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
Fireflies.ai
Best for sending notes to a CRM
Free: $0 · Pro: $10/seat/mo billed annually ($18 monthly)
DetailsBest for sending notes to a CRM
Free: $0 · Pro: $10/seat/mo billed annually ($18 monthly)
How to set it up
- Connect the notetaker to your calendar.
- Tell attendees a recorder is on (some places require consent).
- Review the summary and action items right after the call.
- 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.