Proactor AI and Zeplyn are both AI meeting assistants for recording, transcription, and summaries, compared here on pricing, features, and workflow fit. Proactor AI: AI note-taking app that records conversations, transcribes in real time, and turns meetings into structured notes and tasks. 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.
How Hosiqo compares and tests toolsFinal recommendation
For ai-meeting-assistants workflows, shortlist Proactor AI when capturing meetings and immediately generating assignable follow-up tasks 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.
AI note-taking app that records conversations, transcribes in real time, and turns meetings into structured notes and tasks.
AI meeting assistant for wealth managers that captures structured notes without recording and syncs them to advisor CRMs.
Proactor AI 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.
| Feature | Proactor AI | Zeplyn |
|---|---|---|
| Core capability | Real-time speech-to-text transcription | Recording-free structured note capture from client meetings |
| Standout feature | AI summaries, key insights, and in-conversation suggestions | Support for virtual meetings, in-person meetings, and dictations |
| Team usage | Automatic action items with assigned owners and due dates | Automatic generation of tasks, updates, and follow-up emails |
| Integrations | Notes organized by speaker and topic | One-click CRM sync with Salesforce, Redtail, HubSpot, and Wealthbox |
| Languages & capture | Cross-session context retention | Pre-meeting smart client summaries and discussion agendas |
| Best-fit workflow | Export to PDF, Word, Markdown, and TXT | Integrations with Gmail, Outlook, Zoom, Teams, and Google Calendar |
Proactor AI
Choose Proactor AI if you need capturing meetings and immediately generating assignable follow-up tasks — strengths include converts conversations directly into trackable tasks with owners and due dates.
Zeplyn
Choose Zeplyn if you need capturing structured notes from client review and prospect meetings — strengths include built specifically for wealth management workflows.
Proactor AI
Zeplyn
It depends on your workflow. Proactor AI is strong for capturing meetings and immediately generating assignable follow-up tasks, while Zeplyn is strong for capturing structured notes from client review and prospect meetings. Both transcribe and summarize meetings.
Proactor AI 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.
Yes. Many teams run more than one meeting assistant when the workflows are complementary and the budget is justified.