how to download note taking transcripts

Hey ​@BrettOetting 

You’re using Zoom’s AI note-taking features—specifically AI Companion and AI Docs (formerly “Zoom Docs”)—to produce meeting transcripts and summaries. You’ve noticed that when trying to download your AI-generated docs as Word (.docx) or PDF files, you only get a generic title—not the transcript content. Here’s how to fix that and streamline your workflow. 

AI Docs can export full content—including summaries, transcripts, and formatting—not just titles.

Possible Reasons You're Getting Blank Downloads

1. You're Exporting a “Zoom AI Doc” without content

   • If the doc has not correctly captured the transcript or summary, the exported file may appear blank (just a title).

2. Issue with Export Method or View

   • Exporting from certain views (e.g., mobile app, limited UI) might only generate a placeholder.

3. Missing Permissions or Export Configuration

   • AI Companion settings may affect retention or export availability

How to Troubleshoot this:

• Open the full AI Doc in Zoom Docs via the Zoom web portal or Zoom Hub.
• Use the Export option and select either Word or PDF — make sure you're exporting the actual doc and not a placeholder or template.
• Check your account or admin settings and confirm that "Allow users to retain transcripts generated by meeting summary" is enabled.
• Verify retention access by navigating to Recordings and Transcripts (as a user) or Recording and Transcript Management → Transcripts (as an admin) to confirm the transcript is saved.
• If batch or bulk downloads continue to fail, test with a single recent meeting and a smaller AI Doc first to isolate whether the issue is with a specific file or a broader settings problem.

None of this worked. Please tell me what the best way to record and interview with a client and then download the word for word transcript is within Zoom. Right now I am going back to otter.ai until I can know how best to do this.