Using Meeting Summary Templates with Zoom AI Companion

Zoom users can now choose from one of ten different meeting summary templates to ensure the captured content fits your meeting. Each template includes different sections to fit the needs of your meeting. Summary template options include lecture summary with key takeaways and relevant Q&A, a brainstorm summary to capture every idea discussed, or summaries focused on recaps and next steps. 

Users can adjust their default summary template, select a different template for a newly scheduled meeting, or edit their AI meeting summary using a different template format. 

 

Note: AI Companion features are not available in the Protected instance of Zoom. A full comparison of features in regular and protected Zoom is available here.

Changing your default template

  1. Log in to your Zoom account by visiting umsystem.zoom.us
  2. Select Settings from the menu on the left.
  3. Select AI Companion for the tabs running from left to right across the screen.
  4. Find the Meetings section of settings under AI Companion and look for the Meeting summary templates setting.
  5. Select the pencil icon next to the current Default summary template (see Fig. 1). 
    Red arrow pointing to the pencil icon next to General template
    Figure 1: Select the pencil icon next to the current Default summary template
  6. A pop-up window will open showing all the summary template options.
  7. Once you've found the summary template you'd like, select the Set as default checkbox (see Fig. 2).
    Red arrow pointing to the Set as default checkbox in the summary templates window
    Figure 2: Select the Set as default option within the pop-up window to select a new default template. 
  8. Select Save and you will be returned to the Settings page where you will see your new default saved.

Choosing a template for a particular meeting

  1. Log in to your Zoom account by visiting umsystem.zoom.us
  2. Select Meetings from the menu on the left
  3. If you have already scheduled your meeting, find it in the meetings list and select the Edit button.
    Note: If the meeting is part of a recurring meeting series, you must edit the entire series to access AI Companion settings.
  4. Scroll down to the AI Companion section and use the dropdown menu to select a different meeting summary template (see Fig. 3).
    Red arrow pointing to the current template and dropdown option
    Figure 3: Use the dropdown menu under AI Companion to select a different template. 
  5. Select Save to ensure the selected template is used when the meeting summary is created.

Switching templates after a summary has been created

Note: The summary is generated based on the transcript of the meeting. If you change templates, any edits that you've previously made will be discarded and the new summary will be generated based on the original transcript of the meeting. We recommend selecting your preferred template before making any edits to the meeting summary.

  1. Log in to your Zoom account by visiting umsystem.zoom.us
  2. Select Summaries from the menu on the left
  3. Find the meeting summary you'd like to review and select the title to open the meeting summary.
  4. Use the template dropdown to select a different template (see Fig. 4).
    Red arrow pointing to the small dropdown under the meeting information
    Figure 4: Select a different template using the template dropdown menu. 
  5. Wait for the template to regenerate. Once the new summary is generated, you will have the option to save the summary, discard the changes and revert to the previous template, or choose a different template (see Fig. 5).

    Figure 5: Users can save the new summary, discard changes, or select a different template option. 

 

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