- How to Take Meeting Notes in Zoom Automatically<\/a>
- 1. Enable AI Companion access<\/a><\/li>
- 2. Toggle on meeting summary and notes<\/a><\/li>
- 3. Start your Zoom meeting and activate AI Companion<\/a><\/li>
- 4. Access and review notes during (or after) the meeting<\/a><\/li>
- 5. Edit and share the final notes<\/a><\/li><\/ul><\/li>
- Limitations of Using Zoom for Meetings<\/a><\/li>
- Take Meeting Notes Effectively with ClickUp<\/a>
- Capture every meeting detail with ClickUp\u2019s AI Notetaker<\/a><\/li>
- Use ClickUp Docs to take comprehensive, well-formatted notes\u00a0<\/a><\/li>
- Power-up the note-taking process with ClickUp Brain<\/a><\/li>
- Get a headstart with ClickUp\u2019s meeting templates<\/a><\/li>
- Integrate ClickUp with Zoom and other tools for maximum efficiency<\/a><\/li><\/ul><\/li>
- Take Your Notes the Smartest Way with ClickUp!<\/a><\/li><\/ul>\n\t\t\t<\/div>\n\t\t<\/div><\/div>\n\n
\n\u23f060-Second Summary<\/h2>\n\n\n\n
Zoom Notes uses AI to transcribe meetings, capture key points, and highlight action items so you stay organized<\/p>\n\n\n\n
To activate it:<\/p>\n\n\n\n
- \n
- Turn on AI Companion in your Zoom settings<\/li>\n\n\n\n
- Enable Meeting Summary and Notes, adjusting permissions as needed<\/li>\n\n\n\n
- Start your Zoom meeting and click AI Companion in the bottom panel<\/li>\n\n\n\n
- Review notes in real time or find them later in Recorded or Previous Meetings<\/li>\n\n\n\n
- Edit and share notes with your team<\/li>\n<\/ul>\n\n\n\n
Limitations of Zoom Notes: <\/strong>Limited formatting, collaboration, offline access, integrations, and note retention<\/p>\n\n\n\n
How ClickUp<\/a> can help:\u00a0<\/p>\n\n\n\n
- \n
- Offers meeting templates and Zoom integration for a smoother workflow<\/li>\n\n\n\n
- Joins meetings, records conversations, and creates structured, editable notes<\/li>\n\n\n\n
- Uses ClickUp Docs for rich formatting and real-time collaboration<\/li>\n\n\n\n
- Summarizes long ClickUp Chat discussions automatically<\/li>\n\n\n\n
- Works with ClickUp Brain to set deadlines, assign members, and send notifications<\/li>\n\n\n\n
- Offers meeting templates and Zoom integration for a smoother workflow<\/li>\n<\/ul>\n\n\n\nTry ClickUp For Free<\/a><\/div>\n\n\n<\/div>\n\n\n
How to Take Meeting Notes in Zoom Automatically<\/h2>\n\n\n
\n![\"Zoom](\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/03\/Zoom-Dashboard-1400x875.png\")
via Zoom<\/a><\/figcaption><\/figure><\/div>\n\n\n Zoom Notes<\/a> makes it easy to jot down ideas, track action items, and keep meeting minutes without switching tabs<\/p>\n\n\n\n
If the host has enabled \u2018Notes\u2019<\/em> in the meeting controls, you can access<\/span> a shared text editor where everyone can type in real time.<\/p>\n\n\n\n
Need to highlight something important? Format your text with bold, italics, or lists. You don’t need to hit \u2018Save\u2019 because Zoom does it automatically. <\/p>\n\n\n\n
Once the meeting\u2019s over, your notes stay put. Download it as a text file or share them via email to keep everyone on the same page. <\/p>\n\n\n
\n\ud83d\udca1Pro Tip:<\/strong> Save yourself the trouble of jotting everything down by using video transcripts. Just turn on Live Transcripts<\/strong> in Zoom by clicking the button next to Record<\/strong>. This adds subtitles for all speakers, making it easy to pull key details later. When it\u2019s time to write your notes, you\u2019ll have everything right in front of you.<\/p>\n\n\n<\/div>\n\n\n
But if you\u2019re looking for more than just basic notes, Zoom\u2019s AI Companion has your back. It can generate summaries, track action items, and even let you embed media. Here\u2019s how to use it to take meeting notes automatically:<\/p>\n\n\n\n
1. Enable AI Companion access<\/h3>\n\n\n
\n![\"1.](\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/03\/Zoom-Dashboard-1.png\")
<\/figure><\/div>\n\n\nBefore you start, make sure the AI Companion is turned on. If you’re part of an organization, your Zoom account admin probably controls this. If you have a personal account, check if your Zoom plan includes it.<\/p>\n\n\n\n
Once it\u2019s enabled, open Zoom, click your profile picture, head to Settings > AI Companion<\/strong>, and flip the switch.<\/p>\n\n\n
\n\ud83d\udca1 Pro Tip:<\/strong> Zoom\u2019s AI Companion can also summarize long threads of messages from your Zoom chat window, saving you hours of reading them to understand the whole thing.<\/p>\n\n\n<\/div>\n\n\n
2. Toggle on meeting summary and notes<\/h3>\n\n\n
\n![\"2.](\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/03\/2.-Toggle-on-meeting-summary-and-notes-1400x876.png\")
<\/figure><\/div>\n\n\nNow, head to the AI Companion settings and toggle on Meeting Summary<\/strong> or Meeting Notes<\/strong>\u2014this tells Zoom to start taking notes while you talk.<\/p>\n\n\n\n
If you don\u2019t want to enable this for every meeting manually, set it to auto-start<\/strong> for recurring calls through the Zoom web portal. For more sensitive discussions, like one-on-ones, you can adjust settings to prevent AI from generating summaries.<\/p>\n\n\n
\nHere\u2019s a <\/strong>Zoom tip<\/strong><\/a> for you: <\/strong>Add pronouns to your Zoom profile, and AI Companion will use them when mentioning you in summaries.<\/p>\n\n\n<\/div>\n\n\n
3. Start your Zoom meeting and activate AI Companion<\/h3>\n\n\n
\n![\"3.](\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/03\/3.-Start-your-Zoom-meeting-and-activate-AI-Companion-1400x753.png\")
<\/figure><\/div>\n\n\nLaunch your next meeting as you normally would. You can schedule it<\/a> ahead of time or start one right away. Make sure you have upgraded to the latest version of Zoom to use all AI Companion features.<\/p>\n\n\n\n
During your meeting, find the AI Companion button in the toolbar where you see mute, video, and share screen options. Click it to open the AI Companion panel.<\/p>\n\n\n\n
4. Access and review notes during (or after) the meeting<\/h3>\n\n\n
\n![\"4.](\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/03\/4.-Access-and-review-notes-during-or-after-the-meeting.png\")
<\/figure><\/div>\n\n\nAI Companion updates your notes live during the meeting, but you can also check them later when you need a refresher. You\u2019ll find them in:<\/p>\n\n\n\n
- \n
- Your email<\/strong> (if you\u2019ve enabled automatic summaries)<\/li>\n\n\n\n
- The Zoom web portal<\/strong><\/li>\n\n\n\n
- The Recorded Meetings<\/strong> section in the Zoom app<\/li>\n\n\n\n
- The Previous Meetings<\/strong> tab<\/li>\n<\/ul>\n\n\n\n
5. Edit and share the final notes<\/h3>\n\n\n\n
Once the meeting\u2019s over, open the notes, skim through them, make any necessary tweaks, and share them with your team. You can do this within Zoom or export them for further editing elsewhere.<\/p>\n\n\n\n
Limitations of Using Zoom for Meetings<\/h2>\n\n\n\n
Once you start using Zoom\u2019s AI Companion, you\u2019ll notice it\u2019s a little\u2026 well, limited. Here\u2019s where it falls short:<\/p>\n\n\n\n
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- Plain text only:<\/strong> No tables, images, or code blocks; just basic formatting. If you’re used to detailed project plans or code snippets, Zoom Notes will feel a bit like writing on a napkin<\/li>\n<\/ul>\n\n\n\n
- \n
- No offline access:<\/strong> If you’re offline, so are your notes. Unlike other apps that work without the internet, Zoom keeps everything locked away until you\u2019re back online<\/li>\n<\/ul>\n\n\n\n
- \n
- Notes don\u2019t last forever:<\/strong> Zoom might delete them after 30 to 180 days depending on your plan. If you don\u2019t save them elsewhere, they could disappear before you even realize i<\/li>\n<\/ul>\n\n\n\n
- \n
- Limited collaboration:<\/strong> You can edit notes live, but once the meeting ends, that\u2019s it\u2014no comments, version history, or tracking changes. Not ideal if your team works across time zones<\/li>\n<\/ul>\n\n\n\n
- \n
- No integrations:<\/strong> Want to send action items straight to your task manager? You\u2019ll have to copy-paste everything manually, which isn\u2019t exactly foolproof<\/li>\n<\/ul>\n\n\n\n
\ud83d\udcee ClickUp Insight:<\/strong> ClickUp found that 47% of meetings last an hour or more. But is all that time truly necessary? The reason for our skepticism? Only 12% of our respondents rate their meetings as highly effective.<\/em><\/p>\n\n\n\n
Tracking metrics like action items generated, follow-through rates, and outcomes can reveal whether longer meetings truly deliver value.<\/p>\n\n\n\n
ClickUp’s meeting management tools can help here! Easily capture action items during discussions with AI Notetaker<\/a>, convert them into trackable tasks, and monitor completion rates\u2014all in one unified workspace. See which meetings actually drive results and which ones are just stealing time from your team’s day!<\/p>\n\n\n\n
- No integrations:<\/strong> Want to send action items straight to your task manager? You\u2019ll have to copy-paste everything manually, which isn\u2019t exactly foolproof<\/li>\n<\/ul>\n\n\n
- Limited collaboration:<\/strong> You can edit notes live, but once the meeting ends, that\u2019s it\u2014no comments, version history, or tracking changes. Not ideal if your team works across time zones<\/li>\n<\/ul>\n\n\n\n
- Notes don\u2019t last forever:<\/strong> Zoom might delete them after 30 to 180 days depending on your plan. If you don\u2019t save them elsewhere, they could disappear before you even realize i<\/li>\n<\/ul>\n\n\n\n
- No offline access:<\/strong> If you’re offline, so are your notes. Unlike other apps that work without the internet, Zoom keeps everything locked away until you\u2019re back online<\/li>\n<\/ul>\n\n\n\n
- The Zoom web portal<\/strong><\/li>\n\n\n\n
- Your email<\/strong> (if you\u2019ve enabled automatic summaries)<\/li>\n\n\n\n
- Use ClickUp Docs to take comprehensive, well-formatted notes\u00a0<\/a><\/li>
- 2. Toggle on meeting summary and notes<\/a><\/li>
- 1. Enable AI Companion access<\/a><\/li>
![\"Clickup](\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/03\/Clickup-AI-2-1400x683.png\")