Note67 and Zeplyn are both AI meeting assistants for recording, transcription, and summaries, compared here on pricing, features, and workflow fit. Note67: A private, local-first desktop app that records meetings, transcribes them on-device with Whisper, and generates AI summaries via local models. Zeplyn: AI meeting assistant for wealth managers that captures structured notes without recording and syncs them to advisor CRMs. They overlap on ai-meeting-assistants, so the right pick depends on team size, budget, and which meeting workflows you automate.
For ai-meeting-assistants workflows, shortlist Note67 when recording and summarizing confidential client or internal meetings matters most, and Zeplyn when capturing structured notes from client review and prospect meetings matters most. Both record across Zoom, Google Meet, and Microsoft Teams; trial each on real meetings before committing.
Note67 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.
Recording-free structured note capture from client meetings
Standout feature
AI summaries generated by local language models via Ollama
Support for virtual meetings, in-person meetings, and dictations
Team usage
Captures both microphone and system audio
Automatic generation of tasks, updates, and follow-up emails
Integrations
Separates the user's voice from other meeting participants
One-click CRM sync with Salesforce, Redtail, HubSpot, and Wealthbox
Languages & capture
Native desktop app for macOS and Windows
Pre-meeting smart client summaries and discussion agendas
Best-fit workflow
Privacy-first design that keeps audio on the device
Integrations with Gmail, Outlook, Zoom, Teams, and Google Calendar
Best for
Note67
Choose Note67 if you need recording and summarizing confidential client or internal meetings — strengths include local processing keeps meeting audio and transcripts on the user's machine.
Zeplyn
Choose Zeplyn if you need capturing structured notes from client review and prospect meetings — strengths include built specifically for wealth management workflows.
Pros & cons
Note67
+ Local processing keeps meeting audio and transcripts on the user's machine
+ Suited to confidentiality and compliance-sensitive use cases
- Local AI models depend on the user's own hardware for performance
Zeplyn
+ Built specifically for wealth management workflows
+ Captures structured financial details and action items, not just raw transcript
- Specialized for financial advisors, limiting fit for other industries
FAQ
Is Note67 or Zeplyn better for AI meeting notes?
It depends on your workflow. Note67 is strong for recording and summarizing confidential client or internal meetings, while Zeplyn is strong for capturing structured notes from client review and prospect meetings. Both transcribe and summarize meetings.
How do Note67 and Zeplyn compare on price?
Note67 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.
Can I use both Note67 and Zeplyn?
Yes. Many teams run more than one meeting assistant when the workflows are complementary and the budget is justified.