A free plan to begin on
Read AI’s Free plan costs nothing, with a cap on transcripts and meeting length. Briefi has a free trial, then paid plans.2
Both turn meetings into notes and action items, and both brief you ahead of a meeting. Read AI reaches across meetings, email, chat and your CRM, on desktop, Chrome and mobile, with a free plan and Salesforce sync. Briefi is built around the client: a brief before you meet, a follow-up drafted and sent from your own mailbox, and the meeting filed to the client’s record. If you want one tool across a team’s channels, Read AI is a strong choice. If you meet clients and owe them something afterwards, Briefi keeps that in one place.
What each does today. Every line about Read AI links to the page it came from.
| Briefi MeetingsPlans from A$39 a month | Read AI | |
|---|---|---|
| Before and after the meeting | ||
| Brief before the meeting | Briefi MeetingsYesA brief generated before you meet | Read AIYesBuilt from calendar, email, past meetings and CRM, and delivered to your inbox1 |
| Follow-up email | Briefi MeetingsYesDrafted, then sent from your own Gmail, Microsoft 365 or SMTP mailbox | Read AIRecapsIt generates recaps automatically. Drafting a follow-up email is not stated on the page we read.1 |
| Integrations | ||
| Salesforce | Briefi MeetingsNoBriefi has no Salesforce connection | Read AIYesListed among its premium integrations, on Pro and up2 |
| Other CRMs | Briefi MeetingsSevenGoHighLevel, HubSpot, Monday, Pipedrive, Close, Copper and ActiveCampaign, on Pro and up | Read AIHubSpotHubSpot is the other CRM it lists, with Notion, Jira, Confluence, Zapier and webhooks2 |
| Assurance | ||
| Where client data is held | Briefi MeetingsStored in SydneySome processing uses providers overseas. The Security page lists them. | Read AIUS and other countriesIts privacy policy says servers are in the United States and other countries, and names no single storage region3 |
Meetings is the notetaker. Advisor is the notetaker plus the client. Advisor includes everything in Meetings plus signing, the client record, registers and a client portal. A row appears only where Read AI’s own pages say something we could check.
If any of these decides it for you, Read AI is likely the better fit today.
Read AI’s Free plan costs nothing, with a cap on transcripts and meeting length. Briefi has a free trial, then paid plans.2
Read AI lists desktop apps, a Chrome extension and iOS and Android apps, with search across sources such as Slack and email.1
Read AI builds its pre-meeting context from calendar, email, past meetings and CRM. Briefi also briefs you before you meet.1
Read AI lists Salesforce and HubSpot as premium integrations. Briefi connects to seven CRMs, but Salesforce is not one of them.2
Read AI states SOC 2 Type 2 on its home page.1
Briefi was built for people who meet the same clients for years. The notes are where a meeting ends, and what you owe the client is what comes next.
Briefi writes a brief ahead of the meeting, so you walk in knowing the history, the open actions and what was promised last time.
The recap becomes a follow-up draft you can edit and send from your Gmail, Microsoft 365 or SMTP mailbox, so it arrives from you.
Actions from every meeting land in one register, with reminders on Pro and up, so nothing lives only in last month’s notes.
Advisor puts meetings, forms, signed copies and registers for a client on one record, with an optional client portal.
Meetings on its own has no client record, signing or portal. Advisor adds them on the same workspace.
Briefi charges a monthly plan price, with the seats and allowances each plan includes set out on the pricing page. The figures are as published on the date shown; check Read AI’s page before you decide. Its page states US dollars. We inferred which figure is annual from the layout, so each paid plan shows both.
Briefi prices are in AUD and are read from the same price list as the pricing page, so they change when it does.
For client meetings, often yes, and it is built around the client: the follow-up from your own mailbox and the action register. If you rely on Salesforce sync, a free plan or search across email and chat, Read AI may suit you better.
Yes, on Pro and up, for Zoom, Teams and Google Meet, when the calendar event has a join link. You can also record without a bot in the browser, or face to face with the standalone recorder.
No. Briefi connects to GoHighLevel, HubSpot, Monday, Pipedrive, Close, Copper and ActiveCampaign. If Salesforce is where your team works, Read AI lists it.
Transcription detects the language spoken. The recaps, forms and PDFs Briefi writes are in English only.
Stored in Sydney. Some processing uses providers overseas. Sensitive content is encrypted with a key held for your workspace. The Security page lists the providers and where they are.
The Security page sets out how data is stored, encrypted and accessed, so your own review can proceed on the facts.
Last reviewed 15 October 2026. Facts about Read AI come from its own published pages on the dates shown. Each product named here is a trademark of its owner, and Briefi is not affiliated with them.
Seen something out of date? Write to support@briefi.sh and we will check it.
Briefi’s own pages