Tana and Zeplyn are both AI meeting assistants for recording, transcription, and summaries, compared here on pricing, features, and workflow fit. Tana: AI workspace with a bot-less meeting notetaker that transcribes and summarizes meetings directly into a connected knowledge base. 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 Tana when transcribing and summarizing meetings without a bot in the call 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 workspace with a bot-less meeting notetaker that transcribes and summarizes meetings directly into a connected knowledge base.
AI meeting assistant for wealth managers that captures structured notes without recording and syncs them to advisor CRMs.
Tana 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 | Tana | Zeplyn |
|---|---|---|
| Core capability | Bot-less meeting capture using computer system audio | Recording-free structured note capture from client meetings |
| Standout feature | Transcription and AI summaries for online and in-person meetings | Support for virtual meetings, in-person meetings, and dictations |
| Team usage | Action items pushed directly to task boards in the workspace | Automatic generation of tasks, updates, and follow-up emails |
| Integrations | Links meeting notes to relevant people and projects | One-click CRM sync with Salesforce, Redtail, HubSpot, and Wealthbox |
| Languages & capture | Automatic meeting detection on Mac | Pre-meeting smart client summaries and discussion agendas |
| Best-fit workflow | 60+ language support with automatic detection | Integrations with Gmail, Outlook, Zoom, Teams, and Google Calendar |
Tana
Choose Tana if you need transcribing and summarizing meetings without a bot in the call — strengths include captures meetings without adding a bot to the call.
Zeplyn
Choose Zeplyn if you need capturing structured notes from client review and prospect meetings — strengths include built specifically for wealth management workflows.
Tana
Zeplyn
It depends on your workflow. Tana is strong for transcribing and summarizing meetings without a bot in the call, while Zeplyn is strong for capturing structured notes from client review and prospect meetings. Both transcribe and summarize meetings.
Tana 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.