Coconote: AI note taker by Quizlet that turns lectures, meetings, documents, videos, and audio into organized notes, transcripts, and study materials. Zeplyn: AI meeting assistant for wealth managers that captures structured notes without recording and syncs them to advisor CRMs. This comparison weighs them on pricing, features, and everyday workflow fit.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist Coconote when students turning lectures and conference talks into notes, flashcards, and quizzes matters most, and Zeplyn when automatically logging meeting outcomes and tasks in an advisor crm matters most. Test each on your own meetings; the right choice tends to become obvious quickly.
AI note taker by Quizlet that turns lectures, meetings, documents, videos, and audio into organized notes, transcripts, and study materials.
AI meeting assistant for wealth managers that captures structured notes without recording and syncs them to advisor CRMs.
Coconote is an AI note-taking app from Quizlet, Inc. that automatically generates organized notes, full transcripts, and study materials from a wide range of inputs. It accepts lectures, meetings, documents, PDFs, videos, web links, and audio files, and the app states it produces detailed, organized notes from any lecture, meeting, or document, so users with a backlog of recorded meetings or training videos can upload files and receive a structured summary and transcript in return. Alongside transcription and summarization, Coconote includes an AI chat feature that answers questions using the captured content, plus flashcard and quiz generation, study games, and the ability to convert notes into an AI-narrated podcast conversation. It supports more than 100 languages and syncs across iPhone, iPad, Apple Watch, Mac, Android, and the web so notes are available on any device. The product is geared toward students and professionals and highlights benefits for people with ADHD or auditory-processing challenges, while positioning itself as a legitimate learning aid rather than a way to bypass academic honor codes. Coconote is free to download and use to get started, with an Unlimited Pass subscription that adds unlimited notes, priority support, and additional features. The app is actively operating. Pricing varies by plan. Check the official website for current pricing.
Best suited for
Zeplyn is an AI workflow platform built for financial advisors and wealth managers, with its meeting assistant as the flagship product. It is designed to handle the full client meeting lifecycle, including preparation, note-taking, follow-ups, task management, and updating systems of record. Zeplyn transforms unstructured client conversations into accurate, structured notes that capture financial details, goals, and action items, and it works across virtual meetings, in-person meetings, and dictations. The company positions it as a recording-free approach that extracts structured information rather than retaining full audio of the conversation. After meetings, Zeplyn can automatically generate tasks, updates, and personalized follow-up emails or recaps, and it syncs notes and tasks to CRMs such as Salesforce, Redtail, HubSpot, and Wealthbox with one-click automation. It also connects with calendar and conferencing tools like Gmail, Outlook, Zoom, Teams, and Google Calendar. Built by former Google engineers and backed by seed funding, Zeplyn targets advisors who want to spend less time on documentation and ensure that client data discussed in meetings is consistently logged. Pricing varies by plan. Check the official website for current pricing.
Best suited for
Coconote is a free tier with paid upgrades (freemium); Zeplyn is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | Coconote | Zeplyn |
|---|---|---|
| Core capability | Generates organized notes and full transcripts from audio and video | Recording-free structured note capture from client meetings |
| Standout feature | Accepts lectures, meetings, documents, PDFs, videos, links, and audio | Support for virtual meetings, in-person meetings, and dictations |
| Team usage | AI chat that answers questions from captured content | Automatic generation of tasks, updates, and follow-up emails |
| Integrations | Flashcard and quiz generation plus study games | One-click CRM sync with Salesforce, Redtail, HubSpot, and Wealthbox |
| Languages & capture | Converts notes into an AI-narrated podcast conversation | Pre-meeting smart client summaries and discussion agendas |
| Best-fit workflow | Support for 100+ languages | Integrations with Gmail, Outlook, Zoom, Teams, and Google Calendar |
Coconote
Choose Coconote if you need students turning lectures and conference talks into notes, flashcards, and quizzes — strengths include versatile input handling (lectures, meetings, documents, videos, links, audio).
Zeplyn
Choose Zeplyn if you need capturing structured notes from client review and prospect meetings — strengths include built specifically for wealth management workflows.
Coconote
Zeplyn
It depends on your workflow. Coconote is strong for students turning lectures and conference talks into notes, flashcards, and quizzes, while Zeplyn is strong for capturing structured notes from client review and prospect meetings. Both transcribe and summarize meetings.
Coconote is a free tier with paid upgrades and Zeplyn 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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