Pulse360 and Shadow are both AI meeting assistants for recording, transcription, and summaries, compared here on pricing, features, and workflow fit. Pulse360: Meeting note and client-communication platform for financial advisors that captures notes and produces professional deliverables. Shadow: A bot-free, Mac-based AI meeting assistant that transcribes and summarizes calls locally without joining as a participant. 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 Pulse360 when capturing client meeting notes and turning them into annual summary documents matters most, and Shadow when capturing notes and summaries across multiple conferencing platforms without a bot joining matters most. Both record across Zoom, Google Meet, and Microsoft Teams; trial each on real meetings before committing.
Meeting note and client-communication platform for financial advisors that captures notes and produces professional deliverables.
AI note organization that keeps notes searchable and separate from the CRMAI rephrasing to improve client communicationsCRM integrations with Salesforce, Wealthbox, Redtail, Practifi, and Salentica
A bot-free, Mac-based AI meeting assistant that transcribes and summarizes calls locally without joining as a participant.
Bot-free capture that records system audio without joining the meeting as a participantCaptures on-screen content in addition to spoken audioCustomizable prompts/Skills to generate notes, summaries, and emails
Pulse360 is a free tier with paid upgrades (freemium); Shadow is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
Flexible meeting capture via recording, dictation, typing, or handwriting
Bot-free capture that records system audio without joining the meeting as a participant
Standout feature
Meeting capture integration with Zoom, Microsoft Teams, and Google Meet
On-device (local) transcription on macOS
Team usage
AI note organization that keeps notes searchable and separate from the CRM
Speaker identification during transcription
Integrations
Template builder for annual summaries, prep notes, and review documents
Captures on-screen content in addition to spoken audio
Languages & capture
AI rephrasing to improve client communications
Customizable prompts/Skills to generate notes, summaries, and emails
Best-fit workflow
CRM integrations with Salesforce, Wealthbox, Redtail, Practifi, and Salentica
Webhook integration to connect outputs to other tools
Best for
Pulse360
Choose Pulse360 if you need capturing client meeting notes and turning them into annual summary documents — strengths include combines note capture with professional client deliverable creation.
Shadow
Choose Shadow if you need capturing notes and summaries across multiple conferencing platforms without a bot joining — strengths include does not add a visible bot to meetings.
Pros & cons
Pulse360
+ Combines note capture with professional client deliverable creation
+ Flexible input options including dictation and handwriting
- Tailored to financial advisors rather than general professional use
Shadow
+ Does not add a visible bot to meetings
+ Local transcription keeps core audio processing on the device
- Available for macOS only
FAQ
Is Pulse360 or Shadow better for AI meeting notes?
It depends on your workflow. Pulse360 is strong for capturing client meeting notes and turning them into annual summary documents, while Shadow is strong for capturing notes and summaries across multiple conferencing platforms without a bot joining. Both transcribe and summarize meetings.
How do Pulse360 and Shadow compare on price?
Pulse360 is a free tier with paid upgrades and Shadow 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 Pulse360 and Shadow?
Yes. Many teams run more than one meeting assistant when the workflows are complementary and the budget is justified.