Rulebook vs meeting assistants
Meeting assistants record your meetings and write notes, summaries and action items. Some of them send the notes to your CRM. Rulebook starts where the notes end: it gives each action item an owner and a plan, asks the owner, does the work in your tools and checks the result.
What the meeting assistants say on their own pages
- Fireflies says that it syncs notes and action items to Salesforce, HubSpot and other CRMs right after each call.
- The Fireflies help center describes how a user sends the notes of a meeting to the CRM by hand.
- The Fathom help center says that after a call a user can add an action item, and Fathom then makes it a task in Fathom and in HubSpot.
- An Otter press release (August 22, 2024) describes My Action Items: one list of the action items from all of a user's meetings, each with a link back to the moment in the conversation where it was made.
What Rulebook does today
The same five questions on each compare page. These results come from Brightloop, our demo company with synthetic data, on real HubSpot, Salesforce, Slack and Google accounts. They are not results from customers.
Where does the work come from?
From meeting transcripts, Slack request channels and direct messages, inbound email and the regular tasks in your playbooks. Rulebook finds the work by itself: nobody has to write a prompt.
Who approves a change?
The owner of the work item. By default, Rulebook asks the owner before it changes a record. It always asks a person before it sends an email to your customers or does a legal or financial step.
Does it do the work in your tools?
Yes: in HubSpot, Salesforce, Slack, Gmail and Google Drive, Docs and Slides. See the integrations.
How do you know that it is done?
Rulebook reads each change back from the tool. The work is done only when the values match, and each run keeps a receipt.
Where does each fact come from?
Each fact cites its source. A second model checks each claim, and a fact with no source becomes "Unknown: needs a human". See the trust page.
Which one fits your team
If you want notes, summaries and a searchable record of your meetings, a meeting assistant is made for that. If you want the action items to be done in your tools, with the owner's approval and proof, that is what Rulebook does.
How we compare
- We ask the same five questions of each product.
- We quote a vendor only from its own pages, with the link and the date.
- We mark a fact UNCONFIRMED until we have read it on the vendor page.
- We never say that another product "cannot" do something.
- Is a fact wrong or old? Tell us at support@getrulebook.com and we will fix it.
Rulebook is in early development. We start pilots with a small number of teams. Join the waitlist