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. Zeplyn: AI meeting assistant for wealth managers that captures structured notes without recording and syncs them to advisor CRMs. Which one wins depends on your platform mix, budget, and how hands-off you want notes to be.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist Fellow when automatically capturing notes, decisions, and action items during recurring team meetings matters most, and Zeplyn when automatically logging meeting outcomes and tasks in an advisor crm matters most. Run both through a week of actual calls to see which suits your workflow.
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.
AI meeting assistant for wealth managers that captures structured notes without recording and syncs them to advisor CRMs.
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
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
Fellow is from $7/mo (freemium); Zeplyn is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | Fellow | Zeplyn |
|---|---|---|
| Core capability | AI transcription | Recording-free structured note capture from client meetings |
| Standout feature | Meeting summaries | Support for virtual meetings, in-person meetings, and dictations |
| Team usage | Action item tracking | Automatic generation of tasks, updates, and follow-up emails |
| Integrations | Botless recording | One-click CRM sync with Salesforce, Redtail, HubSpot, and Wealthbox |
| Languages & capture | AskFellow AI agent | Pre-meeting smart client summaries and discussion agendas |
| Best-fit workflow | AI transcription | Integrations with Gmail, Outlook, Zoom, Teams, and Google Calendar |
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.
Zeplyn
Choose Zeplyn if you need capturing structured notes from client review and prospect meetings — strengths include built specifically for wealth management workflows.
Fellow
Zeplyn
It depends on your workflow. Fellow is strong for automatically capturing notes, decisions, and action items during recurring team meetings, while Zeplyn is strong for capturing structured notes from client review and prospect meetings. Both transcribe and summarize meetings.
Fellow is from $7/mo and Zeplyn 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.
More head-to-head comparisons involving Fellow and Zeplyn.
Fellow brings agenda, privacy controls and a bot-or-bot-free option; Fathom brings a frictionless free recorder. Control versus simplicity.
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. Fieldy: Wearable AI note taker that records in-person conversations and meetings, then transcribes and summarizes them automatically. This comparison weighs them on pricing, features, and everyday workflow fit.
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. FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. We compare them on cost, capture approach, and day-to-day fit so you can choose faster.
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. FinScribe: AI meeting note taker for wealth and financial advisors that produces compliance-ready notes, prep pages, and follow-up emails. This comparison weighs them on pricing, features, and everyday workflow fit.
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. Fireflies: AI meeting assistant that records, transcribes, and summarizes calls across Zoom, Google Meet, Microsoft Teams, and Webex, with the AskFred AI chat and native CRM sync. We compare them on cost, capture approach, and day-to-day fit so you can choose faster.
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. FlashRev: AI parallel dialer within the FlashLabs go-to-market platform, with call recording, real-time conversation analysis, and AI summaries. We compare them on cost, capture approach, and day-to-day fit so you can choose faster.
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. FullyRamped: AI sales roleplay, coaching, and call-grading platform that practices reps across the full sales cycle and grades real calls. We compare them on cost, capture approach, and day-to-day fit so you can choose faster.
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. GReminders: End-to-end meeting management platform for client-facing professionals, pairing scheduling and reminders with an AI notetaker. The right pick comes down to team size, budget, and the workflows you want to automate.
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. Garba: AI sales meeting assistant that records, transcribes, and summarizes calls, then syncs notes and insights natively into Pipedrive and HubSpot. We compare them on cost, capture approach, and day-to-day fit so you can choose faster.
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. Genio: Assistive note-taking tool (formerly Glean) that records and transcribes lectures and classes for students. Below, they line up on price, capture method, and how each fits a real meeting stack.
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. Gilbert: French sovereign AI meeting note taker that generates structured reports, decisions and actions, hosted in France on SecNumCloud infrastructure. Here's where each one pulls ahead on pricing, features, and the meetings it suits best.
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. Gladia: Developer-focused speech-to-text API with real-time and async transcription, diarization, and meeting-bot integrations. Which one wins depends on your platform mix, budget, and how hands-off you want notes to be.