I'm building a project hub in Zoom Docs for our ongoing client work.  This will replace Airtable as our PM platform, and I'm looking at ways to leverage automation to be more efficient and effective.

I really like the task creation from AIC generated from meetings.  This would be even more useful if I could automatically port those tasks to the appropriate project and owner, based on the meeting being tied to the project and the assigned owner being on that project team.  I've tried using workflow bots and automation, but neither seems to address this issue.

Has anyone been able to get this to work?  Is this a feature request or a lack of knowledge on my part?

As a Customer Success Manager, I often see users get excited about Zoom AI Companion's ability to summarize meetings—but many don't realize that we have a powerful feature that makes those summaries perfectly structured for common meeting types.

I'm talking about Zoom AI Companion’s Pre-Built Meeting Summary Templates. While creating custom templates requires the separate custom AI Companion add-on, every user on Business, Business Plus, Enterprise, or Education accounts, can now leverage the excellent pre-built templates Zoom provides for free! It’s the easiest way to elevate your post-meeting follow-up.

Here's a look at the 9 pre-built templates to structure the AI Companion's output to match the intent and outcome of your meeting, ensuring key data doesn't get buried in a general summary.

- One on One: Great for coaching, check-ins, and performance reviews. The summary will capture what was discussed, how it impacts the employee's development, and—most importantly—who owns the next steps.
- Stand up: Ideal for those quick daily or weekly agile team huddles. The summary gives you a concise snapshot of the team's momentum, immediate challenges, and what everyone plans to tackle next. It's built for speed and clarity.
- Brainstorm: For when you're generating ideas, concepts, or solutions. It documents every idea generated and then immediately structures the resulting follow-up tasks. It seamlessly bridges the gap between raw thought and concrete execution.
- Project Update: Use this for status checks, milestone tracking, and risk reviews. The summary highlights current status, key milestones (achieved or missed), identified risks, and clearly assigns ownership for future tasks. It's your single source of truth.
- Discussion: For general, open-ended conversations or debates where the goal is sharing knowledge. You get the whole picture of the conversation, especially any points that need more thought later.
- Q&A: Perfect for town halls, webinars, or knowledge transfer sessions. The template it generates matches the questions directly to their official answers, giving you a comprehensive record of every inquiry and its resolution. It ensures clarity on what was settled and what needs follow-up.
- Customer Success: Dedicated to regular client check-ins and relationship reviews. The summary creates an organized record of the customer's status, performance metrics, service gaps, and all the necessary next actions to keep the relationship strong.
- User Feedback: Use when customers or internal users are providing input on a product. The template captures and categorizes all the problems, pain points, and suggested improvements, turning user comments directly into prioritized, actionable tasks for your product team.
- Lecture Summary: Best for formal training sessions, classes, or presentations. It creates an organized, educational record of the talk's substance and intended knowledge transfer, making it easy for attendees to review and grasp the key concepts.

Using these pre-built templates can instantly improve your workday. You can,
- Say goodbye to post-meeting housekeeping and get your time back as it will eliminate the manual step of moving and reformatting text. Just select the correct template and it will provide a structured summery. You skip the cleanup entirely.

- Boost clarity and accountability for everyone. If someone missed the meeting, they can instantly absorb the key takeaways. Using the Project Update template, for example, makes the risks and ownership immediately pop, ensuring accountability without anyone having to hunt through dense paragraphs.

I’m excited to hear how these templates transform your meeting documentation. Feel free to share which built-in template are you most excited to try first, and what custom template ideas are you playing with? Let’s keep sharing those AI Companion tips!

For more information on using and managing these summary templates, please refer to the official Zoom Support Article.

How many hoops do I have to jump through to get support from Zoom?

If I'm already logged into my Zoom account, why do I have to log in separately to Zoom support?

It looks simple to click "Give Feedback," but then there is an entire page of instructions on how to get help. Then when you finally get to a form to submit feedback, you have to filter through 20+ different options so you can help Zoom figure out which tiny arm of their expansive corporate structure should receive your question. 

Unreal. If Zoom has AI, how about using AI to do some of the work currently dumped on customers? I should be able to type a simple question. I wanted to ask why Norma from SuperNormal has decided to crash every one of my Zoom meetings without my permission. 

Google makes it easy to ask a question. Why can't Zoom do the same? 

p.s. - Couldn't even submit this post. "Correct the highlighted errors and try again." I neglected to "label" my message. Again, something AI could do. Too bad they don't know AI. 

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Here’s what’s in store for you:

📆 November 5: Zoom Workplace Open Office — See how Zoom’s tools can transform your workplace into a more productive and collaborative environment. Get all your questions answered!

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📆 November 13: What’s New at Zoom — Stay updated on the latest innovations and feature releases, including highlights from Zoomtopia. Explore what’s new across the Zoom platform!

📆 November 19: Zoom AI Companion Open Office — Discover how Zoom AI Companion enhances workplace efficiency and collaboration. Join the discussion and get your questions answered!

Don’t miss out—reserve your spot today and take your Zoom skills to the next level!

For more live and on-demand training opportunities, visit our Customer Success Hub.

- Zoom Digital Customer Success 🌟

As someone who often jumps between multiple meetings, some scheduled, some totally ad hoc, I’ve always struggled with one thing: making sure I never miss the start of any meeting. Between managing calendar alerts, emails, and just the chaos of the day, it’s easy to lose track and join late.

That’s why I was really excited when I discovered Zoom’s Auto-Call feature.

How It Works For Me?

Once I enabled Auto-Call in my Zoom desktop app’s settings, I no longer had to worry about manually clicking the “Join” button or scrambling to find the meeting link. Instead, when a meeting I’m scheduled to attend starts, Zoom automatically calls me, and I get a prompt on my screen with options to Join or Decline the meeting.

If I’m ready, I simply tap Join and jump right in. If I’m tied up or running late, I can tap Decline — and a message will appear reminding me that if I’m running late, I can join the meeting anytime by clicking the invite link later.

What I Love Most?

• It’s effortless: I don’t have to remember to click “Join” at the exact time.

• The clear Join or Decline options let me decide in the moment if I can attend or need to catch up later.

• The helpful reminder message about joining later if I’m running late is reassuring.

• It works great for ad hoc meetings too — if I’m on the invite list and the meeting starts, Zoom calls me automatically.

• No more missed or delayed starts means more productive conversations.

How To Get Started? 

If you’re like me and handle multiple meetings a day, I highly recommend trying out Auto-Call. Here’s how to enable it:

1. Open the Zoom desktop app and click your profile picture.

2. Go to Settings > General.

3. Under the Auto-call section, toggle on “Automatically receive a call when a scheduled meeting starts.”

4. Or, on your desktop client, go to General > Auto-Call (see image below). 

Give it a shot — it’s a small change with a big impact on staying connected and on time!

Zoom Meetings 対応の会話型インテリジェンス プラットフォームである Zoom Revenue Accelerator を使用して、顧客とのより有意義な関係を構築しましょう。

以下、原文の投稿をご参照ください：
https://www.zoom.com/ja/blog/zoom-revenue-accelerator/

Hi Everyone,

I'm leading a project to roll out Zoom telephony across a UK Council. The Voice and Contact Centre deployment has gone like a dream and now we started to move on to pushing out the Email part of ZCC. However we have hit an issue. When an agent tries to look back through an email thread with a customer/resident, the emails in the thread are sometimes repeated and also mixed up in terms of the times they were sent. Has anyone here deployed the Email part of ZCC yet. Would you be willing to share your experience?