Level up your AI Companion Meeting Summaries with Zoom's Pre-built Custom Templates
As a Customer Success Manager, I often see users get excited about Zoom AI Companion's ability to summarize meetings—but many don't realize that we have a powerful feature that makes those summaries perfectly structured for common meeting types. Using these pre-built templates can instantly improve your workday. You can, - Boost clarity and accountability for everyone. If someone missed the meeting, they can instantly absorb the key takeaways. Using the Project Update template, for example, makes the risks and ownership immediately pop, ensuring accountability without anyone having to hunt through dense paragraphs.
I'm talking about Zoom AI Companion’s Pre-Built Meeting Summary Templates. While creating custom templates requires the separate custom AI Companion add-on, every user on Business, Business Plus, Enterprise, or Education accounts, can now leverage the excellent pre-built templates Zoom provides for free! It’s the easiest way to elevate your post-meeting follow-up.
Here's a look at the 9 pre-built templates to structure the AI Companion's output to match the intent and outcome of your meeting, ensuring key data doesn't get buried in a general summary.
- One on One: Great for coaching, check-ins, and performance reviews. The summary will capture what was discussed, how it impacts the employee's development, and—most importantly—who owns the next steps.
- Stand up: Ideal for those quick daily or weekly agile team huddles. The summary gives you a concise snapshot of the team's momentum, immediate challenges, and what everyone plans to tackle next. It's built for speed and clarity.
- Brainstorm: For when you're generating ideas, concepts, or solutions. It documents every idea generated and then immediately structures the resulting follow-up tasks. It seamlessly bridges the gap between raw thought and concrete execution.
- Project Update: Use this for status checks, milestone tracking, and risk reviews. The summary highlights current status, key milestones (achieved or missed), identified risks, and clearly assigns ownership for future tasks. It's your single source of truth.
- Discussion: For general, open-ended conversations or debates where the goal is sharing knowledge. You get the whole picture of the conversation, especially any points that need more thought later.
- Q&A: Perfect for town halls, webinars, or knowledge transfer sessions. The template it generates matches the questions directly to their official answers, giving you a comprehensive record of every inquiry and its resolution. It ensures clarity on what was settled and what needs follow-up.
- Customer Success: Dedicated to regular client check-ins and relationship reviews. The summary creates an organized record of the customer's status, performance metrics, service gaps, and all the necessary next actions to keep the relationship strong.
- User Feedback: Use when customers or internal users are providing input on a product. The template captures and categorizes all the problems, pain points, and suggested improvements, turning user comments directly into prioritized, actionable tasks for your product team.
- Lecture Summary: Best for formal training sessions, classes, or presentations. It creates an organized, educational record of the talk's substance and intended knowledge transfer, making it easy for attendees to review and grasp the key concepts.
- Say goodbye to post-meeting housekeeping and get your time back as it will eliminate the manual step of moving and reformatting text. Just select the correct template and it will provide a structured summery. You skip the cleanup entirely.
I’m excited to hear how these templates transform your meeting documentation. Feel free to share which built-in template are you most excited to try first, and what custom template ideas are you playing with? Let’s keep sharing those AI Companion tips!
For more information on using and managing these summary templates, please refer to the official Zoom Support Article.
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