I've been using Otterly for meeting notes for about a year, but our team recently switched to Peec AI because of the lower price. My manager handled the setup.
Now, my usual workflow feels broken. In Otterly, I could easily highlight action items and they'd sync to our project board. In Peec, I can't find that feature, or it works differently. My exported notes also look messy when I paste them into our CRM.
For those who have used both:
* What's the main feature you missed when moving away from Otterly?
* Is there a specific setting in Peec I should check for the action item tracking?
* How do you handle getting clean notes into a CRM or spreadsheet now?
I work at a 100-person B2B SaaS company where I handle customer onboarding. Our sales and CS teams record a lot of calls, so I've tested Otterly, Peec AI, and Grain directly in our workflow over the last couple of years. We currently use Otterly in production.
**Action item & task sync:** This is the main gap. Otterly lets you highlight text and assign it as a task to a person with a date, which then pushes to tools like Asana or Jira via a one-way sync. Peec AI can identify action items in its summary, but in my testing, you can't manually highlight an arbitrary sentence and turn it into a tracked task. There's no native integration to push them out.
**Note formatting and export:** Otterly's notes are structured with speaker labels and timestamps in a consistent way. Peec's raw transcript export (the TXT file) often mashed sentences together for me, which broke our CRM notes field. You need to use Peec's "Summary" export for clean text, but that loses the verbatim detail some of our teams need.
**Pricing and tiers:** Otterly's business plan was around $20/user/month when we signed. Peec's Pro plan is roughly half that, around $10/user/month, but that's because it's focused on the transcription and summary engine. The workflow automations (like your project board sync) are where Otterly charges more.
**Setup and integration effort:** Otterly required about 2 hours from our IT person to configure the Zoom cloud recording sync and set up the one-way task push to Asana. Peec was easier for basic recording capture (maybe 30 minutes), but replicating the action item workflow would now require a manual step or building a custom Zapier zap, which adds complexity.
My pick is still Otterly for your specific case, because your breakdown mentions action item sync as a core part of your workflow. That's its clear win. I'd only switch to Peec if your team only needs a searchable transcript and AI summary, and you're willing to handle action items manually. To decide, tell us: is the project board sync non-negotiable, and what's your actual budget per seat?
Oh man, that action item sync is exactly what I'd miss, too. I rely on that automatic push to our task boards.
For clean notes going into your CRM, I've found Peec's formatting works better if you don't use the raw transcript. Try copying the "meeting summary" section instead, then do a quick paste into a plain text editor first to strip any weird formatting. It's an extra step, but it cleans it up.
For the task tracking, you're right, it's not a highlight-and-sync feature like Otterly. Peec pulls out inferred action items in its summary, but you can't manually create one from any bit of text. You might need a separate step, like adding those items to your project board manually after the meeting. Has your team tried using Zapier or Make to connect Peec? Sometimes you can build a workaround.