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How to improve Next Steps in Meeting summary

Jantonow
Newcomer
Newcomer

I really like Zoom Meeting Summary and find it is almost as good at notetaking as Airgram.  However, the next steps section has failed us, which is the most important part!  First of all, it gets names wrong. Secondly, it's not in bullet format. Lastly, it's incomplete - lots of action items were clearly left off. 

 

Does anyone have suggestions for how to make next steps better?  For instance, could one say, "hey, Zoom, here's a next step for Joe: have him double-check with Mary about the sales report." Would that work?

4 REPLIES 4

Bort
Community Champion | Employee
Community Champion | Employee

Hi @Jantonow 

Thanks for reaching out!

The next steps should be in list format. Can you share where you are seeing the next steps not in a bulleted list? If you have a screenshot, could you send that too as a direct message here on the Community?

It is in a bulleted list in the summary, but when I try to copy and paste it into a document it comes out in a table with huge row heights. I want to be able to turn those next steps into tasks, but the table format isn't helpful.

Sounds like you want to make it easier to copy and paste the AI summary in a user friendly format (bullet points, reasonable row heights etc.) so that you can turn it into a document or share it. This can be accomplished using the API endpoint for the meeting summary. There is also a Zoom app, Salepager, that lets you copy the AI summary automatically in a user friendly format to edit, share or store.

Stepnaiking
Newcomer
Newcomer

try merlin ai