The Best AI Note Takers in 2024: Transform Your Note-Taking

Hello it's Tristan, one of Luphy's co-founders. At Luphy, we specialize in automating workflows for professionals working in finance. We create bespoke digital assistants and solutions to automate your processes and enhance productivity using cutting-edge AI.

Today, I'd like to introduce you to AI Note Takers—AI-powered tools that are revolutionizing how we take notes and manage information.

A. Top 6 Best AI Note Takers on the Market

Here we sum up the principle features for each tool that we have tested in the last weeks, feel free to reach out if you know any other more performing one !

1. Mem

• Features: Mem leverages AI to automatically organize your notes, suggest semantic links, and allows you to interact with your notes through an integrated chatbot.
• Pricing: Starting at $14.99 per month.

2. Evernote with AI

• Features: Evernote integrates AI-assisted editing features to correct typos, summarize your notes, and adjust the tone of your writing.
• Pricing: Free version available; paid plans starting at $14.99 per month.

3. Microsoft OneNote with Copilot Pro

• Features: Combined with Copilot Pro, OneNote enables you to converse with your notes and use AI commands to generate or modify content.
• Pricing: Free application; Copilot Pro add-on at $20 per month.

4. Reflect

• Features: Reflect stands out with its accurate voice-to-text transcription and AI editing tools to refine your ideas.
• Pricing: $10 per month (billed annually).

5. Notion with AI

• Features: Notion offers a flexible platform to organize your notes with databases, tags, and relational data fields, all enhanced by AI functionalities.
  
• Pricing: Free version available; AI features add-on at $10 per user per month.

6. Circleback

• Features: Circleback excels in recognizing speakers during meetings and generates accurate summaries and action items.
• Pricing: $25 per month for an individual subscription.

B. How to Connect Them to Other Applications and Why

Integrating your AI Note Takers with other applications can significantly boost your productivity:

• Calendar Synchronization: Schedule your meetings and access associated notes directly from your calendar.
• Integration with Collaboration Tools: Connect your notes to platforms like Slack, Teams, or Notion to share information with your team in real-time.
• Workflow Automation: Use tools like Zapier or Make.com to automate task creation, project tracking, or updating your CRM from your notes.

Why do this?

• Save Time: Avoid manual data entry and reduce the risk of errors.
• Centralize Information: Ensure all relevant data is accessible to all team members.
• Enhance Productivity: Focus on value-added tasks rather than administrative work.

C. A Specific Use Case on Make.com: How to Update Your CRM

Scenario:

Imagine you're part of a sales or customer service team, and after each meeting, you take notes using an AI note-taking app like Mem, Evernote, or Reflect. Instead of manually entering these notes into your CRM (like Salesforce, HubSpot, or Pipedrive), you can automate the process using Make.com, a no-code workflow automation tool.

Steps:

1. Select the Template: Within your AI Note Taker, you categorize or format your notes using a predefined structure or template. For example:Client nameMeeting summaryOpportunities discussedAction items and next steps
2. Connect Make.com to the Note-Taking App and CRM: You use Make.com to build an integration that links your AI note-taking app with your CRM through their respective APIs. APIs (Application Programming Interfaces) allow different software platforms to communicate and share data.For example, you configure Make.com to:Extract specific data (like the client name, meeting summary, and next steps) from your AI Note Taker.Match this data to corresponding fields in your CRM.
3. Automation in Action: Every time you create a new note in your AI note-taking app (from a meeting or a client interaction), Make.com automatically transfers the relevant data into your CRM, updating the client’s record with:Key information about the meetingAny new opportunities or deals discussedThe action steps you or your team need to follow up on
4. Real-Time Updates: Your CRM is always up-to-date with the latest client data without any manual input. This means your sales team or management can immediately access the most recent information, track the progress of deals, and ensure no action items fall through the cracks.

Benefits:

• Time-Saving: Eliminates the need for manual data entry, saving hours of administrative work.
• Increased Accuracy: Reduces the chances of errors or missed data that can occur when entering information manually.
• Better Collaboration: Team members can quickly access up-to-date client information, improving communication and efficiency.
• Scalability: As the volume of meetings and clients grows, this automation scales seamlessly, ensuring all client data is consistently recorded and accessible.

In summary, by using Make.com, you can automate the flow of information from your AI Note Taker into your CRM, streamlining your workflow and improving the overall efficiency of your sales or customer management process.

Conclusion

AI Note Takers represent a significant advancement in information management and workplace productivity. Whether it's organizing your ideas, automating tasks, or collaborating more effectively, these tools offer endless possibilities.

At Luphy, we're convinced that these technologies can transform the way you work. We create bespoke digital assistants and solutions to automate your processes and enhance productivity using cutting-edge AI. We're here to help you find the best solutions tailored to your specific needs.

Feel free to contact us to learn more!

- Tristan from Luphy