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Description
Oats is a meeting notes application that operates as open-source software, allowing users to document meetings directly on their computers without the need for a bot to join the call. It captures audio locally and converts the dialogue into an organized summary, including action items assigned to specific owners, a quality score for the meeting, and a searchable transcript reflecting the actual conversation. Compatible with platforms like Zoom, Google Meet, Microsoft Teams, phone calls, and even in-person discussions, Oats ensures that any audio detected by your computer can be transformed into notes. Users have the option to run recordings and AI-driven notes entirely on their devices using a local model for enhanced privacy, or they can link to an Ariso account for more advanced AI functionalities. Each recorded meeting is stored in a searchable library, enabling users to inquire about past meetings and easily access previous decisions or commitments. Action items are neatly organized in a dedicated Todos section rather than becoming lost within the notes, and users can automatically close completed tasks directly from the meeting notes. This streamlined approach not only enhances productivity but also ensures that critical information from meetings is readily accessible for future reference.
Description
Enhance your connections with clients by actively participating and showing genuine interest in every interaction. Zocks effortlessly gathers personal and financial insights from client dialogues, eliminating the necessity for audio recordings, and seamlessly integrates with your CRM to streamline follow-up tasks, communications, and workflows.
With Zocks, all essential details from your conversations are captured automatically, whether they occur virtually or face-to-face. The platform analyzes discussions in real time, ensuring that critical information about your client's financial status, investment aspirations, and significant life events is documented. This way, you will always have access to crucial personal and financial data, allowing you to provide tailored support and foster deeper client relationships.
API Access
Has API
Yes
API Access
Has API
Yes
Integrations
Gmail
Yes
Google Meet
Yes
Microsoft Teams
Yes
Zoom
Yes
GitHub
Yes
Google Cloud Platform
Yes
Microsoft Outlook
No
Obsidian
Yes
Practifi
No
Redtail CRM
No
Integrations
Gmail
Yes
Google Meet
Yes
Microsoft Teams
Yes
Zoom
Yes
GitHub
No
Google Cloud Platform
No
Microsoft Outlook
Yes
Obsidian
No
Practifi
Yes
Redtail CRM
Yes
Pricing Details
Free
Free Trial
No
Free Version
Yes
Pricing Details
$67 per user per month
Free Trial
Yes
Free Version
No
Deployment
Web-Based
No
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
Yes
Mac
Yes
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
ariso.ai
Founded
2025
Country
United States
Website
ariso.ai/oats
Vendor Details
Company Name
Zocks
Founded
2022
Country
United States
Website
www.zocks.io