Evernote AI Meeting Notes: Evernote's built-in feature that records meeting audio, transcribes it with speaker recognition, and summarizes it inside your notes. Mili: Agentic AI platform for wealth advisors with recording-free meeting notes that sync directly into the CRM. Here's where each one pulls ahead on pricing, features, and the meetings it suits best.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist Evernote AI Meeting Notes when existing evernote users capturing meetings without adding another app matters most, and Mili when automatically syncing meeting summaries and tasks into an advisor crm matters most. Run both through a week of actual calls to see which suits your workflow.
Evernote's built-in feature that records meeting audio, transcribes it with speaker recognition, and summarizes it inside your notes.
Agentic AI platform for wealth advisors with recording-free meeting notes that sync directly into the CRM.
AI Meeting Notes is a feature built into Evernote, the long-running personal knowledge and note-taking application, that lets users capture meetings directly within their notes. For remote meetings it records audio from a web browser tab, and for in-person meetings it records through the device microphone; users can also upload pre-recorded audio files. Evernote then uses its AI Transcribe capability to convert the audio into text and can generate a summary, with optional speaker recognition that distinguishes between speakers (and lets users rename them so labels update across the transcript). A later addition lets users transcribe only a selected portion of a recording by choosing start and end timestamps. Because the feature lives inside Evernote, the resulting transcript and summary are saved as notes within the user's existing knowledge base, where they can be organized, searched, and connected to other material. AI Meeting Notes is aimed at existing Evernote users who want meeting capture without adopting a separate tool, and it is available on Mac, PC, and the web. Pricing varies by plan. Check the official website for current pricing.
Best suited for
Mili is an agentic AI platform built for wealth advisors that uses purpose-built agents to handle the busy work around client meetings and broader advisory operations. Its meeting agent delivers real-time, recording-free meeting notes across in-person, virtual, and phone conversations, capturing content through secure real-time streaming rather than joining calls as a bot or retaining audio recordings. After a meeting, Mili automatically generates professional summaries and follow-ups and updates CRM systems instantly, organizing notes and action items into custom formats suited to advisory work. Beyond note-taking, Mili offers a suite of specialized agents covering scheduling, data management, client onboarding, prospect research, compliance documentation, document processing, and marketing. The platform emphasizes a privacy-first, enterprise-grade posture with SOC 2 Type 2 certification, AES-256 encryption, PII redaction, and a commitment that client data does not train its models, running on AWS infrastructure. Mili integrates with advisor CRMs such as Wealthbox to sync meeting notes and tasks, and it is adopted by RIAs and broker-dealers, positioning itself as an operating layer across the advisor tech stack. Pricing varies by plan. Check the official website for current pricing.
Best suited for
Evernote AI Meeting Notes is a free tier with paid upgrades (freemium); Mili is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | Evernote AI Meeting Notes | Mili |
|---|---|---|
| Core capability | Records remote meeting audio from a browser tab | Recording-free, real-time meeting notes via secure streaming |
| Standout feature | Records in-person meetings via device microphone | Support for in-person, virtual, and phone meetings without joining as a bot |
| Team usage | Upload of pre-recorded audio files | Automatic summaries, follow-ups, and instant CRM updates |
| Integrations | AI transcription with optional summaries | Custom note and action-item formats for advisory workflows |
| Languages & capture | Speaker recognition with editable speaker labels | CRM sync with platforms such as Wealthbox |
| Best-fit workflow | Selective transcription of a chosen time range | Additional agents for scheduling, onboarding, prospecting, and compliance |
Evernote AI Meeting Notes
Choose Evernote AI Meeting Notes if you need existing evernote users capturing meetings without adding another app — strengths include meeting capture lives inside an existing personal knowledge base, avoiding a separate tool.
Mili
Choose Mili if you need capturing recording-free notes from in-person and virtual client meetings — strengths include recording-free capture appeals to privacy-conscious advisory firms.
Evernote AI Meeting Notes
Mili
It depends on your workflow. Evernote AI Meeting Notes is strong for existing evernote users capturing meetings without adding another app, while Mili is strong for capturing recording-free notes from in-person and virtual client meetings. Both transcribe and summarize meetings.
Evernote AI Meeting Notes is a free tier with paid upgrades and Mili is a free tier with paid upgrades. Check each vendor's pricing page for the latest plans and free-tier limits.
You can — some teams pair them when each covers a different part of the meeting workflow.
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