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Side-by-side comparison · Productivity & Notes

Heidi vs Jotform AI Agents vs Todoist

Everything that matters when choosing between them, in one place: our rating, what each can do, what they cost, and the trade-offs.

Heidi

4.2

Free to start

Jotform AI Agents

4.0

From $34/mo

Best overall

Todoist

4.3

From $7/mo

Comparing 3 tools, the maximum.

At a glance

Pick it if: GPs, specialists, psychologists and allied health practitioners who spend their evenings writing up notes.

Pick it if: Small businesses, clinics, schools and nonprofits that collect information from customers and answer the same questions every day.

Best overallBest valueEasiest to use

Pick it if: Anyone who wants a dependable task list that is fast to use and stays out of the way.

Overview

AttributeHeidiJotform AI AgentsTodoist
In one lineAI medical scribe that listens to a consult and writes the notes and letters.Builds AI agents that answer customers and fill in forms by chat, phone, SMS or WhatsApp.A simple to-do list that works everywhere and understands plain-English due dates.
Pricing modelFreemiumFreemiumFreemium
Starting priceFree$34/mo$7/mo
Free plan Yes Yes Yes
Works with Claude Code No Yes Yes

Rating breakdown

Our scores out of 5. The higher bar in each row is highlighted.

AttributeHeidiJotform AI AgentsTodoist
Overall rating4.24.04.3Winner
Ease of useHow quickly someone non-technical gets value from it.
4.5
4.5
5.0
FeaturesHow completely it covers its own job, and how well the pieces fit together.
4.5
4.0
4.0
Output qualityHow good the results are before you fix them.
4.0
3.5
3.5
Value for moneyWhat you get for the price, including the free plan.
4.0
4.0
4.5
Speed & reliabilityHow fast it is and how often it falls over.
4.0
4.0
4.5

Feature comparison

A tick means it does this today. A dash means we haven't checked.

AttributeHeidiJotform AI AgentsTodoist
Access & platform
Free plan Yes Yes Yes
Mobile app Yes Yes Yes
Desktop app Yes– Yes
Browser extension Yes– Yes
API access– Yes Yes
Teams & business
Team workspace Yes Yes Yes
Enterprise plan or SSO Yes Yes No
Connects to other apps Yes Yes Yes
Open source or self-hosted No No No
AI abilities
Works with your files Yes Yes Yes
Understands images–– No
Makes images No No No
Makes video No No No
Writes code No– No
Runs agents or automations– Yes No
Learns your brand or style Yes– No
Works in many languages Yes Yes Yes
Capabilities score10/ 179/ 179/ 17

Pricing

Plans as listed on each vendor's site when we last checked. Confirm before you buy.

AttributeHeidiJotform AI AgentsTodoist
Plans

Free

Free

A single clinician trying it on real consults.

Starter

Free

Testing an agent on a small site.

Beginner

Free

Anyone with a simple list.

ClinicianOur pick

See website (14-day free trial)

A clinician who uses it every day.

BronzeOur pick

$34/mo billed yearly ($39 monthly)

A small business going live.

ProOur pick

$7/mo, or $5/mo billed yearly

Anyone who wants more projects and the calendar view.

Practice

Custom

Clinics with several practitioners.

Silver

$39/mo billed yearly ($49 monthly)

Busier businesses.

Business

$10/user/mo, or $8/user/mo billed yearly

Small teams sharing a workspace.

Enterprise

Custom

Health services and large groups.

Gold

$99/mo billed yearly ($129 monthly)

High-volume teams.

Enterprise

Custom

Large organisations.

Which plan to pickStart on Free for a couple of weeks of real consults. If it saves you time every day, trial the Clinician plan; if you need notes to flow into your practice software or want one bill for the clinic, ask about Practice.Test on the free plan, then move to Bronze to remove branding and lift the limits. Silver costs little more yearly and gives 2.5 times the conversations, so pick it if you're near the Bronze cap.Beginner is fine until you hit the five-project wall. Pro on the yearly plan is the obvious move after that. Business is for teams who want a shared space; it is not a substitute for a real project tool.

Key features

AttributeHeidiJotform AI AgentsTodoist
Standout features
  • Ambient scribe
  • Templates
  • Letters and documents
  • Ask Heidi
  • Dictation
  • Practice controls
  • Train on your content
  • Many channels
  • Takes actions
  • Human handoff
  • Templates
  • Natural language entry
  • Projects, labels and filters
  • Everywhere
  • Calendar layout
  • Shared projects
  • Claude connection

Pros and cons

AttributeHeidiJotform AI AgentsTodoist
Pros
  • Real free plan that a clinician can use day to day
  • Notes follow your own templates, not a generic format
  • Letters and summaries come from the same session
  • Works on phone, desktop and in the browser
  • Built for Australian, UK and US clinical settings
  • Very quick to set up without technical help
  • One agent across chat, phone, SMS and messaging apps
  • Ties directly into forms, bookings and submissions
  • Usable free plan and fair prices for small businesses
  • Fastest task capture of anything here
  • Works on every device you own and syncs instantly
  • Cheap, with a free plan that covers a lot
  • Natural language dates and repeats just work
  • Official Claude connection
Cons
  • Every note needs checking: users report missed details and occasional invented content
  • Paid prices are no longer published, and third-party reports suggest they have risen
  • EHR sync and organisation-wide privacy agreements only come on Practice and Enterprise
  • Recent reviews mention slower support and template bugs as the company has grown
  • Answers can be thin or wrong on complex questions
  • Limits are shared with forms and jump in big steps between plans
  • Support can be slow at busy times
  • Less depth than dedicated support platforms like Intercom
  • Not a project management tool: no timelines, dependencies or dashboards
  • Prices went up at the end of 2025
  • Business plan lacks single sign-on
  • The AI features are light compared with the rest of the category

Who each one is for

AttributeHeidiJotform AI AgentsTodoist
Best for
  • Writing up consult notes
  • Drafting referral and specialist letters
  • Solo clinicians and small practices
  • Allied health and GP templates
  • Website chat that answers FAQs and captures leads
  • Client intake and registration
  • Booking appointments by chat or phone
  • Turning a long form into a conversation
  • Personal task management
  • Recurring reminders
  • Quick capture from any device
  • Tasks Claude can add for you
You'll find it used by
  • GPs
  • Specialists
  • Psychologists
  • Physios and allied health
  • Medical practices
  • Small businesses
  • Clinics
  • Schools
  • Nonprofits
  • Agencies
  • Solo founders
  • Freelancers
  • Managers
  • Students
  • Small teams

Questions people ask

Which is better, Heidi, Jotform AI Agents or Todoist?

Todoist scores highest overall in our ratings (Heidi 4.2/5, Jotform AI Agents 4.0/5 and Todoist 4.3/5). Heidi is best for writing up consult notes and drafting referral and specialist letters. Jotform AI Agents is best for website chat that answers FAQs and captures leads and client intake and registration. Todoist is best for personal task management and recurring reminders.

Which is cheaper, Heidi, Jotform AI Agents or Todoist?

Heidi: It's free to use. Jotform AI Agents: There's a free plan, and paid plans start at $34/mo. Todoist: There's a free plan, and paid plans start at $7/mo.

Which is easier to use, Heidi, Jotform AI Agents or Todoist?

Todoist rates highest for ease of use in our scores. Anyone who wants a dependable task list that is fast to use and stays out of the way.

How we compare

Ratings are our own, from using each tool, across ease of use, features, output quality, value for money, speed & reliability.

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