Fellow: Fellow is an AI meeting assistant that records, transcribes, and summarizes meetings across Zoom, Google Meet, Teams, and Webex, with automatic action items and an AI agent for follow-ups. Mili: Agentic AI platform for wealth advisors with recording-free meeting notes that sync directly into the CRM. This comparison weighs them on pricing, features, and everyday workflow fit.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist Fellow when automatically capturing notes, decisions, and action items during recurring team meetings matters most, and Mili when automatically syncing meeting summaries and tasks into an advisor crm matters most. Test each on your own meetings; the right choice tends to become obvious quickly.
Fellow is an AI meeting assistant that records, transcribes, and summarizes meetings across Zoom, Google Meet, Teams, and Webex, with automatic action items and an AI agent for follow-ups.
Agentic AI platform for wealth advisors with recording-free meeting notes that sync directly into the CRM.
Fellow (fellow.ai, formerly fellow.app) is an AI meeting assistant focused on privacy and security. It records and transcribes meetings with real-time transcripts in 90+ languages, generates structured summaries, and automatically extracts and assigns action items. Recordings can run with a visible bot or "botless" directly from the desktop apps (Mac/Windows), and mobile apps capture in-person conversations. Its AskFellow AI agent searches across meetings you have access to, then drafts follow-up emails, memos, and CRM updates. Fellow works with Zoom, Google Meet, Microsoft Teams, Webex, Slack Huddles, phone calls, and in-person meetings, and integrates with 50+ tools including Salesforce, HubSpot, Asana, Jira, Linear, Notion, Confluence, Slack, and Zapier. It offers SOC 2, HIPAA, and GDPR compliance. The free plan includes a lifetime cap of 5 AI notes and 5 AI recordings per user.
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
Fellow is from $7/mo (freemium); Mili is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | Fellow | Mili |
|---|---|---|
| Core capability | AI transcription | Recording-free, real-time meeting notes via secure streaming |
| Standout feature | Meeting summaries | Support for in-person, virtual, and phone meetings without joining as a bot |
| Team usage | Action item tracking | Automatic summaries, follow-ups, and instant CRM updates |
| Integrations | Botless recording | Custom note and action-item formats for advisory workflows |
| Languages & capture | AskFellow AI agent | CRM sync with platforms such as Wealthbox |
| Best-fit workflow | AI transcription | Additional agents for scheduling, onboarding, prospecting, and compliance |
Fellow
Choose Fellow if you need automatically capturing notes, decisions, and action items during recurring team meetings — strengths include records and transcribes across zoom, google meet, teams, webex, plus phone and in-person meetings.
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.
Fellow
Mili
It depends on your workflow. Fellow is strong for automatically capturing notes, decisions, and action items during recurring team meetings, while Mili is strong for capturing recording-free notes from in-person and virtual client meetings. Both transcribe and summarize meetings.
Fellow is from $7/mo 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.
More head-to-head comparisons involving Fellow and Mili.
Fellow brings agenda, privacy controls and a bot-or-bot-free option; Fathom brings a frictionless free recorder. Control versus simplicity.
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