Coach Pilot: AI sales coaching agent that joins calls, coaches reps in real time, updates the CRM, and scores deals. monday.com AI Notetaker: monday.com's native AI Notetaker joins video calls to transcribe, summarize, and turn discussions into action items inside the monday.com work platform. Here's where each one pulls ahead on pricing, features, and the meetings it suits best.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist Coach Pilot when coaching reps live during sales calls to keep them on methodology matters most, and monday.com AI Notetaker when recording and summarizing sales calls within a monday crm workflow matters most. Run both through a week of actual calls to see which suits your workflow.
AI sales coaching agent that joins calls, coaches reps in real time, updates the CRM, and scores deals.
monday.com's native AI Notetaker joins video calls to transcribe, summarize, and turn discussions into action items inside the monday.com work platform.
Coach Pilot is an AI sales coaching and conversation-intelligence platform built around an AI agent called Ricavi that joins sales calls and works during and after the conversation. During calls, Ricavi provides live sidebar guidance that tracks methodology compliance and objection handling, acting as a real-time coach for the rep. The platform captures calls automatically with recording, transcription, and CRM syncing, and it can draft follow-up emails and post-call summaries within minutes. Beyond meeting notes, Coach Pilot scores every deal based on actual call performance rather than rep-entered notes, and it builds AI-generated forecasts using call evidence and deal-health metrics. It also generates pre-call preparation briefs ahead of meetings so reps walk in informed. Coach Pilot supports a range of recognized sales methodologies including MEDDIC, BANT, and SPIN Selling, and it integrates with common tools such as Gmail, Outlook, Salesforce, HubSpot, and Zoom. The product positions itself around in-call real-time coaching rather than purely post-call analysis, and it is an active, operating product with login access, demo bookings, and customer testimonials. It is well suited to revenue teams that want coaching, CRM automation, and forecasting tied directly to recorded conversations. Pricing varies by plan. Check the official website for current pricing.
Best suited for
monday.com AI Notetaker is a meeting assistant built into the monday.com work platform, designed for teams that manage projects, sales pipelines, and tasks on monday boards. The Notetaker joins scheduled meetings as a participant on Zoom, Microsoft Teams, and Google Meet, connecting to a user's Google or Outlook calendar so it can attend calls that include a meeting link in the invite. It typically joins shortly before the scheduled start and transcribes the conversation in real time, identifying speakers and producing a structured output that includes a transcript, a meeting summary with key points and decisions, a video recording, and a list of action items. Because it is native to monday.com, those outputs are stored in the workspace and the detected action items can be converted into work items on relevant boards, helping teams move from conversation to follow-up without leaving the platform. It supports transcription in multiple languages. The feature is aimed at project, operations, and revenue teams that want meeting records and next steps to flow directly into their existing monday.com workflows. Pricing varies by plan. Check the official website for current pricing.
Best suited for
Coach Pilot is a free tier with paid upgrades (freemium); monday.com AI Notetaker is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | Coach Pilot | monday.com AI Notetaker |
|---|---|---|
| Core capability | Real-time in-call coaching via the Ricavi AI agent | AI bot joins Zoom, Microsoft Teams, and Google Meet via calendar invite |
| Standout feature | Automatic call recording, transcription, and CRM syncing | Real-time transcription with speaker identification |
| Team usage | Pre-call preparation briefs before meetings | Structured summaries with key points and decisions |
| Integrations | Deal scoring based on actual call performance | Automatic action item detection |
| Languages & capture | AI-generated forecasts from call evidence and deal-health metrics | Video recording of meetings stored in the workspace |
| Best-fit workflow | Drafted follow-up emails and post-call summaries | Action items can be turned into monday.com work items |
Coach Pilot
Choose Coach Pilot if you need coaching reps live during sales calls to keep them on methodology — strengths include combines live coaching, conversation intelligence, and forecasting in one tool.
monday.com AI Notetaker
Choose monday.com AI Notetaker if you need capturing project meeting notes and pushing action items onto monday boards — strengths include native to the monday.com work platform, so notes and tasks stay connected.
Coach Pilot
monday.com AI Notetaker
It depends on your workflow. Coach Pilot is strong for coaching reps live during sales calls to keep them on methodology, while monday.com AI Notetaker is strong for capturing project meeting notes and pushing action items onto monday boards. Both transcribe and summarize meetings.
Coach Pilot is a free tier with paid upgrades and monday.com AI Notetaker is a free tier with paid upgrades. Check each vendor's pricing page for the latest plans and free-tier limits.
Yes. Many teams run more than one meeting assistant when the workflows are complementary.
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