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.

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

In today's hybrid work environment, businesses and educators alike face challenges in fostering collaboration and engagement. The Zoom Whiteboard could bridge the gap between remote and in-office teams, enhancing productivity and creativity in ways they hadn't imagined.

The Challenge:Companies struggled with brainstorming sessions in their hybrid setup. Traditional methods—email threads, shared documents, and even screen sharing—proved inefficient for real-time ideation and team engagement. The leadership team sought a solution that allowed seamless, interactive collaboration across all departments.

The Solution: Zoom Whiteboard for its user-friendly interface, real-time collaboration features, and integration with their existing Zoom meetings. Let us quickly discover its potential and its application to multiple functions.

How to Maximized Utilization

Real-Time Brainstorming:

During virtual meetings, team members used Zoom Whiteboard to jot down ideas, create mind maps, and categorize tasks.

The ability to use sticky notes and draw connections helped structure discussions efficiently.

Agile Project Management:

Developers and project managers used the Whiteboard to create sprint planning boards, track progress, and visualize workflows.

Tasks were assigned using shapes and labels, ensuring everyone had clear visibility on project stages.

Interactive Training Sessions:

The HR and learning teams used Zoom Whiteboard for onboarding new employees, making sessions more engaging with diagrams, flowcharts, and interactive exercises.

Trainers could annotate and get instant feedback, making learning more effective.

Cross-Team Collaboration:

Instead of relying on static documents, marketing, sales, and product teams used Whiteboard to collaborate on campaign ideas, customer journey maps, and UI/UX wireframes.

Teams could continue working asynchronously, adding notes even after meetings had ended.

Documenting and Sharing Ideas:

With the ability to save and share Whiteboards, teams could revisit past brainstorming sessions and build upon previous ideas without losing momentum.

Integrations with other tools ensured smooth workflow transitions.

AI Companion for Zoom Whiteboard:

With the help of the AI companion, users can now generate ideas on a digital whiteboard and organize ideas into categories, helping teams get to work faster.

Create a simple, secure solution with Zoom Phone for workers that are "On Call"!

Zoom Phone enables organizations with on-call employees to have calls redirected to their mobile Zoom application (on iOS or Android) and be notified with secure transcribed messages (voicemail or SMS) while meeting compliance.

Requirement: Healthcare providers, biotech, pharma, behavioral health, small clinic customers must have a BAA (Business Associates Agreement) with Zoom to enable/achieve HIPAA compliance.

Other features:

• Receive transcribed voice mail messages.
• Send Receive SMS/MMS messages to patients.
• Receive a transcribed recording of patient/on-call resource voice interaction.
• Works with Android or iOS mobile devices.
• Can be HIPAA compliant. (BAA must be signed)
• PHI info stays encrypted in ZP cloud and not stored on personal mobile devices.

How does this work?
Healthcare providers can utilize Zoom Phone's native Call Queue feature to achieve this workflow and outcome.

Pre-Req:

Must be a Zoom Phone Licensed user.

Each person "On Call" must have a Zoom Phone License

Workflow: 

1. Create a Zoom Phone Call Queue in the Zoom Portal

2. Route after-hours call to the On-Call call queue.

3. "On-Call" workers can opt-in or opt-out to take "on-call" calls with a simple toggle.

Outcome: 

Calls are routed to on-call personnel securely.

Simple, easy way to turn on/off.

Calls can be recorded and transcribed.

Calls are sent to Zoom Phone work number and not a personal cell phone.

Messages show the caller ID name and number of the caller and a transcription of the voice mail message if left.

SMS back and forth to patients securely from Zoom Phone Number,  not from a personal cell phone.

Call back from the company On-Call number - not a personal cell phone number.

Resources:

Link: Managing Zoom Call Queues 

As a professional constantly on the move, my work takes me to various client locations. Traveling is a significant part of my job, which keeps things exciting!

Despite being frequently on the road, I often rely on Zoom Meetings to connect with global teams. For instance, I might visit a client's headquarters in person, but the rest of the team would join us digitally from different corners of the world. This is where Nametags AI, developed by Warmly, becomes indispensable. It displays participants' names and details during our virtual meetings, which helps me engage more personally with each team member without having to awkwardly ask for names repeatedly or pretend to remember them.

Does anyone else have a favorite app that helps truly connect? 

Here is a link - it's on the app store. https://marketplace.zoom.us/apps/vkBX54brQ0-iiSGtEx33vg

I'm in healthcare/behavioral health.  We need our participants (clients) to sign off on a form acknowledging they presented for their service via telehealth.  I looked at the integration of docusign but that just pulls us out to send a docusign through a web-browse.  I don't know if there are any solutions that exist for this.  I would love to be able to get signatures in real time while in a session.