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📅 March 12: Transform Your Workplace with Zoom Workplace Open Office

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We have encountered a significant challenge in tracking the timelines within the Meeting Summary using the AI companion. Is there any possibility to get the meeting summary with timelines as this is particularly critical for us like Major Incident Management Associates. The AI companion's inability to accurately capture and present timeline data from meetings is impacting our incident management process.

Upon the conclusion of a meeting, we get the AI Companion Summary (which we love), but it doesn't include the attendees or some field that we can use to link this and import it or add it to the CRM system.  

We have explored multiple ways to get the AI Summary on the Contact in FreshSales, including Zapier, which currently doesn't support this.

The only solution we see is manually attaching the AI Companion Summary to the Contact in our CRM.  

We looked at the Zoom Workflows and then using Zapier to put it on the account.  We would forward the AI Companion Summary to a designated email address, and when we forward, we would include the contact's email address in the body that should be put in our CRM.  Then Zapier would run this into the CRM.  This still requires a user to remember to do this, and at that point, they might as well manually attach it to the CRM.  

Has anyone done this successfully?  If so, how did you do it? Do you have any suggestions or ideas on other approaches?  

Thanks in advance.  

Hi everyone!
I'm new in the Zoom Community.
Recently a provider send an AI summary of our Zoom session to me and I'm considering the possibility to use it in my services.
My question is:

Is it possible to have a AI summary if I didn't set up AI companion in the session?
Or this is not possible 'a posteriori'?
I would love to see the accuracy of the summary checking with previous recordings with clients.

Thank you in advance for your answers!

Montserrat