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Mr-Exit
Newcomer
March 11, 2025
Question

Custom Formatting of Meeting Summaries

  • March 11, 2025
  • 3 replies
  • 0 views

Hello, fellow Zoomers!

 

I'm trying to figure out how/if I can provide a prompt to the AI companion on how I would like the summary formatted? Currently, I'm taking my summary and then pasting it into a custom prompt I built to re-format the summary into the format my client requires. (an organization I contract with to serve their clients. They have a specific format they want the meetings outcomes reported in). It would be great if I could accomplish that within Zoom and lose the extra step.  Thank you in advance!

Mike

    3 replies

    A
    Newcomer
    AJ247
    Newcomer
    March 20, 2025

    Agreed, I'm looking for the same feature. Currently either putting the transcript into a co-pilot agent I created or putting the zoom summary through the agent to get it formatted the way we like. Zoom would ideally do this. I don't think it would be that hard. 

    M
    Newcomer
    Mr-ExitAuthor
    Newcomer
    March 21, 2025

    It shouldn't be that hard - I've created a custom gpt that I literally drop my zoom summaries into, and it spits it out in the format needed for the crm - There should be the ability for me to simply copy that prompt into companion ai

     

    D
    Newcomer
    DrBree
    Newcomer
    April 4, 2025

    I need a therapy format. I am worried about HIPPA.

      D
      Newcomer
      DrKarenM
      Newcomer
      August 4, 2025

      All of my templates are HIPAA and HIGHTRUST compliant, with a section at the end of the meeting summary with comments. I created a template for each MFT Therapy model to allow my clinicians to select the correct template based on the session type, including discharge, crisis, and intake.

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