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Newcomer
September 17, 2025
Question

Zoom Scheduler and Meeting Templates

  • September 17, 2025
  • 3 replies
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I am an executive recruiter and do many screening interviews with candidates. I have begun using AI Summaries on candidate screening interviews (about 60% of my Zoom meetings), but I don't want to use them on all meetings (e.g. with clients). Is there a way, or can there be a way, using Zoom Scheduler to apply a meeting template at the time of meeting creation based upon the type of meeting created in Zoom Scheduler? This would eliminate having to set summary/recording settings meeting by meeting, which is tedious.

 

3 replies

Employee
September 18, 2025

Welcome to Zoom Community!

 

To answer your question, the meeting summary template can only be done on your settings. 

Please see this article for guidance, https://support.zoom.com/hc/en/article?id=zm_kb&sysparm_article=KB0080366

Newcomer
September 18, 2025

Thanks Raffy, but I was referring to settings on the meetings themselves (e.g. record, store in cloud, use AI Companion, etc.). It would also be nice to select the meeting summary template via this means as well, however.

Employee
September 19, 2025

Zoom Scheduler allows users to create and manage booking availability for various meeting types, including One-to-One, One-to-Many, One-Off, Any Host Available, All Hosts Available, and Availability Poll.

The settings to record and the use of AI Companion is not applied.