Zeplyn and joinly are both AI meeting assistants for recording, transcription, and summaries, compared here on pricing, features, and workflow fit. Zeplyn: AI meeting assistant for wealth managers that captures structured notes without recording and syncs them to advisor CRMs. joinly: Open-source, self-hostable connector that lets AI agents join Google Meet, Zoom, and Microsoft Teams calls to transcribe, listen, and act in real time via MCP. 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 Zeplyn when capturing structured notes from client review and prospect meetings matters most, and joinly when building custom ai meeting agents that answer questions and run tasks during live calls matters most. Both record across Zoom, Google Meet, and Microsoft Teams; trial each on real meetings before committing.
AI meeting assistant for wealth managers that captures structured notes without recording and syncs them to advisor CRMs.
Automatic generation of tasks, updates, and follow-up emailsIntegrations with Gmail, Outlook, Zoom, Teams, and Google CalendarOne-click CRM sync with Salesforce, Redtail, HubSpot, and Wealthbox
Open-source, self-hostable connector that lets AI agents join Google Meet, Zoom, and Microsoft Teams calls to transcribe, listen, and act in real time via MCP.
Cross-platform support for Google Meet, Zoom, Microsoft Teams, and browser-based callsDocker-based self-hosting with optional CUDA GPU imageMCP server that exposes meeting tools (join/leave, transcript, chat, audio control, snapshots) to AI agents
Zeplyn is a free tier with paid upgrades (freemium); joinly 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
MCP server that exposes meeting tools (join/leave, transcript, chat, audio control, snapshots) to AI agents
Standout feature
Support for virtual meetings, in-person meetings, and dictations
Real-time transcription with timestamps and speaker information, subscribable for live updates
Team usage
Automatic generation of tasks, updates, and follow-up emails
Cross-platform support for Google Meet, Zoom, Microsoft Teams, and browser-based calls
Integrations
One-click CRM sync with Salesforce, Redtail, HubSpot, and Wealthbox
Modular speech-to-text and text-to-speech backends (Whisper, Deepgram, Kokoro, ElevenLabs)
Languages & capture
Pre-meeting smart client summaries and discussion agendas
Model-agnostic: works with OpenAI, Anthropic, and local LLMs via Ollama
Best-fit workflow
Integrations with Gmail, Outlook, Zoom, Teams, and Google Calendar
Docker-based self-hosting with optional CUDA GPU image
Best for
Zeplyn
Choose Zeplyn if you need capturing structured notes from client review and prospect meetings — strengths include built specifically for wealth management workflows.
joinly
Choose joinly if you need building custom ai meeting agents that answer questions and run tasks during live calls — strengths include fully open source (mit) and self-hostable for complete data control.
Pros & cons
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
joinly
+ Fully open source (MIT) and self-hostable for complete data control
+ Agents can actively participate by voice and chat, not just passively transcribe
- Developer-oriented framework that requires setup and engineering effort rather than a ready-made app
FAQ
Is Zeplyn or joinly better for AI meeting notes?
It depends on your workflow. Zeplyn is strong for capturing structured notes from client review and prospect meetings, while joinly is strong for building custom ai meeting agents that answer questions and run tasks during live calls. Both transcribe and summarize meetings.
How do Zeplyn and joinly compare on price?
Zeplyn is a free tier with paid upgrades and joinly 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 Zeplyn and joinly?
Yes. Many teams run more than one meeting assistant when the workflows are complementary and the budget is justified.