Zoom AI Companion Setup

Zoom AI Companion auto-generates meeting summaries, transcripts, and answers questions during your meetings. Summaries and transcripts are saved as Zoom Docs you can review later. AI Companion only runs for meetings you host.

Enable AI Companion

Configure AI Companion once and it will run on every meeting you host going forward.

1. Open Settings
   In Zoom Workplace, click the gear icon in the bottom left, or click your profile icon and select Settings.

2. Go to AI Companion
   On the General tab, scroll down to the AI Companion section and click Manage.

   

3. Configure meeting summary
   Check Auto-start summary to generate a summary for every meeting you host. Check Send summary via email to email it to attendees afterward. Use the dropdown to control who the summary is shared with.

   

4. Configure meeting questions
   Check Auto-start questions to let participants ask AI Companion questions during the meeting. Use the dropdown to control who can ask.

5. Save
   Click Update to apply your settings.

Sharing scope

The default share setting is all participants and invitees. If your meetings cover sensitive topics, change this to a more restrictive option before saving.

In-Meeting Controls

During a meeting you can check AI Companion status, ask it questions about what’s been discussed, or take personal notes alongside the transcript.

AI Companion Panel

Click the AI Companion icon in the meeting toolbar to open the panel.

Control	Action
Meeting questions	Toggle whether attendees can ask AI Companion questions
Meeting summary	Toggle the auto-summary on or off
Generate transcript	Sub-option under Meeting summary that records the conversation as text
Ask AI Companion	Opens a prompt to ask about the meeting so far
Stop AI Companion	Turns AI Companion off for the rest of the meeting

Asking questions mid-meeting

Ask AI Companion is useful if you joined late or missed something. Ask “what have I missed?” or “what action items have been discussed?” and AI Companion answers from the transcript so far.

My Notes

My notes lets you take personal notes alongside the live transcript. The combined output is your own Zoom Doc, separate from the host’s AI Companion summary. Any attendee can use it.

1. Open My notes
   Click the My notes icon in the meeting toolbar.

   

2. Set options
   Check Use meeting transcript to combine your notes with the transcript. Check Auto-start note for future meetings so My notes runs in every meeting going forward. Check Allow everyone to use the meeting transcript with My notes to let other attendees access the same transcript.

3. Open the notes window
   Click Open my notes. A side window opens showing the live transcript and a text field for your own notes.

4. Type as you go
   Add your notes in the Type here if desired… field while the transcript records in the background.

5. Finish
   Click Done when the meeting ends to save your notes and transcript.

My notes vs AI Companion

My notes is personal and any attendee can use it. AI Companion is host-controlled and shares its summary based on the host’s settings. Both can run in the same meeting.

Access Meeting Summaries and Transcripts

After a meeting ends, AI Companion saves the summary and transcript as a Zoom Doc.

1. Open Docs
   In Zoom Workplace, click More in the left sidebar and select Docs.

   

2. Find your meeting
   Meeting docs are named with the meeting title and date. Click the doc to open it.

3. Review the content
   The doc has two tabs: Manual notes for any notes taken during the meeting, and Transcript for the full transcribed conversation. Below the tabs is the AI-generated summary with sections like Key Outcomes.

   

4. Refine with AI Companion
   Use the AI Companion panel on the right to improve writing, reformat content, or simplify language. Click Regenerate at the bottom to redo the summary, or change the template from the Templates dropdown.

Sharing the doc

Click Share in the top right of the doc to send it to other team members or copy a link. The doc keeps the same permissions set during AI Companion setup.

Hosting required

AI Companion only generates summaries and transcripts for meetings where you are the host. If you are an attendee, the host needs to have AI Companion enabled for the doc to be generated.

Generate Content with AI Companion

Inside any Zoom Doc, AI Companion can draft content from a prompt, revise existing text, or build a meeting summary from a past transcript using a template.

Starting a New Doc

When you create a new doc, three quick-start options appear at the bottom:

Option	Use case
AI Companion	Brainstorm or generate content from a prompt
Data table	Lists, tasks, and projects
Templates	Pre-built layouts, including meeting summary docs built from existing transcripts

Click AI Companion and describe what you want. For example, “draft an agenda for a tenant lease renewal meeting” or “outline talking points for a vendor onboarding call”.

Building a Summary from a Past Transcript

If a meeting wasn’t summarized at the time (or you want a different format), use Templates to pick a layout and have AI Companion fill it in from an existing transcript.

Revising Existing Content

Highlight any text in a doc and use the AI Companion panel on the right to rewrite, reformat, simplify, or expand the selection.

Full reference

For the full feature reference, see Zoom’s support article on Docs content generation and revision with AI Companion.