploaded recordings |
| Team usage | Action item checklists that convert into ClickUp tasks | Multi-language transcription (English, Spanish, Portuguese, German, French, Italian, Mandarin, Hindi) |
| Integrations | Full video recording for shorter calls, audio for longer ones | Browser extension to transfer notes into other EHRs and use alongside Zoom and Google Meet |
| Languages & capture | Transcription across many languages | Integrated practice management: scheduling, intake forms, billing/superbills, and secure messaging |
| Best-fit workflow | Connects meeting content to ClickUp Docs, tasks, and chat | Automatic deletion of audio recordings after transcription unless explicitly saved |
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.
Upheal
Choose Upheal if you need therapists automating clinical progress notes after telehealth or in-person sessions — strengths include purpose-built for therapists with clinically structured note templates rather than generic meeting summaries.
ClickUp AI Notetaker
Upheal
It depends on your workflow. ClickUp AI Notetaker is strong for generating meeting summaries that link to clickup project tasks, while Upheal is strong for therapists automating clinical progress notes after telehealth or in-person sessions. Both transcribe and summarize meetings.
ClickUp AI Notetaker is a free tier with paid upgrades and Upheal 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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