Notion AI Meeting Notes and Zocks are both AI meeting assistants for recording, transcription, and summaries, compared here on pricing, features, and workflow fit. Notion AI Meeting Notes: Notion's built-in AI meeting notes feature that records system audio, transcribes, and summarizes meetings directly inside your Notion workspace. Zocks: Privacy-first AI assistant for financial advisors that automates client meeting notes, follow-ups, forms, and CRM updates. They overlap on ai-meeting-assistants, so the right pick depends on team size, budget, and which meeting workflows you automate.
How Hosiqo compares and tests toolsFinal recommendation
For ai-meeting-assistants workflows, shortlist Notion AI Meeting Notes when capturing meeting notes that automatically link to related notion project pages matters most, and Zocks when documenting client review and discovery meetings for compliance and records matters most. Both record across Zoom, Google Meet, and Microsoft Teams; trial each on real meetings before committing.
Notion's built-in AI meeting notes feature that records system audio, transcribes, and summarizes meetings directly inside your Notion workspace.
Privacy-first AI assistant for financial advisors that automates client meeting notes, follow-ups, forms, and CRM updates.
Notion AI Meeting Notes is a free tier with paid upgrades (freemium); Zocks is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | Notion AI Meeting Notes | Zocks |
|---|---|---|
| Core capability | Records system audio and microphone without a meeting bot | AI note-taking with speaker attribution for client meetings |
| Standout feature | Works with Zoom, Google Meet, Microsoft Teams, and in-person meetings | Live meeting analysis during calls |
| Team usage | Automatic transcripts with AI-generated summaries | Automatic form filling for intake, fact-finder, and account-opening documents |
| Integrations | Extracts action items, key decisions, and next steps | CRM auto-sync with Wealthbox, Redtail, Salesforce, HubSpot, and eMoney |
| Languages & capture | Summaries tailored to meeting type (1:1s, syncs, client calls, interviews) | AI-drafted follow-up and client response emails |
| Best-fit workflow | Notes live inside the Notion workspace and link to pages, databases, and tasks | Pre-meeting preparation with agendas and client profiles |
Notion AI Meeting Notes
Choose Notion AI Meeting Notes if you need capturing meeting notes that automatically link to related notion project pages — strengths include deep, native integration with an existing notion workspace and databases.
Zocks
Choose Zocks if you need documenting client review and discovery meetings for compliance and records — strengths include purpose-built for financial advisors rather than a generic notetaker.
Notion AI Meeting Notes
Zocks
It depends on your workflow. Notion AI Meeting Notes is strong for capturing meeting notes that automatically link to related notion project pages, while Zocks is strong for documenting client review and discovery meetings for compliance and records. Both transcribe and summarize meetings.
Notion AI Meeting Notes is a free tier with paid upgrades and Zocks 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 and the budget is justified.