Zoom's My Notes: Smarter Meeting Notes for Every Zoom User
How many times have you walked out of a meeting, virtual or in-person, and realized you can't remember who committed to what?
You scribbled something in a doc. Maybe dropped a few notes in chat. Or just trusted your memory.
A week later? The details are gone.
Zoom My Notes changes that.
It gives every Zoom Workplace™ user* a dedicated, personal note-taking space that lives inside the Zoom meeting experience so nothing gets lost between conversation and action.
No extra tools. No lost context. No cleanup required.
Just a clean, persistent workspace for capturing what matters.
What Is Zoom's My Notes?
My Notes is a built-in note-taking tool inside Zoom Workplace that replaces the legacy Zoom Notes experience with something far more integrated.
Unlike a separate doc or app, My Notes lives directly in the Zoom in-meeting toolbar and desktop client, which means:
- No context switching
- No lost notes
- No post-meeting scramble
When the meeting ends, your notes are saved and ready to open in Zoom Docs for formatting, sharing, or collaboration.
Even better—it works beyond Zoom meetings!
You can use MyNotes to take notes during:
- In-person conversations
- Phone calls
- Meetings on other platforms
As long as your Zoom client is open, your notes are available in one place.
The Core Features You Should Know
| Feature | What It Does |
| Real-Time Note-Taking | Capture decisions and action items as they happen—no lag, no transcription required. |
| Cross-Platform Capture | Use it during Zoom, in-person, or third party meetings. |
| Automatic Save | Your notes are saved, stored, and accessible later. |
| Personal by Default | Capture thoughts, reminders, and follow-ups that matter to you. |
| Zoom Docs Integration | Turn notes into structured, shareable Zoom Docs quickly. |
| Rich Formatting | Headings, lists, tables—no more messy walls of text. |
Quick Start: Get Up and Running Quickly
- Check Your Zoom Client Version: Make sure you're running Zoom Desktop Client version 6.7.5 or later. In the desktop client click your profile icon in upper right and select Check for updates to see the current version you are on.
- Verify My Notes Is Enabled: Sign in to the Zoom Web Portal. Navigate to Account Management → Account Settings → Notes and confirm that My Notes is toggled on. If you don't see this option, check with your IT admin.
- Join or Start a Meeting: Open any Zoom meeting, or simply launch your Zoom desktop client if you're taking notes for an in-person or third-party meeting.
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Open My Notes:
- In a Zoom meeting: Click the MyNotes icon in the meeting toolbar. A note panel opens on the side of your meeting window.
- In an in-person or third-party meeting: If automatic voice activity detection is enabled and voice activity from the third-party app or browser is not set to be ignored, a Take Note notification will appear when voice activity is detected so you can open My notes and begin taking notes.
- Start Typing: Begin taking notes. Use headings, bold, and lists to keep things organized. Everything saves automatically.
- Review After the Meeting: Head to Zoom Docs (or Zoom Hub, your central content library) to find your saved notes. Edit, format, share, or export as needed.
That's it.
No complicated setup. No third-party integrations. No learning curve.
The Busy Professional's Flow
Whether you're leading internal syncs, managing client calls, or juggling back-to-back meetings, MyNotes helps you capture what matters—without losing momentum.
The Problem
You're constantly switching between meetings, tools, and conversations.
Notes end up scattered across docs, chats, and apps.
By the end of the week, you're piecing together what was said, who owns what, and what's next.
The Shift
Instead of managing notes outside the meeting, MyNotes brings documentation into the meeting—so your memory and your action items live in one place.
The Workflow
| Step | What to Do |
| Before the call | write prep notes in a separate note/doc — e.g., "This is a discovery call, surface pain points, opportunities, stakeholder names and titles" |
| When the call starts | Open My notes, paste the prep text into the manual notes field |
| During the call | Add additional observations, questions to the manual notes field |
| After the call | Open in Zoom Docs → review My notes to see everything you capture with pain points, oppotunities, and other manual notes call outs highlighted |
| Share | Drop the Doc in Zoom Chat or send via Zoom Docs to teammates or stakeholders |
Why It Works
It removes the gap between:
"We talked about it" → "It actually exists somewhere."
Whether you're a team lead, consultant, customer success manager, recruiter, or operations pro—this flow helps keep your meetings actionable and your memory organized.
Quick Wins to Try This Week
- Open MyNotes in your next meeting
- Use it during a non-Zoom meeting
- Share at least one new note via Zoom Docs
Where My Notes Fits in the Bigger Picture
This isn't just a note-taking tool.
It's part of a bigger shift:
From ephemeral work (meetings that disappear)
To durable work (artifacts that persist)
My Notes is often the first step in that shift.
What Happens When You Add Zoom AI Companion
MyNotes works perfectly on its own for note taking—but when paired with Zoom AI Companion, your manual notes and the meeting transcript combine automatically after the call to produce:
- Summaries: a structured recap generated from what was said
- Action items: commitments and next steps pulled from the conversation
- Key takeaways: the moments that mattered, surfaced without re-reading everything
Already have Zoom AI Companion? You're one toggle away from actionable summaries and next steps after every meeting.
Head to Settings → Notes → My Notes to make sure transcription is enabled.
Get Started
→ Explore MyNotes — Visit Using MyNotes to learn more
→ Update Your Zoom Client — Make sure you're running the latest version of the Zoom desktop client to access MyNotes. How to check your Zoom Client version
→ Dive Deeper into Zoom Docs — Learn how to turn your MyNotes into collaborative documents: Getting Started with Zoom Docs
Have questions or tips for using MyNotes? Drop a comment below — we’d love to hear how you’re putting it to work.
Disclaimers
*Features described in this article may vary by plan and are subject to change. Visit –zoom.us/pricing for the most current plan details and feature availability. Zoom AI Companion features may not be available on all plans, in all regions, or in certain industry verticals. AI-generated content should be reviewed for accuracy.
Written by Jamie Jones, Product Adoption Expert, Zoom Workplace Meetings & Productivity Suite. For questions about this article or Zoom' My notes, reach out via the Zoom Community or your Customer Success team.