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Best AI tools for meeting notes: 5 must-haves for small businesses

  • Alissa Hasrouni
  • Apr 29
  • 4 min read

Updated: May 5


Small business owners are using AI technology to enhance their operations and improve efficiency. One common application is during virtual meetings, where AI tools can assist in summarizing discussions and capturing important details.
Small business owners are using AI technology to enhance their operations and improve efficiency. One common application is during virtual meetings, where AI tools can assist in summarizing discussions and capturing important details.

It’s no secret that small business owners have a lot on their plates. A lot of effort, time, and hard work go into pushing your business to success. Ultimate multitasking skills are needed to work in all directions for a proper balance.


You may feel like you're consistently pulled in more directions than one, struggling to balance priorities without missing a beat, especially when it comes to juggling and keeping track of important meeting notes and action items.


This is where Artificial Intelligence comes in to save the day.


These five AI-powered meeting summarization tools help you summarize meetings, capture key insights, and stay organized effortlessly!




Best Free Solution for Small Teams



What makes Fathom a game-changer is its powerful real-time note-taking capabilities,  all completely free. Fathom delivers enterprise-level features without the price tag for small businesses watching their budget


The platform automatically captures and organizes key moments, decisions, and action items in real time, allowing business owners to stay fully engaged in conversations rather than scrambling to take notes. Its clean, intuitive interface ensures easy adoption across teams, while automated follow-ups keep projects moving forward seamlessly.


Key Features:

- Unlimited transcriptions and summaries

- Real-time note-taking and organization

- Instant shareable meeting highlights and clips

- Integration with major video conferencing platforms

- Automatically syncs summaries & tasks to your CRM

- “Ask Fathom” -  your own AI assistant


Starting Price: Free



Ultimate All-in-One Meeting Management



Fellow is a comprehensive meeting management solution that prioritizes security and efficiency. Its AI Copilot transforms how teams prepare for, conduct, and follow up on meetings.


The platform's standout feature is the "Ask Fellow" AI chatbot, which acts as a virtual assistant capable of summarizing missed meetings, drafting follow-up emails, and answering meeting-related questions. Combined with automated CRM updates and robust security controls, Fellow ensures no important detail slips through the cracks.


Key Features:

- Collaborative agenda creation and note-taking

- Smart action item tracking and assignment

- AI-powered meeting chatbot

- Automated CRM synchronization

- Enterprise-grade security controls

- 50 integrations with tools you’re already using


Starting Price: $7/month



Best for Cross-Platform Integration



Fireflies.ai is a versatile meeting assistant that works across multiple platforms. It can capture virtual and in-person meetings, making it a valuable tool for hybrid work environments.


Its AI-powered search functionality enables users to quickly review meetings and instantly locate specific action items, tasks, and questions. Team collaboration features, including comments and reactions, make it easy to engage with meeting content asynchronously.


Key Features:

- High-accuracy transcription engine

- Extensive platform integrations

- Advanced searchable meeting library

- Speaker analytics and coaching insights

- Real-time collaboration tools


Starting Price: $7/month



Best for Multilingual Teams



Circleback.ai delivers exceptional value through its comprehensive meeting documentation capabilities and particularly shines in multilingual environments, supporting over 100 languages with accurate speaker identification.


Its meticulous approach to note-taking and action item tracking ensures nothing gets missed, while AI-powered search capabilities make finding specific meeting moments effortless. The platform's automation features save valuable time by seamlessly integrating with existing workflow tools.


Key Features:

- Support for 100+ languages

- Advanced speaker identification

- State-of-the-art transcription accuracy

- Automated task assignment

- Intelligent meeting search


Starting Price: $20/month



Best for Sales and Customer Success Teams



Avoma distinguishes itself through powerful conversation intelligence features that transform meeting insights into actionable business intelligence and excels at analyzing customer interactions and identifying trends that can drive business growth.


By integrating with popular CRMs and business tools, Avoma creates a centralized hub for all meeting-related activities. Its ability to analyze conversations, identify key topics, and provide focused summaries makes it particularly valuable for teams looking to improve sales performance and customer success.


Key Features:

- Advanced conversation intelligence

- Seamless CRM integration

- Comprehensive meeting analytics

- Topic and sentiment analysis

- Automated action item tracking


Starting Price: $19/month


Choosing the Right Tool for Your Business



In summary, selecting the right AI summarization tool involves starting with your needs and resources:


Pricing & Fees


What is your budget for technology? Many apps allow you to pay monthly, reducing the risk of long-term contracts and providing flexibility as your needs evolve.


Data Security


How well does your team handle data? Ensure the tool provides robust security measures, such as encryption and compliance certifications, to safeguard sensitive information.


Integration Capabilities


Does the tool integrate with your existing platforms? Seamless integration with video conferencing tools and productivity software can streamline your workflow and reduce technical hurdles.


Specific Features


What features are essential for your business, such as real-time transcription or conversation intelligence? Identify the features that align with your goals, whether it's improving sales performance or enhancing meeting productivity.


Ease of Use


How easy is the tool to use and adopt across your team? A user-friendly interface can ensure quick adoption and minimize the need for extensive training or support.


Each of these tools offers unique advantages, but they all share one common goal: helping small businesses make their meetings more productive and actionable. By choosing the right tool for your needs, you can transform your meeting culture and drive better business outcomes for your small business!




About the Author


Alissa Hasrouni is a senior at Baldwin Wallace University, double majoring in Digital Marketing and Management & Innovation. She works as an Account Specialist at the Digital Marketing Center, where she helps real clients grow through strategic marketing and customer-focused solutions.


Connect with Alissa on LinkedIn.


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