---
title: "Best Granola Alternatives in 2026: 5 AI Meeting Notes Tools Tested"
description: "Granola's bot-free notepad is genuinely good, but no web app, no audio/video replay, and speaker ID that degrades past four people send teams searching. We tested the 5 strongest replacements. Fathom wins on overall quality, Fireflies on CRM sync, Otter on live transcription."
date: 2026-06-19
lastmod: 2026-06-20
draft: false
type: alternatives
category: collaboration
category_label: Collaboration
author_name: Devan Rao
author_slug: devan-rao
author_initial: D
last_tested: "May 25, 2026"
last_pricing_verified: "June 20, 2026"
tools_tested: "5"
read_time: "9 min read"
image: "/images/covers/granola-alternatives.png"
cover_image: "/images/covers/granola-alternatives.png"
image_alt: "Best Granola alternatives in 2026: Fathom, Fireflies.ai, Otter.ai, Krisp and Tactiq compared by Topickz"
schema: "Article"
baseline:
name: "Granola"
tagline: "Desktop-only AI notepad with no bot, no web app, no audio/video replay, and speaker ID that breaks on calls with more than four people"
price: "$14/user/mo (Business)"
trial: "Free (25 meetings lifetime)"
rating_source: "G2"
external_rating: "4.7"
rating_count: "33"
logo: "https://www.google.com/s2/favicons?domain=granola.ai&sz=128"
ai_lede: "The best Granola alternatives in 2026 are 1. Fathom 2. Fireflies.ai 3. Otter.ai 4. Krisp 5. Tactiq. Fathom is the strongest all-around replacement with a generous free tier and audio/video recording, Fireflies wins for teams that need CRM auto-sync, and Otter fills the live-transcription gap Granola does not touch."
deck: "Granola built the right thing for a specific problem: a bot-free AI notepad that produces notes that actually sound like you, not a generic AI summary. The hybrid model (you type rough bullets, the AI fills them in) is genuinely good, and for account executives running first calls with enterprise prospects who hate seeing a recording bot, it is still a strong choice. The limitations are real though. There is no web app. Granola captures device audio but does not record it, so if you missed something or need to verify what was said, you cannot replay that moment. Speaker identification starts to break when a call has more than four or five people. And the $14/seat Business tier is not cheap for a tool that is still desktop-only on Mac and Windows, with iPhone support that is noticeably newer than the desktop core. Teams running HubSpot or Salesforce have to push notes manually. These are the gaps that send people looking, and the five tools below cover all of them."
summary: '
- Best overall replacement: Fathom, unlimited recordings including audio replay, a genuine free tier, and the highest G2 rating in the category at 5.0/5 across 6,602 reviews.
- Best for CRM-synced teams: Fireflies.ai, auto-push to HubSpot, Salesforce, Dynamics 365, and 10 more without Zapier, at $10/seat/mo.
- Best for live transcription: Otter.ai, the real-time transcript that participants can follow during the call is the feature Granola does not ship.
- Best for noisy-environment teams: Krisp, noise cancellation plus AI notes in one subscription at $8/seat/mo, with a web app Granola lacks.
- Best bot-free alternative with a web app: Tactiq, Chrome-extension architecture so no bot joins, transcript appears inline, free tier with 10 transcripts per month.
'
how_we_chose: "These picks come from the same 90-day hands-on testing behind our [best AI meeting notes guide](/list/collaboration/best-meeting-notes/), where we ran each tool through real standups, customer calls, and exec syncs. Because teams leave Granola over the desktop-only constraint, the missing audio/video replay, and the manual CRM push, we weighted web app availability, recording playback, speaker ID at scale, and integration depth when scoring these alternatives. Pricing for all five tools was verified directly on vendor pricing pages on June 20, 2026, the same pass that confirmed every G2 rating cited here."
tools:
- name: "Fathom"
tagline: "Best overall replacement, audio and video recording with a genuine free tier"
badge: "Best overall"
score: "9.2"
external_rating: "5.0"
rating_source: "G2"
rating_count: "6,602"
price: "$0 (free tier)"
trial: "Free tier, no card"
url: "https://fathom.video"
review_url: "https://www.g2.com/products/fathom-video/reviews"
logo: "https://www.google.com/s2/favicons?domain=fathom.video&sz=128"
screenshot: "/images/listicles/best-meeting-notes/fathom.png"
screenshot_alt: "Fathom meeting notes dashboard showing AI summary, action items, and transcript replay"
screenshot_caption: "Fathom homepage, source fathom.video, captured May 2026"
pros:
- "Records audio and video, so you can replay the exact moment you missed, which is the specific gap Granola leaves open"
- "Free tier ships unlimited recordings and transcripts with no meeting cap, where Granola's free evaluation period is 25 meetings total, lifetime"
- "5.0/5 G2 rating across 6,602 reviews, the highest score in the meeting-notes category by a clear margin, with a web app and mobile support Granola does not offer"
cons:
- "Bot joins the call as a visible participant, the trade-off Granola users specifically avoided, and external participants can see it on the call"
- "Advanced AI summaries cap at 5 per month on the free tier; heavier users need Premium at $16/mo annually"
- "CRM field-level sync is gated to the Business tier at $25/seat/mo annually, not the cheaper plans"
summary: >-
Fathom is the default answer for any team leaving Granola that does not have a specific reason to stay bot-free. It covers every gap Granola leaves: audio and video recording with full replay, a web app that works without installing anything, unlimited recordings on a genuinely free tier, and speaker identification that holds up across large calls. [6,602 G2 reviews](https://www.g2.com/products/fathom-video/reviews) at a perfect 5.0/5 make it the highest-rated meeting AI tool we test. Post-call summaries land in under 30 seconds, action items are tagged to assignees automatically, and the cross-call search lets you ask "what did the customer say about pricing last month?" across your full library. The honest trade-off versus Granola is the bot: Fathom joins as a visible "Fathom Notetaker" participant, and for AEs running first calls with enterprise buyers who have strong feelings about recording bots, that matters. For everyone else, and for anyone who has been burned by not being able to replay a misheard moment, Fathom is the stronger tool. See where it ranks across the full category in our [best AI meeting notes guide](/list/collaboration/best-meeting-notes/).
pricing_tiers:
- {plan: "Free", price: "$0", best_for: "Individuals; unlimited recordings, 5 advanced AI summaries/mo"}
- {plan: "Premium", price: "$20/mo ($16 annually)", best_for: "Individuals needing unlimited AI summaries"}
- {plan: "Team", price: "$19/seat/mo ($15 annually)", best_for: "Teams; shared call library, SSO"}
- {plan: "Business", price: "$34/seat/mo ($25 annually)", best_for: "Revenue teams with CRM field sync and deal view"}
- name: "Fireflies.ai"
tagline: "Best for teams that need CRM auto-sync without manual export"
badge: "Best for CRM sync"
score: "9.0"
external_rating: "4.7"
rating_source: "G2"
rating_count: "746"
price: "$10/seat/mo"
trial: "Free tier (400 min storage/team)"
url: "https://fireflies.ai"
review_url: "https://www.g2.com/products/fireflies-ai/reviews"
logo: "https://www.google.com/s2/favicons?domain=fireflies.ai&sz=128"
screenshot: "/images/listicles/best-meeting-notes/fireflies-ai.png"
screenshot_alt: "Fireflies.ai dashboard showing meeting transcript, AI summary, and CRM integration panel"
screenshot_caption: "Fireflies.ai homepage, source fireflies.ai, captured May 2026"
pros:
- "Native CRM push to HubSpot, Salesforce, Dynamics 365, Monday, Attio, and 10+ more without Zapier, the integration depth Granola does not ship natively"
- "Records video at 720p (Pro) and 1080p (Business) with full playback, covering the replay gap Granola's audio-capture architecture cannot close"
- "Perplexity-powered natural-language search across all past calls, rolled out in early 2026, so you can ask 'what did we agree on pricing in March?' across your library"
cons:
- "UX is noticeably less polished than Fathom; the transcript search interface takes time to navigate on first use"
- "Free tier caps storage at 400 minutes per team, not per seat, which runs out in roughly two active weeks for a small team"
- "Speaker identification struggles when two people have similar vocal patterns on the same call, a problem shared with most bot-based tools"
summary: >-
Fireflies earns its place here for one reason: if Granola's manual CRM export is the actual pain point, Fireflies eliminates it. The [HubSpot integration](https://fireflies.ai/integrations/crm/hubspot) pushes summaries, action items, and transcripts directly to contact and deal records without any manual step, and the Salesforce integration works identically. Teams on HubSpot can reclaim a meaningful chunk of time per rep each week by not hand-typing call notes into deal records. It also fixes Granola's other main gap: Fireflies records audio and video with full playback, so you can scrub back to the moment in question. [746 G2 reviews](https://www.g2.com/products/fireflies-ai/reviews) at 4.7/5; the consistent criticism is around the UX learning curve and the tight free storage cap. At $10/seat/mo for Pro, it is the most affordable paid tier here for a team that needs recording plus CRM sync.
pricing_tiers:
- {plan: "Free", price: "$0", best_for: "Evaluation; 400 min storage per team"}
- {plan: "Pro", price: "$10/seat/mo (annual)", best_for: "Individuals; 8,000 min storage, video recording, integrations"}
- {plan: "Business", price: "$19/seat/mo (annual)", best_for: "Teams; unlimited storage, conversation intelligence, team analytics"}
- {plan: "Enterprise", price: "$39/seat/mo (annual)", best_for: "Org-wide; SSO, SCIM, HIPAA, private storage"}
- name: "Otter.ai"
tagline: "Best for live transcription and audio playback on every plan"
badge: "Best live transcription"
score: "8.7"
external_rating: "4.4"
rating_source: "G2"
rating_count: "462"
price: "$8.33/user/mo"
trial: "Free tier (300 min/mo)"
url: "https://otter.ai"
review_url: "https://www.g2.com/products/otter-ai/reviews"
logo: "https://www.google.com/s2/favicons?domain=otter.ai&sz=128"
screenshot: "/images/listicles/best-meeting-notes/otter-ai.png"
screenshot_alt: "Otter.ai interface showing live transcript with speaker labels and AI chat panel"
screenshot_caption: "Otter.ai homepage, source otter.ai, captured May 2026"
pros:
- "Live transcription appears in real time during the call, shareable with remote participants as the meeting runs, a capability Granola does not offer at all"
- "Audio recording and playback on every tier including the free plan, which directly addresses the 'I can't replay that moment' complaint that drives Granola users to look elsewhere"
- "Web app, iOS, Android, and a Chrome extension, so the 'desktop-only' constraint Granola carries simply does not exist here"
cons:
- "Summary quality scores noticeably lower than Fathom in side-by-side tests on the same call; action items are occasionally missed"
- "Upsell prompts in the free tier are aggressive and interrupt workflow more than any other tool we tested"
- "Business tier at $19.99/seat/mo is the same price as Fireflies Business but with weaker native CRM depth; HubSpot and Salesforce integrations are capped to limited user counts on non-Enterprise plans"
summary: >-
Otter is one of the original AI meeting tools and still wins on two fronts Granola does not touch: live transcription that participants can follow during the call, and audio playback on every paid plan. If you have switched off a call and then realized you needed to verify a specific number or name from 20 minutes in, Otter lets you do that in seconds. Granola cannot. The web app means your notes are accessible from any browser, and the mobile apps cover the gap Granola's phone support is still maturing toward. [462 G2 reviews](https://www.g2.com/products/otter-ai/reviews) at 4.4/5; the honest knock is that summary quality has not kept pace with Fathom as the category moved fast in 2025-2026. For research-heavy teams running user interviews or product discovery calls where you need a live feed of the transcript, Otter is still the clearest pick. For general work meetings, Fathom covers more ground.
pricing_tiers:
- {plan: "Basic", price: "$0", best_for: "Individuals; 300 min/mo, audio playback included"}
- {plan: "Pro", price: "$8.33/user/mo (annual)", best_for: "Individuals; 1,200 min/mo, unlimited storage"}
- {plan: "Business", price: "$19.99/user/mo (annual)", best_for: "Teams; unlimited meetings, admin features, SSO"}
- {plan: "Enterprise", price: "Custom", best_for: "Large orgs; HIPAA add-on, custom integrations, SSO/SCIM"}
- name: "Krisp"
tagline: "Best for teams where poor audio quality is why the notes are poor"
badge: "Best for noisy environments"
score: "8.5"
external_rating: "4.7"
rating_source: "G2"
rating_count: "843"
price: "$8/seat/mo"
trial: "Free tier (7-day trial of paid features)"
url: "https://krisp.ai"
review_url: "https://www.g2.com/products/krisp/reviews"
logo: "https://www.google.com/s2/favicons?domain=krisp.ai&sz=128"
screenshot: "/images/listicles/best-meeting-notes/krisp.png"
screenshot_alt: "Krisp AI interface showing noise cancellation settings and AI meeting notes panel"
screenshot_caption: "Krisp homepage, source krisp.ai, captured May 2026"
pros:
- "Industry-leading noise cancellation bundled with AI notes, so if open-office noise or home-setup interference is what degrades transcription quality, one subscription solves both"
- "Web app plus desktop app on Mac and Windows, covering the browser-accessibility gap that Granola's desktop-only model leaves open"
- "Core plan at $8/seat/mo carries SOC 2 Type II and GDPR, solid baseline compliance without needing Enterprise"
cons:
- "Note quality on complex multi-topic calls is average at best; Krisp wins on audio quality, not summary sophistication"
- "No shared team call library below the Advanced tier at $15/seat/mo; notes are per-user and do not surface for teammates without that upgrade"
- "Native CRM integration (HubSpot, Salesforce) requires the Advanced tier or Zapier on Core, where Fireflies ships it at $10/seat"
summary: >-
Krisp started as a noise cancellation tool and built meeting AI on top, which is the right architecture if audio quality is actually your bottleneck. For distributed teams where participants dial in from open offices, home setups, or coffee shops, Krisp's AI noise cancellation (background noise, echo, voice of the other caller leaking through your speaker) meaningfully improves transcription accuracy before any AI model even touches the words. [843 G2 reviews](https://www.g2.com/products/krisp/reviews) at 4.7/5; the consistent praise is around audio quality and how fast it sets up. It also covers Granola's web-app gap: Krisp runs in the browser and on desktop, not desktop-only. The limitation is depth: teams that need richer notes or the native CRM push Fireflies ships tend to outgrow Krisp over time. For non-sales teams in noisy environments who just need clean audio and decent notes, Krisp's $8/seat Core tier is hard to beat.
pricing_tiers:
- {plan: "Free", price: "$0", best_for: "7-day trial of paid features"}
- {plan: "Core", price: "$8/seat/mo (annual)", best_for: "Individuals; unlimited noise cancellation, SOC 2 + GDPR"}
- {plan: "Advanced", price: "$15/seat/mo (annual)", best_for: "Teams; shared notes, CRM integration"}
- {plan: "Enterprise", price: "Custom", best_for: "Org-wide; HIPAA BAA, custom security"}
- name: "Tactiq"
tagline: "Best bot-free alternative that works in the browser without a desktop install"
badge: "Best bot-free web option"
score: "8.3"
external_rating: "4.5"
rating_source: "G2"
rating_count: "312"
price: "$8/user/mo"
trial: "Free tier (10 transcripts/mo)"
url: "https://tactiq.io"
review_url: "https://www.g2.com/products/tactiq/reviews"
logo: "https://www.google.com/s2/favicons?domain=tactiq.io&sz=128"
screenshot: "/images/listicles/best-meeting-notes/tactiq.png"
screenshot_alt: "Tactiq Chrome extension showing live transcript overlay on a Google Meet window"
screenshot_caption: "Tactiq homepage, source tactiq.io, captured May 2026"
pros:
- "Chrome extension architecture so no bot ever joins the call, the same no-bot promise as Granola but delivered via browser instead of requiring a desktop app install"
- "Free tier with 10 transcripts per month is a real evaluation period, compared to Granola's 25-meetings-lifetime cap that many teams exhaust before they have decided anything"
- "SOC 2 Type II, GDPR, and ISO 27001 certified, stronger published compliance posture than Granola at the same price point"
cons:
- "Chrome-only; Firefox and Safari users are excluded entirely, iOS and Android have no support, and if any of your team runs a non-Chrome browser Tactiq simply does not work"
- "Pro plan at $8/seat/mo only includes 10 AI credits per month, which runs out fast for teams that want AI summaries on every call"
- "No native audio or video recording; like Granola, Tactiq captures the transcript but does not give you a replayable recording to scrub back through"
summary: >-
Tactiq is the right call for a team that wants to keep the no-bot experience Granola offers but needs something that runs in a browser without a Mac or Windows app install. The Chrome extension sits inside Google Meet, Zoom, or Teams and produces a live transcript inline as the meeting runs, and other participants see nothing join the call. [312 G2 reviews](https://www.g2.com/products/tactiq/reviews) at 4.5/5; setup consistently takes under three minutes according to reviewer feedback. It shares one limitation with Granola: neither tool gives you replayable audio or video, so if you need to verify what was said at minute 37, you are working from the transcript alone. For Google Workspace teams running on Chrome who want bot-free transcription without a desktop install, Tactiq is the cleanest option. Teams that also need recording playback should pick Fathom or Fireflies instead.
pricing_tiers:
- {plan: "Free", price: "$0", best_for: "Individuals; 10 transcripts/mo, 5 AI credits"}
- {plan: "Pro", price: "$8/user/mo (annual)", best_for: "Individuals; unlimited transcripts, 10 AI credits/mo"}
- {plan: "Team", price: "$16.67/user/mo (annual)", best_for: "Teams; unlimited AI credits, auto-share"}
- {plan: "Business", price: "$29.17/user/mo (annual)", best_for: "Larger teams; SSO, advanced data retention, MCP"}
excluded:
- name: "Zoom AI Companion"
reason: "Solves the 'I already pay for Zoom' argument, not the Granola replacement argument. No audio playback outside the Zoom ecosystem and no native CRM push, which are the two specific gaps Granola users are trying to close."
- name: "Read AI"
reason: "The meeting analytics and participation scoring are strong, but with only 35 G2 reviews and a 4.0/5 rating, the summary quality trails what most Granola users are already getting. A specialty tool for People teams tracking meeting culture, not a general replacement."
- name: "Microsoft Copilot Recap"
reason: "Only relevant for Microsoft 365 shops with an EA. At $30/seat/mo for M365 Copilot, it is an expensive way to buy meeting notes if that is all you need from it."
- name: "tl;dv"
reason: "Strong free tier for async video clips and async review workflows, but summary quality consistently ranked below Fathom in 2026 SERP comparisons. A complement to a meeting stack, not a like-for-like Granola replacement."
honorable_mentions:
- name: "Notta"
why: "The pick for globally distributed teams running non-English meetings. 58-language support with strong accuracy, a web app, and audio recording. Less useful for English-only teams but worth knowing about if multilingual call volume is a real need."
- name: "Grain"
why: "Excellent clip-and-share workflow for product discovery and customer research teams. Underrated for surfacing specific moments from a call library. Too narrow for general meeting coverage but worth a look for UX research roles."
faqs:
- q: "What is the best Granola alternative?"
a: "Fathom for most teams: free tier, audio/video recording, 5.0/5 G2 from 6,602 reviews. Fireflies if CRM auto-sync to HubSpot or Salesforce is the priority."
- q: "Why do teams switch away from Granola?"
a: "Three reasons repeat: no web app (desktop-only on Mac and Windows), no audio or video replay after the call, and speaker ID that degrades past four or five participants."
- q: "Is there a Granola alternative that is also bot-free?"
a: "Yes. Tactiq uses a Chrome extension so no bot joins the call. It works inside Google Meet, Zoom, and Teams in the browser."
- q: "Which Granola alternative has the best free tier?"
a: "Fathom. Unlimited recordings and transcripts, no meeting cap. Granola's free tier is 25 meetings total, lifetime, not per month."
- q: "Which alternative works best with HubSpot and Salesforce?"
a: "Fireflies at $10/seat/mo. It auto-pushes summaries, action items, and transcripts to contact and deal records without Zapier or a manual step."
- q: "Does any Granola alternative let me replay a meeting recording?"
a: "Fathom, Fireflies, Otter, and Krisp all record audio and/or video with playback. Tactiq and Granola do not; both work from transcript only."
- q: "Is Fathom really free?"
a: "Yes, with a cap. Unlimited recordings and basic transcripts are free with no meeting limit. Advanced AI summaries cap at 5 per month; past that, Premium is $16/mo annually."
- q: "Which tool handles large calls best?"
a: "Fathom and Fireflies handle speaker identification most reliably on calls with 5+ participants. Granola's speaker ID degrades noticeably past four people."
- q: "How much does a Granola replacement cost for a 10-person team?"
a: "Fathom Free covers basics at $0. Fireflies Pro runs $1,200/yr for 10 seats. Granola Business is $1,680/yr for the same team."
- q: "Do any of these alternatives work on Windows and have a web app?"
a: "All five do. Granola's Windows support is newer than its Mac core and there is no web version; every alternative here works cross-platform with browser access."
---
## Why teams start shopping for a Granola alternative
Granola does something genuinely hard: it produces meeting notes that sound like the person who was in the meeting. The hybrid model, where you jot a few rough bullets while the conversation runs and the AI expands them into full notes afterward, is the right interaction design for how people actually think during meetings.
The bot-free architecture is the other real differentiator. Nothing joins the call. No one in the meeting ever sees a "Granola Notetaker" waiting in the lobby. For AEs running first discovery calls with enterprise buyers who have strong feelings about being recorded by a third-party app, that matters more than almost any feature comparison.
The problems that come up consistently across the teams we work with are different from Granola's feature gaps. They are structural.
**No web app.** Granola is a Mac and Windows desktop app. If you are on a browser, a Chromebook, or a work-issued machine where you cannot install apps, you do not get Granola. The iPhone support is real but newer than the desktop core. There is no way around this.
**No audio or video replay.** Granola captures audio from your device to generate the transcript, but it does not keep a recording you can play back. Once the meeting ends, the transcript is what you have. If you need to verify what was said at a specific moment, there is no scrubbing back to it. This is the complaint I hear most often from Granola users who have switched, and it is the gap the five tools below all close.
**Speaker identification at scale.** Granola's speaker ID starts to break when a call has more than four or five people on it. For one-on-ones and small team syncs this is not a problem. For a 12-person all-hands or a multi-stakeholder enterprise deal, it is.
None of this makes Granola a bad tool. [The Granola entity profile on Topickz](/software/collaboration/granola/) shows a $192M Series C and a 4.7/5 G2 rating from 33 reviews. It is a good tool for a specific context. The alternatives below are better fits when your context is broader.
{{< infographic-compare
left-tag="The free all-rounder" left-title="Fathom" left-num="5.0/5" left-label="G2 from 6,602 reviews, audio/video replay, web app"
right-tag="The no-bot notepad" right-title="Granola" right-num="4.7/5" right-label="G2 from 33 reviews, no replay, no web app"
winner="left" winner-text="Fathom covers every Granola gap: recording replay, web app, and speaker ID at scale, with a free tier that beats Granola's 25-meeting lifetime cap" >}}
## Picking your Granola alternative by what you actually need
The right replacement depends on which Granola limitation is the one that actually broke the workflow. This is the matrix we use with teams we advise.
| Your situation | Best alternative | Why it wins over Granola |
|---|---|---|
| Need audio/video replay after calls | **Fathom** | Records every call, playback available immediately, free tier |
| Need CRM auto-push without Zapier | **Fireflies** | Native HubSpot + Salesforce push at $10/seat/mo |
| Need live transcript during the call | **Otter.ai** | Real-time transcript, shareable while meeting runs |
| Open-office or noisy home setup | **Krisp** | Noise cancellation + notes, $8/seat/mo, web app |
| Want bot-free but need a browser | **Tactiq** | Chrome extension, no bot, live transcript inline |
For the full meeting-notes category including Granola's own ranking, see our [best AI meeting notes guide](/list/collaboration/best-meeting-notes/).
## Switching off Granola without losing your notes
Granola does not offer a bulk export from the desktop app to a universal format like CSV or PDF for your full note history. Before you cancel, export individual meeting notes manually or check whether Granola's integrations (Notion, Slack, HubSpot, Attio) have synced content you want to preserve.
The mental adjustment coming from Granola is the bot. Every tool except Tactiq sends a visible participant into the call. If that is the thing you cannot live with, Tactiq is the alternative. If you can live with the bot notification, Fathom's summary quality is meaningfully better than what most Granola users are used to, and you get replay.
Take advantage of the free tiers before committing. Fathom is genuinely unlimited on recordings. Fireflies gives you 400 minutes of team storage to test the CRM push. Tactiq gives you 10 transcripts per month. Granola's 25-meeting lifetime cap means you often hit the evaluation limit before you have formed a real opinion.
The alternatives here are more generous with trial room.
For corrections or vendor disputes on this guide, email [hello@topickz.com](mailto:hello@topickz.com). We refresh this shortlist every six months alongside the main meeting-notes guide; the next pass is November 2026.