Real-world insights from a midsize U.S. staffing agency's recent onboarding session.

If you're curious about how organizations are leveraging Zoom Custom AI Companion to achieve significant productivity gains, you're not alone. Recently, a midsize U.S. staffing agency demonstrated clear and measurable ROI by incorporating AI into their daily workflow. Here's a practical breakdown of three key use cases—and actionable steps your team can replicate today.

1. Streamlined Meeting Summaries with Structured Templates 📝🔖📂

Real-Life Use Case: 📌🗒️📋 Recruiter and sales teams built structured summary templates for:

• Candidate screening interviews

• Reference checks

• New-client intake meetings

• New-job intake sessions

Why It Matters: ✅🗃️🖥️ By auto-populating essential details directly into their ATS/CRM, the agency eliminated repetitive manual data entry, standardized notes, and ensured accuracy across every interaction.

2. Instant Access to Team Knowledge 📚🔍🔗

Real-Life Use Case: 🔐📑🔍 The team uploaded crucial documents like job descriptions, interview rubrics, and internal guidelines into a secure, searchable knowledge base. Recruiters then effortlessly queried the AI Companion for instant answers during live calls / meetings (e.g., “What’s the interview process for Project Manager roles?”).

Why It Matters: ⏱️⚡🌐 Quick, accurate, and source-linked answers saved recruiters valuable time, enhancing both candidate and client satisfaction by eliminating delays and misinformation.

3. Automated Task and Calendar Management 📆⏰✅

Real-Life Use Case: 📌📅🗓️ AI Companion automatically identified actionable items from meeting conversations (“Send assessment link,” “Schedule client interview”) and offered calendar scheduling suggestions. Recruiters approved or rejected these suggestions directly, turning accepted actions into tasks with due dates and reminders.

Why It Matters: 🔄⏳📈 This approach reduced the risk of missed follow-ups, minimized manual scheduling, and allowed recruiters to reclaim valuable time for strategic activities.

3 Steps to Successful Implementation (Any Industry): 🛠️📈🚦

Next Steps: 🚀📅🔑

These productivity-boosting techniques—structured templates, knowledge repositories, automatic task management, and compliance safeguards—can transform meetings and data entry tasks across industries like finance, tech, education, and more. Start small, measure impact, and within 30 days, expect measurable results. You'll likely wonder how your team ever managed without Zoom Custom AI Companion.

Want more info? Click here!

Ready to do more with Zoom this July?

Unlock new ways to work smarter, connect better, and stay ahead with this month’s power-packed lineup of live sessions. From insider updates to expert tips and open Q&As, we’ve got everything you need to sharpen your skills and get the most out of your Zoom experience.

Here’s what’s coming up:

📅 July 2: Zoom Workplace Open Office
Unlock the full potential of Zoom Workplace! Learn productivity tips, explore features, and bring your questions — our experts are ready to help.

📅 July 9: Zoom Phone Open Office
Master seamless communication with Zoom Phone. Join us to learn best practices, streamline call workflows, and get real-time support.

📅 July 10: What’s New at Zoom?
Catch up on everything Zoom released in June! Discover fresh features, key improvements, and how they can make your day-to-day smoother.

📅 July 16: Zoom AI Companion Open Office
Tap into the power of AI! Explore how Zoom AI Companion can support your work and boost efficiency — plus, get your questions answered live.

📅 July 23: Zoom Contact Center Open Office
Take customer experience to the next level. Learn more about Zoom Contact Center capabilities and ask anything during this interactive session.

Grow your knowledge, connect with experts, and make the most of Zoom — we’ll be right there with you. Can’t wait to see you this July!

💡Looking for more? Explore additional webinars, live product trainings, and on-demand content via the Customer Success Hub.

Get ready to explore, connect, and elevate your Zoom experience this June! We’ve lined up an exciting series of events designed to help you stay ahead, boost your productivity, and make the most of your Zoom tools. From discovering new features to getting expert guidance, there's something for everyone this month.

Here’s what’s happening:

📅 June 4: Zoom Workplace (Meetings + Productivity) Open Office
Want to turn routine meetings into high-impact collaborations? Join us to learn pro tips, discover new features, and explore smarter workflows with Zoom Workplace.

📅 June 5: What’s New at Zoom? 
Be among the first to explore our latest updates! We’ll walk through new features, improvements, and how they can streamline your day.

📅 June 11: Zoom Phone Open Office
Take your communications to the next level! Learn how to optimize Zoom Phone with expert tips for seamless call handling and efficient workflows.

📅 June 12: Zoom Contact Center Insights – June Optimization Deep Dive
Dive into powerful features and strategies to help you get the most from your Zoom Contact Center setup.

📅 June 18: Zoom AI Companion Open Office
See how Zoom AI Companion can help you work smarter — not harder. Join us for a live Q&A and discover ways AI can support your day-to-day.

📅 June 25: Zoom Contact Center Open Office
Explore best practices, key features, and customer engagement strategies to maximize impact with Zoom Contact Center.

📅 June 25: From Implementation to Impact: Campus Insights on Zoom AI Companion
Hear firsthand from two education customers about how they adopted Zoom AI Companion, tackled real challenges, and delivered real results.

Don't miss your chance to learn, grow, and lead with Zoom this June. We’re excited to see you there!

💡Interested in other webinars, live product trainings or on demand content? Visit the Customer Success Hub to learn more.

Top Features That Will Make Your Work Life Easier

• Cross-platform note-taking that works everywhere - yes, even in Teams and Google Meet!

• Smart integration with tools you already use (looking at you, Jira users 🙂)

• Custom terminology and acronym recognition

• Personalized coaching with custom avatars that speak your team's language

• Instantly find company policies and information when you need it

• Generate meeting summaries that are actually ready to share with clients

• Streamline onboarding with personalized training videos

• Automate those repetitive tasks that eat up your day

Have you been considering whether your organization could benefit from implementing Online Fax services?

Zoom Phone Online Fax is an electronic fax service enabling users to send and receive faxes without a traditional fax machine. It's available for Zoom Phone Pro and various Zoom Workplace plan subscribers. Users can exchange PDF files and utilize features such as auto receptionist and shared line group caller IDs for faxing.

Fax usage is charged per page for certain plans, while others offer unlimited faxing. Currently, the service is limited to US and Canada users and supports only black and white faxes. Users can manage and view their fax logs through the Zoom Workplace app or web portal.

Additionally, Online Fax requires a Zoom Phone Pay-As-You-Go (PAYG) or Prepay plan to be activated.

To enable to disable the Online Fax, please refer to the Knowledge Based Article regarding Enabling or Disabling Online Fax. You may also browse additional Knowledge Based Article about Understanding Online Fax Licensing.

Get ready to explore, connect, and supercharge your Zoom experience! We’ve lined up a powerhouse series of events this month — all designed to boost your productivity, sharpen your skills, and keep you ahead of the game. Whether you're diving into new features or getting one-on-one time with Zoom experts, May is packed with opportunities you won't want to miss.

Here’s what’s coming up:

📅 May 7: Zoom Workplace (Meetings + Productivity) Open Office
Ready to transform your everyday meetings into powerful, productive sessions? Join us to discover insider tips, pro workflows, and new ways to get more from Zoom Workplace!

📅 May 8: What’s New at Zoom? (April Releases)
Be the first to explore Zoom’s newest features and enhancements! We’ll break down what’s fresh, what’s improved, and how it all makes your workday smoother and smarter.

📅 May 14: Zoom Phone Open Office
Take your Zoom Phone game to the next level! From smarter call handling to streamlined workflows, our experts will show you how to make every conversation count.

📅 May 21: Zoom AI Companion Open Office
Curious about AI at Zoom? See how our AI Companion can simplify your day, boost your efficiency, and help you work smarter — not harder. Bring your questions and get live answers!

📅 May 28: Zoom Contact Center Open Office
Deliver standout customer experiences with Zoom Contact Center! We’ll walk you through best practices, powerful features, and smart strategies to engage and support your customers like never before.

Don’t miss your chance to learn, grow, and lead with Zoom this May. We can’t wait to see you there!

 

Zoom Workplace for Frontline is a mobile-first solution tailored for industries like retail, healthcare, and manufacturing, where frontline workers need efficient on-shift communication and task management tools. Key features include auto-generated shift-based chat groups, real-time activity feeds, shift swapping, and task tracking—all accessible via the mobile app. The integration of AI Companion provides automated shift summaries and smart search capabilities, streamlining daily operations.

A standout feature is the push-to-talk (PTT) functionality, which enables instant voice communication at the press of a button. This feature, reminiscent of traditional walkie-talkies, allows employees to connect seamlessly without the need for additional hardware. It's especially beneficial in environments where quick, hands-free communication is essential.

For managing tasks and tracking progress, Zoom Workplace for Frontline offers robust tools. Another feature is the Activity Center which provides a centralized location to view and manage tasks, ensuring that frontline workers can stay organized and focused on their responsibilities.

Additionally, another feature called scheduling tracking fields for shift management which supports shift swapping, allowing employees to request and manage shift changes directly from their mobile devices. This feature enhances flexibility and ensures adequate staffing levels.

These innovations reflect Zoom's commitment to providing versatile solutions that cater to both frontline workers and knowledge-based teams, aiming to improve connectivity, efficiency, and overall workplace productivity.

Related Articles:

Zoom Communications Launches Zoom Workplace for Frontline to Enhance Mobile Connectivity and Efficiency for Frontline Workers

Zoom Workplace for Frontline now available to improve on-shift communications and work management for frontline workers