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Meetings and scheduling

Which AI agent for taking meeting notes?

Short answer: Fathom, Otter.ai or Fireflies.ai. Fathom is our first pick: best free option.

Here are the AI tools and agents we’d look at first if you want to take meeting notes and action items, with a simple setup recipe. This recipe is based on vendor documentation and common practice; hands-on testing is in progress.

Our picks

Fathom
Best free option
Free: $0 · Premium: $16 to $20/user/mo
Details
Otter.ai
Best value transcripts
Basic: free · Pro: $8.33/user/mo billed annually ($16.99 monthly)
Details
Fireflies.ai
Best for sending notes to a CRM
Free: $0 · Pro: $10/seat/mo billed annually ($18 monthly)
Details

How to set it up

  1. Connect the notetaker to your calendar.
  2. Tell attendees a recorder is on (some places require consent).
  3. Review the summary and action items right after the call.
  4. Send the recap or push it to your CRM or task list.

Watch out for

Recording laws vary by state and country; get consent.

Last reviewed Nov 2026. Pricing comes from each vendor's official page; confirm before you buy.

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