Using My Notes

My Notes is a personal note-taking capability that lets you take notes during meetings, webinars, or phone calls and enhance them with a transcript. The notes you create are yours and aren't automatically shared with meeting or webinar hosts or participants.

My Notes is accessible in the Zoom Workplace desktop app, Zoom Workplace mobile app, Zoom Web App, and Zoom Rooms. Depending on the platform and meeting type, you can use My Notes for Zoom Meetings, Zoom Webinars, in-person meetings, and virtual meetings on third-party platforms.

To learn more about managing existing notes after they are created in My Notes, including finding, editing, sharing, organizing, generating summaries, managing mobile recordings, restoring, and deleting notes, see Managing My Notes.

Requirements for using My Notes


*Notes:

Limitations of using My Notes

Table of Contents

How to use My Notes

note icon

When using My Notes to transcribe a Zoom meeting or webinar using the out-of-meeting functionality, My Notes will treat the meeting or webinar audio the same as audio from a third-party app if the user joined the meeting or webinar from another device, joined without signing in, or signed in with a different Zoom account. Before you start transcribing, make sure you follow all applicable laws when transcribing conversations, which may include providing notice.

This also applies to Zoom Meeting SDK experiences hosted on third-party platforms. In these cases, the transcription uses the system and microphone audio on the device where My Notes is enabled, instead of the Zoom in-meeting transcript.

Start a note using My Notes

Windows | macOS

Whether for personal transcription or transcribing an in-person meeting, you can start a note directly from the Zoom Workplace desktop app, and enable My Notes to access your microphone and system audio for transcription.

Notes:

  1. Sign in to the Zoom Workplace desktop app.
  2. In the navigation bar, click the My Notes tab .
    Note: If you do not see the My Notes tab , click the More tab , then click My Notes .
  3. At the top-right, click the Create a new note icon to begin taking notes.
  4. (Optional) You can also click the Home tab in the navigation bar, then click My Notes .
  5. If a verification dialog appears, click Continue, then click Allow to grant Zoom access to your system audio, or click Skip for now.
    Notes:
    • If you click Skip for now, you will be unable to use audio transcription for My Notes.
    • If the Automatically detect voice activity to create My Notes feature is enabled and Zoom voice activity is not set to be ignored, the following will occur:
      • In your desktop, a Take notes notification will appear when voice activity is detected.
      • In the My Notes window, within the Transcript section, transcription will begin immediately when a new note is opened.
  6. (Optional) In the Manual notes field, at the bottom of the window, enter your notes.
    Your notes will be saved as you enter them.
  7. (Optional) At the top-right of the My Notes window, click the More icon to use the following options:
    • Add workflow to this note: Lets you attach a workflow automation to the note.
    • Copy link: Adds a link to the note to your clipboard.
    • View all notes: Opens My Notes in the Zoom Workplace desktop app and lets you directly access your previously generated notes.
    • Delete: Cancels the current note.
      Note: If transcription was used, deleting the current note will also delete the associated My Notes transcript.
  8. (Optional) In the Transcript section, click the Transcript settings icon :
    • Transcription language: Lets you choose the transcription language from the language selector.
    • Microphone settings: Lets you choose the microphone audio source.
  9. (Optional) In the Transcript section, click the Minimize icon to minimize the transcript or click the View full transcript icon to show the full Transcript panel.
    Note: If you choose to minimize the Transcript section, it will become a compact tab that lets you move it anywhere within the My Notes window, pause or resume the transcription, or expand it to restore the Transcript section to its original size.
  10. (Optional) If you're using My Notes transcription, click the Pause icon  to stop the transcription, then click the Resume icon  to continue the transcription.
  11. Once you're finished taking notes, click Done.
  12. When prompted for verification, click Complete to complete the note and end the transcription.
    Notes:
    • After you click Complete, you won't be able to resume the same note, but you can start a new note and transcription.
    • A No content available notification will appear if you're trying to save a note that has no content. You can click Save anyway to continue saving the blank note or click Delete to delete the note if you don't need it.
    • An Inactivity detected notification will appear if no activity is detected for five minutes. You can click Dismiss to exit the notification or click Delete to cancel the note.
Android | iOS

Note: In the Zoom Workplace mobile app, recording a note using My Notes captures audio and generates a transcript. Once the note is complete, the transcript is saved and the recording is deleted by default. To retain the recording, enable Auto-save recordings of non-Zoom meetings in My Notes on mobile. This saves the recording to your Cloud Recording storage, where it can be accessed later.

  1. Sign in to the Zoom Workplace mobile app.
  2. In the navigation bar, tap the My Notes tab .
    Note: If you do not see the My Notes tab , tap the More tab , then tap My Notes .
  3. Tap the plus icon to create a new note.
  4. (Optional) You can also tap the Home tab in the navigation bar, then tap My Notes .
  5. If Zoom does not have access to your microphone, a verification dialog will appear. Tap Settings and enable access to your device's microphone, or tap Start to begin using My Notes without transcription.
  6. If a verification dialog appears, tap Start.
    If you have allowed recording within the device settings, the My Notes window will open and begin transcribing. On the Transcript tab, the audio transcript will be displayed.
  7. (Optional) Tap the Manual notes tab to enter text manually.
    Your notes will be saved as you enter them.
  8. At the top of the My Notes window, tap the drop-down icon  for more options:
    • Name of your note: Tap to share the note with others.
    • Rename: Lets you update the name of the note.
    • Copy link: Adds a link to the note to your clipboard.
    • Transcription language: Lets you choose the language transcription from the language selector.
    • Delete: Cancels the note.
      Note: If transcription was used, deleting the note will also delete the associated transcript and recording.
  9. (Optional) If using transcription, tap the Pause icon  to stop the transcription, then tap the Resume icon  to continue the transcription.
  10. Once you're finished taking notes, tap Done.
  11. When prompted for verification, tap Complete to complete the note and end the transcription.
    Note: After you tap Complete, you won't be able to resume the same note, but you can start a new note and transcription.
    Once the note is complete, if Auto-save recordings of non-Zoom meetings in My Notes on mobile is enabled, the recording associated with the transcript will also be saved and can be managed in the Zoom web portal or Zoom Hub.

Notes:

Start a note during a Zoom meeting using My Notes

To create a note linked to your current meeting, open My Notes from the top of the Zoom meeting window. You can also choose to use transcription to enrich your note.

Note: My Notes is unavailable while a Zoom meeting is active on another device or Zoom platform using the same account. To use My Notes, transfer the meeting to your current device.

Windows | macOS
  1. Sign in to the Zoom Workplace desktop app.
  2. Start or join a Zoom meeting.
  3. At the top of the meeting window, click the My Notes icon .
  4. Click Start taking notes. Transcription will begin immediately if supported in the meeting.
    Note: Alternatively, at the top of the meeting window, click the Zoom AI icon to open the side panel, then click the Create a meeting note for me hero prompt to launch My Notes.
    The My Notes window will appear.
  5. In the Notes tab, enter your notes manually.
    Your notes will be saved as you enter them and linked to the current Zoom meeting.
  6. (Optional) In the Notes tab, click the More icon on the right to use the following options:
    • Add workflow to this note: Lets you attach a workflow automation to the note.
    • Copy link: Adds a link to the note to your clipboard.
    • Delete: Cancels the current note.
      Note: If transcription was used, deleting the current note will also delete the associated My Notes transcript.
    • View all notes: Opens My Notes in the Zoom Workplace desktop app and lets you directly access your previously generated notes.
  7. (Optional) If using transcription, click the Pause icon  to stop the transcription, then click the Resume icon  to continue the transcription.
  8. Once you're finished taking notes, click Done.
  9. When prompted for verification, click Complete to complete the note and end the transcription.
    The note will be saved, and the My Notes window will automatically close.
    Notes:
    • If the Allow Zoom AI to generate content in My Notes feature is enabled, AI will automatically enrich your notes if the meeting was transcribed and you've completed your note.
    • If the meeting ends before you complete your note, Zoom will automatically close your notes and save them.
    • If a note is empty after a meeting, My Notes will not automatically generate a summary, and you will need to manually click Generate to create a summary.
Android | iOS
  1. Sign in to the Zoom Workplace mobile app.
  2. Start or join a Zoom meeting.
  3. At the top of the meeting window, tap the My Notes icon .
  4. (Optional) Enable Auto-start My Notes for future meetings to have My Notes start automatically when joining meetings.
  5. Tap Start taking notes.
    Transcription will begin immediately if supported in the meeting.
    The My Notes window will appear.
  6. In the Manual notes tab, you can enter notes manually whether transcription is enabled or not.
    Your notes will be saved as you enter them and linked to the current Zoom meeting.
  7. At the top of the My Notes window, tap the drop-down icon to use the following options:
    • Name of your note: Tap to share the note with others.
    • Rename: Lets you update the name of the note.
    • Copy link: Adds a link to the note to your clipboard.
    • Transcription language: Lets you choose the language transcription from the language selector.
    • Settings: Lets you manage local settings for My Notes.
    • Delete: Cancels the note.
      Note: If transcription was used, deleting the note will also delete the associated transcript and recording.
  8. (Optional) If using transcription, tap the Pause icon  to stop the transcription, then tap the Resume icon  to continue the transcription.
  9. Once you're finished taking notes, tap Done.
  10. When prompted for verification, tap Complete to complete the note and end the transcription.
    Note: After you tap Complete, you won't be able to resume the same note, but you can start a new note and transcription.

Use My Notes with audio from a third-party app

You can use My Notes while using a third-party app or browser, such as Microsoft Teams, Slack, or Google Chrome, to capture your notes and transcribe audio using your Zoom Workplace desktop app. If automatic voice activity detection is enabled and voice activity from the third-party app or browser is not set to be ignored, a Take notes notification will appear when voice activity is detected so you can open My Notes and begin taking notes. To choose which apps or browsers will trigger a notification to start taking a new note when voice audio is detected, update your automatic voice activity detection preferences within the Zoom Workplace desktop app settings. Learn more about managing My Notes automatic voice activity detection.

warning icon
When using My Notes to transcribe audio from a third-party app or browser, using the out-of-meeting functionality for a Zoom meeting or webinar, and when using My Notes for the Zoom Meeting SDK experiences hosted on third-party platforms, the transcription uses the system and microphone audio on the device. Before you start transcribing, make sure you follow all applicable laws when transcribing conversations, which may include providing notice. Because My Notes uses the system and microphone audio, using the mute button in a third-party app or browser during a virtual meeting will not prevent My Notes from transcribing audio detected by the device microphone. Due to this, you must use the Pause icon in My Notes to pause or stop the transcription.
Windows | macOS
  1. Sign in to the Zoom Workplace desktop app.
  2. In the navigation bar, click the My Notes tab .
    Note: If you do not see the My Notes tab , click the More tab , then click My Notes .
  3. At the top-right, click the Create a new note icon to begin taking notes.
  4. (Optional) You can also click the Home tab in the navigation bar, then click My Notes .
  5. If a verification dialog appears, click Continue, then click Allow to grant Zoom access to your system audio, or click Skip for now.
    Note: If you click Skip for now, you will be unable to use audio transcription for My Notes.
  6. After the My Notes window opens, start or join a third-party meeting on your third-party app or browser.
    If the Automatically detect voice activity to create My Notes feature is enabled and the third-party app's or browser's voice activity is not set to be ignored, a Take notes desktop notification will appear when voice activity is detected.
  7. (Optional) Click Take notes to open the My Notes window and begin taking notes.
    Transcription will begin immediately when a new note is opened.
  8. (Optional) In the Notes tab, enter your notes manually.
    Your notes will be saved as you enter them.
  9. (Optional) In the My Notes window, click the More icon to use the following options:
    • Add workflow to this note: Lets you attach a workflow automation to the note.
    • Copy link: Adds a link to the note to your clipboard.
    • View all notes: Opens My Notes in the Zoom Workplace desktop app and lets you directly access your previously generated notes.
    • Delete: Cancels the current note.
      Note: If transcription was used, deleting the current note will also delete the associated My Notes transcript.
  10. (Optional) In the Transcript section, click the Transcript settings icon :
    • Transcription language: Lets you choose the transcription language from the language selector.
    • Microphone settings: Lets you choose the microphone audio source.
  11. (Optional) In the Transcript section, click the Minimize icon to minimize the transcript or click View full transcript to show the full Transcript panel.
    Note: If you choose to minimize the Transcript section, it will become a compact tab that lets you move it anywhere within the My Notes window, pause or resume the transcription, or expand it to restore to its original size.

  12. (Optional) If you're using My Notes transcription, click the Pause icon  to stop the transcription, then click the Resume icon  to continue the transcription.

  13. Once you're finished taking notes, click Done.
  14. When prompted for verification, click Complete to complete the note and end the transcription.
    Notes:
    • After you click Complete, you won't be able to resume the same note, but you can start a new note and transcription.
    • A No content available notification will appear if you're trying to save a note that has no content. You can click Save anyway to continue saving the blank note or click Delete to delete the note if you don't need it.
    • An Inactivity detected notification will appear if no activity is detected for five minutes. You can click Dismiss to exit the notification or click Delete to cancel the note.

How to know if My Notes is being used during a Zoom meeting

If the host has allowed participants to use My Notes with transcription during a Zoom meeting, any eligible participant who has the My Notes feature available and enabled can use it during the meeting. As a Zoom meeting participant, you can confirm if My Notes with transcription is active and being used when the My Notes icon is present and the Transcription icon is illuminated or glowing in the meeting notifications at the top-right corner of the meeting window.

How to request to stop My Notes transcription during a meeting

Send a request to stop My Notes transcription as a participant

While participants cannot request to stop the use of My Notes specifically, they can send requests to hosts or co-hosts to stop transcription during the meeting.

Windows | macOS
  1. Join a meeting on the Zoom Workplace desktop app.
  2. In the top-right corner of the meeting window, click the Transcription icon .
  3. Click Ask host to stop transcription.
Android | iOS
  1. Join a meeting on the Zoom Workplace mobile app.
  2. In the top-right corner of the meeting window, tap the Transcription icon .
  3. Tap Ask host to stop transcription.
Zoom Web App
  1. Join a meeting on the Zoom Web App.
  2. In the top-right corner of the meeting window, click the Transcription icon .
  3. Click Ask host to stop transcription.

Approve a participant's request to stop My Notes transcription as a host or co-host

As the host or co-host, you can approve or decline a participant's request to stop the transcription for My Notes.

Windows | macOS

As the host, you will receive the A participant has requested to turn off transcriptions in-meeting dialog.

  1. (Optional) Select the Delete all Zoom AI generated assets checkbox to delete the transcript.
  2. Click Stop transcription to stop transcription, or click Decline to continue to allow the use of transcription during the meeting.
    Note: If you click Stop transcription, all in-meeting features utilizing transcription will also be stopped, including Meeting summary, In-meeting questions, Smart recording, and more.
Android | iOS

As the host, you will receive the A participant has requested to turn off transcriptions in-meeting dialog.

  1. (Optional) Tap the Delete all Zoom AI generated assets checkbox to delete the transcript.
  2. Tap Stop transcription to stop transcription, or tap Decline to continue to allow the use of transcription during the meeting.
    Note: If you tap Stop transcription, transcription for My Notes and other in-meeting features utilizing transcription will also be stopped, including Meeting summary, In-meeting questions, and more.
Zoom Web App

As the host, you will receive the A participant has requested to turn off transcriptions in-meeting dialog.

  1. (Optional) Select the Delete all Zoom AI generated assets checkbox to delete the transcript.
  2. Click Stop transcription to stop transcription, or click Decline to continue to allow the use of transcription during the meeting.
    Note: If you click Stop transcription, all in-meeting features utilizing transcription will also be stopped, including Meeting summary, In-meeting questions, Smart recording, and more.

How to request or approve My Notes transcription access during a meeting

Request My Notes transcription access as a participant

If My Notes transcription is disabled or turned off in a meeting you've joined, you can send an access request to the host or co-host.

From the My Notes icon

  1. In the top-right corner of the meeting window, click the My Notes icon .
  2. In the My Notes panel that appears, click Send request.

From within the My Notes window

  1. Open My Notes during the meeting.
    If transcription requires host approval, a callout will appear at the top of your note with the option to send an access request to the host.
  2. In the callout note, click Send request to submit your request.

Approve or decline My Notes transcription access requests as a host or co-host

When a participant sends a transcription access request, a pop-up dialog will appear in the host's or co-host's meeting window showing the requesting participant's name. Click or tap Approve to grant the participant transcription access, or Decline to deny the request.

How to manage a participant's My Notes transcription as a Zoom meeting host

As the Zoom meeting host, you can see who is currently using My Notes transcription during a meeting, as well as end the use of My Notes transcription for individual participants or for all participants in the meeting from the Participants panel or the Transcription controls. You can also manage whether participants can use My Notes in meetings you host by updating your My Notes settings. Learn more about managing My Notes settings for Zoom meetings you host.

note icon
The meeting host must join the Zoom meeting to disable a My Notes transcription started by other meeting participants. Although the option to delete meeting assets applies to transcripts and summaries, it does not apply to My Notes transcripts that were completed by meeting participants before the meeting host deletes the meeting assets. Therefore, while participants will not be able to continue transcribing in My Notes, they will still retain what has been transcribed before the meeting host stopped the transcription.
 
Windows | macOS

Enable or disable My Notes transcription for an individual participant during a meeting

  1. Sign in to the Zoom Workplace desktop app.
  2. Start a meeting.
  3. Click Participants .
    In the Participants panel, any participant currently using My Notes will have the My Notes icon next to their display name.
  4. To the right of a participant's name, click the More options icon .
  5. (Optional) Click Stop transcribing in My Notes.
  6. (Optional) Click Allow transcribing in My Notes.

Enable or disable My Notes transcription for all participants during a meeting

  1. Sign in to the Zoom Workplace desktop app.
  2. Start a meeting.
  3. Click Host tools , select Advanced, then click My Notes.
  4. Click the Allow transcribing in My Notes toggle to enable or disable it.

Manage My Notes transcription from the Zoom AI icon during a meeting

  1. Sign in to the Zoom Workplace desktop app.
  2. Start a meeting.
  3. In the top-right corner of the meeting window, click the Zoom AI icon .
  4. Click Stop Zoom AI.
  5. (Optional) Select the Delete all Zoom AI generated assets checkbox to delete the transcript.
    Note: If participants have already completed their notes, they will still have a copy of the transcript up to the point at which the host stopped transcription.
  6. Click Stop Zoom AI to confirm the action.

Manage My Notes transcription from the Transcription icon during a meeting

  1. Sign in to the Zoom Workplace desktop app.
  2. Start a meeting.
  3. In the top right corner of the meeting window, click the Transcription icon .
  4. Click Stop transcription.
  5. (Optional) Select the Delete all Zoom AI generated assets checkbox to delete the transcript.
    Note: If participants have already completed their notes, they will still have a copy of the transcript up to the point at which the host stopped transcription.
  6. Click Stop transcription to confirm the action.
Android | iOS

Enable or disable My Notes transcription for an individual participant during a meeting

  1. Sign in to the Zoom Workplace mobile app.
  2. Start a meeting.
  3. In the meeting controls toolbar, tap the More icon .
  4. Tap Participants .
    In the participants list, any participant currently using My Notes will have the My Notes icon next to their display name.
  5. Tap a participant's name.
  6. (Optional) Tap Stop transcribing in My Notes.
  7. (Optional) Tap Allow transcribing in My Notes.

Enable or disable My Notes transcription for all participants during a meeting

  1. Sign in to the Zoom Workplace mobile app.
  2. Start a meeting.
  3. In the meeting controls toolbar, tap the More icon .
  4. Tap Host tools , then tap My Notes .
  5. (Optional) Tap the Allow participants to transcribe meetings with My Notes toggle to enable or disable it.
  6. To control which participants can access transcriptions during the meeting, set Participants access to either All participants or Only participants in your organization.
  7. (Optional) Tap the Allow participants to request transcribing the meeting with My Notes toggle to enable or disable it.

Manage My Notes transcription from the Zoom AI icon during a meeting

  1. Sign in to the Zoom Workplace mobile app.
  2. Start a meeting.
  3. In the top right corner of the meeting window, tap the the Zoom AI icon .
  4. Tap Stop Zoom AI.
  5. (Optional) Tap the Delete all Zoom AI generated assets toggle to delete the transcript.
    Note: If participants have already completed their notes, they will still have a copy of the transcript up to the point at which the host stopped transcription.
  6. Tap Stop Zoom AI to confirm the action.

Manage My Notes transcription from the Transcript icon during a meeting

  1. Sign in to the Zoom mobile mobile app.
  2. Start a meeting.
  3. In the meeting controls toolbar, tap the More icon , then tap Transcript .
  4. (Optional) In the Stop transcription? dialog, tap the Delete all Zoom AI generated assets checkbox to delete the transcript.
    Note: If participants have already completed their notes, they will still have a copy of the transcript up to the point at which the host stopped transcription.
  5. Tap Stop to confirm the action.
warning icon
When using My Notes to transcribe audio from a third-party platform, the transcription uses the system and microphone audio on the device. Before you start transcribing, make sure you follow all applicable laws when transcribing conversations, which may include providing notice.