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Creating a "Doc" from a summary

froschling
Participant
Participant

When creating a document from a meeting summary I want to select one of the advanced templates, but I am only ever offered the standard summary.

 

I've checked the notes associated with using ASI Companions with notes and cannot find a combination of settings that allows access to the additional templeats. 

 

What do I need to do to get access to the additional templates?

 

John

2 REPLIES 2

Xun
Zoom Employee
Zoom Employee

Hi @froschling sorry for replying late. There are several possibilities that could cause this issue. 

  1. During the meeting, have you enabled the "AI Companion" feature, or just the "Record" feature? Currently, the transcript from recording can not be used for content generation. We will support this soon.
  2. To use the feature now, we must have these settings enabled:
    1. Docs content generation and revision with AI Companion
    2. Allow users to ask AI Companion questions about the meeting (Check this link. It's recommended to check the checkbox "Automatically allow access when the meeting starts")
    3. Meeting summary with AI Companion (Check this link. It's recommended to check the checkbox "Turn on meeting summary automatically when meetings start"
    4. Allow meeting hosts to retain and access meeting transcripts (Check this link, scroll to bottom)

(It will only affect future meetings you host)

 

I know they are complex. We already have plans to make the settings smoother. Any further questions are welcome!

sofix001
Zoom Employee
Zoom Employee

Hi @froschling 

Sorry this post was not on our radar previously. We will try to look into AIC board more actively!

Let us know if my teammate's Xun's response solves your issue. 

 

Best,

Soph

Zoom Docs PM team