ClickUp AI Notetaker: ClickUp's built-in AI Notetaker captures meeting recordings, transcripts, and summaries and connects them to ClickUp Docs and tasks. Zocks: Privacy-first AI assistant for financial advisors that automates client meeting notes, follow-ups, forms, and CRM updates. 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 Zocks when auto-populating crm records and planning tools after advisor meetings 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.
Privacy-first AI assistant for financial advisors that automates client meeting notes, follow-ups, forms, and CRM updates.
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
Zocks is an AI assistant built specifically for financial advisors and wealth management firms to reduce the administrative burden around client meetings. During virtual or in-person conversations it captures notes with speaker attribution and surfaces live meeting analysis, then turns the discussion into structured documentation, follow-up emails, and tasks. Zocks emphasizes a privacy-first design: according to the company it stores the notes themselves rather than retaining audio or video recordings of the meeting. After a meeting, it can automatically fill intake, fact-finder, and account-opening forms, build client profiles, and push updates into advisor-focused CRMs and planning tools such as Wealthbox, Redtail, Salesforce, HubSpot, and eMoney. The platform also offers pre-meeting preparation with agendas and client context, and document intelligence to extract financial details. Positioned as a co-pilot that sits across the advisory workflow, Zocks aims to free advisors to focus on the client conversation while the system handles documentation and downstream data entry. It is used by independent practices and larger enterprise firms. 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); Zocks is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | ClickUp AI Notetaker | Zocks |
|---|---|---|
| Core capability | Captures meeting recordings with searchable transcripts | AI note-taking with speaker attribution for client meetings |
| Standout feature | Smart summaries of each call with key takeaways | Live meeting analysis during calls |
| Team usage | Action item checklists that convert into ClickUp tasks | Automatic form filling for intake, fact-finder, and account-opening documents |
| Integrations | Full video recording for shorter calls, audio for longer ones | CRM auto-sync with Wealthbox, Redtail, Salesforce, HubSpot, and eMoney |
| Languages & capture | Transcription across many languages | AI-drafted follow-up and client response emails |
| Best-fit workflow | Connects meeting content to ClickUp Docs, tasks, and chat | Pre-meeting preparation with agendas and client profiles |
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.
Zocks
Choose Zocks if you need documenting client review and discovery meetings for compliance and records — strengths include purpose-built for financial advisors rather than a generic notetaker.
ClickUp AI Notetaker
Zocks
It depends on your workflow. ClickUp AI Notetaker is strong for generating meeting summaries that link to clickup project tasks, while Zocks is strong for documenting client review and discovery meetings for compliance and records. Both transcribe and summarize meetings.
ClickUp AI Notetaker is a free tier with paid upgrades and Zocks is a free tier with paid upgrades. Check each vendor's pricing page for the latest plans and free-tier limits.
Sure. Running both makes sense when their strengths don't overlap and the budget allows.
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