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How to use AI to take meeting notes in Zoom?

Taking notes during a Zoom meeting can be distracting, especially when you need to focus on the conversation instead of typing down every detail. AI can automatically transcribe what is said, identify key points, and turn the conversation into organized meeting notes.

How to use AI to take meeting notes in Zoom? Here are two main ways:

  1. Use Zoom’s built-in AI meeting note taker: Best for users who want a simple, integrated option without installing another app.
  2. Use a third-party AI note-taking app: Best for users who don't want to pay for a plan or have an AI bot join their Zoom meetings, whether on a computer or phone.

In this guide, we'll walk you through both methods and help you choose the one that works best for your Zoom meetings.

Using SYNCO AI APP to take meeting notes in Zoom

1. Use the native Zoom meeting AI note taker.

Zoom has a built-in AI meeting summary feature that can turn your meeting conversation into an AI-generated summary. It uses speech-to-text data to identify and organize the key points discussed during the meeting. If you want everything to stay within Zoom without installing another note-taking app, this is the most straightforward option.

Upgrade to a Zoom plan with AI note-taking.

Before using AI to take meeting notes in Zoom, make sure your account is on one of the following eligible plans:

  • Zoom Workplace Pro
  • Zoom Workplace Pro Plus
  • Zoom Workplace Business
  • Zoom Workplace Business Plus
  • Zoom Workplace Enterprise
  • Zoom Workplace Enterprise Plus
  • Zoom Workplace Enterprise Bundle

If you’re using the Zoom desktop or mobile app, make sure it meets the latest version requirements.

Enable AI meeting notes in Zoom.

Once your account is eligible, you can start Meeting Summary from within a Zoom meeting.

Follow these steps:

  1. Start a Zoom meeting as the host.
  2. Click or hover over the Zoom AI icon in the top-right corner.
  3. Select Meeting summary.
  4. Optionally select Generate transcript if you also want a transcript after the meeting.
  5. Click Start Zoom AI.

Zoom will then use speech-to-text data from the meeting to generate the AI summary. Participants will also see an indicator showing that Zoom AI features are active.

How to use Zoom AI Companion to take meeting notes

Find and get AI Notes from Zoom Meeting.

After the meeting ends, Zoom finalizes the summary and makes it available through several places, depending on your meeting settings.

You can receive the summary by email, access it through the meeting's Zoom Chat, or find it in the Zoom web portal:

  1. Sign in to the Zoom web portal.
  2. Go to My account.
  3. Select Summaries from the side menu.
  4. Open My Summaries to find summaries from meetings you hosted.

You can also use the Shared with me tab to access summaries shared by other users.

Share, edit, or remove AI meeting notes from Zoom.

After Zoom generates your meeting summary, you can share, edit, or remove it from the Zoom web portal. Only the meeting host can edit or delete the summary.

  1. Sign in to the Zoom web portal.
  2. Click your profile picture or initials in the top-right corner, then select My account. Select Summaries from the side menu.
  3. Under My Summaries, find and open the meeting summary you want to manage. You can search by meeting topic, meeting ID, or date range.
  4. Choose the action you need:
  • Share: Send the summary to other people by entering their email addresses or contact names.
  • Edit: Modify the AI-generated summary and click Save.
  • Delete: Remove the meeting summary. This action cannot be undone.

You can also share or delete meeting summaries directly from Zoom Hub.

Using SYNCO AI APP to summary your Zoom meetings

2. Use a third-party AI note-taking app for Zoom meetings.

If you don’t want to upgrade your Zoom plan or have an AI bot join your meeting, a third-party AI note-taking app is another option. These apps can capture the meeting audio directly from your computer or phone and turn it into notes without adding a visible AI participant to the Zoom call.

Use a desktop AI note-taking app on Windows or Macs.

On a Windows PC or Mac, you can use a desktop AI note-taking app to capture audio from your Zoom meeting while it is running. This approach does not require an AI bot to join the meeting.

The general process is:

  1. Install and open a compatible AI note-taking app on your computer.
  2. Start or join your Zoom meeting.
  3. Give the app permission to access your microphone or system audio when required.
  4. Start recording or transcription in the AI note-taking app.
  5. Continue your Zoom meeting as usual.
  6. Stop the recording when the meeting ends and let the app generate your notes or summary.

Some desktop apps can capture system audio, allowing them to transcribe what other participants say even when you are using headphones.

Use a mobile AI note-taking app on iPhone or Android.

You can also use a mobile AI note-taking app when joining Zoom meetings from an iPhone or Android phone. If you don't want to pay for a Zoom plan or have an AI bot join your meeting, the SYNCO AI App is a free option to consider.

Many people join Zoom meetings from their phones while outdoors or in other noisy environments rather than a quiet office. When paired with a SYNCO Smic AI microphone, the SYNCO AI App can intelligently filter out background noise and focus on human speech, helping generate more accurate meeting notes. Even better, the SYNCO AI note-taking app is free to use, with no subscription fees or usage limits.

Here’s how to use the SYNCO AI App to take notes during a Zoom meeting:

  1. Download and open the SYNCO AI App.
  2. Connect a compatible SYNCO AI microphone to your phone.
  3. Tap AI Audio > Record Summary > Start Recording.
  4. Choose your language and tap Start.
  5. When the meeting ends, tap Save.
  6. Tap Summary and choose a meeting template.
  7. View, edit, or refine the AI-generated meeting summary.
  8. Tap Mind Map if you want another way to organize your Zoom meeting notes.

For more detailed instructions and AI features, see the SYNCO AI App User Guide.

Conclusion

Now that you know how to use AI to take meeting notes in Zoom, you can choose between Zoom's built-in AI features and a third-party app. Zoom's native option is convenient if you already have an eligible plan, while a third-party app is a better choice if you don't want to upgrade your plan or have an AI bot join your meeting.

Choose the method that best fits your meeting setup, device, and note-taking needs.

FAQ

Still have questions about using AI to take meeting notes in Zoom? Here are some quick answers to the most common questions.

Does Zoom have AI meeting notes?

Yes. Zoom has a built-in AI note-taking feature that automatically generates meeting summaries from your Zoom meetings. It is available on eligible Zoom Workplace plans.

How do I prevent AI Bots from joining my Zoom meeting?

Use a third-party AI note-taking app, such as SYNCO AI APP, that runs directly on your computer or phone. It can record and process meeting audio without adding an AI bot to the Zoom meeting.

What are the limitations of using AI to take meeting notes in Zoom?

Zoom’s built-in AI meeting notes have some limitations, including plan requirements, host controls, limited availability in breakout rooms, and possible transcription errors. AI-generated notes should also be reviewed for accuracy.