Using My Notes

My Notes is a personal note-taking capability that lets you take notes during a meeting or webinar and enhance them with a transcript. The resulting notes are yours and are not automatically shared with the meeting or webinar host or other meeting or webinar participants. Accessible from the Zoom desktop app, you can use My Notes for Zoom Meetings, Zoom Webinars, in-person meetings, or virtual meetings on other platforms.

Requirements for using My Notes


*Note: Both the hosts and participants must be on client version 6.7.5 or higher (or 7.0.3 or higher if on mobile) to manage and make use of the full My Notes functionality while in a Zoom meeting, including turning off My Notes transcription for one or more participants. Users on versions lower than 6.7.5 (or 7.0.3 if on mobile) may not be able to manage My Notes usage or utilize transcription and other My Notes capabilities.

Limitations for using My Notes

Table of Contents

How to use My Notes

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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 in the Zoom Workplace app using My Notes

Windows | macOS

Whether for personal transcription or transcribing an in-person meeting, you can start a note directly from the Zoom desktop app, and enable My Notes to access your microphone and system audio for transcription. If you have enabled automatic microphone activity detection, configured your settings so that Zoom voice activity will not be ignored, and have your Zoom desktop app open, a Take notes notification will appear when Zoom detects activity from your microphone so you can open My Notes. To choose whether voice activity can automatically surface a notification, update your automatic voice activity detection preferences in the Zoom desktop app settings. Learn more about managing My Notes automatic voice activity detection.

  1. Sign in to the Zoom desktop app.
  2. Click the Home tab .
    Note: If you do not see the Home tab, click the More tab , then the Home tab .
  3. Click My Notes  .
  4. If a verification dialog appears, click Continue, then 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.  
  5. Click Take notes to open My Notes and begin taking notes.
    Note: If automatic voice activity detection is enabled and Zoom voice activity is not set to be ignored, a Take notes notification will appear when voice activity is detected, and transcription will begin immediately when a new note is opened.
  6. Enter notes in the My Notes editor.
    Your notes will be saved as you type.
  7. (Optional) In the My Notes editor, click the more icon  and do the following:
    • Click Copy link to add a link to this note to your clipboard.
    • Click Delete, then Delete to cancel the note. If transcription was used, deleting this note will also delete the transcript. 
    • Click View other notes to access your previously generated notes.
  8. (Optional) If using transcription, click the pause icon to stop the transcription, then click the play icon  or Resume to continue transcription.
  9. Once finished taking notes, click Done. 
  10. When prompted for verification, click Done to complete the note and end transcription.
    Note: After you click Done, you cannot resume the same note. You can start a new note and transcription.  
Android | iOS

When using My Notes in the Zoom Workplace mobile app, recording a note captures audio and generates a transcript. By default, once a note has been completed, the transcript will be saved and the recording deleted. However, if Auto-save recordings of non-Zoom meetings in My Notes on mobile is enabled, then the recording will be saved to your Cloud Recording storage, and can be accessed later. 

  1. Sign in to the Zoom mobile app.

  2. Tap the Home tab .
    Note: If you do not see the Home tab, tap the More tab, then tap Home.
  3. Tap My Notes   .
  4. 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. 
  5. If a verification dialog appears, tap Start.
    If you have allowed recording within the device settings, the notes window will open and begin transcribing. On the Transcript tab, the audio transcript will be displayed.
  6. (Optional) Tap the Manual notes tab to enter any additional text.
    Your notes will be saved as you type.
  7. At the top of the window, tap the Dropdown icon  for more options:
    • Tap Rename to update the name of the notes.
    • Tap Copy link to add a link to this note to your clipboard.
    • Tap Transcription language to change the language for the transcript. 
    • Tap Settings to manage local settings for My Notes.
    • Tap Delete to cancel the note.
      Note: If transcription was used, deleting this note will also delete the transcript and recording. 
  8. (Optional) If using transcription, tap the Pause icon  to stop the transcription, then tap the Play icon   or Resume to continue transcription.
  9. Once finished taking notes, tap Done. 
  10. When prompted for verification, tap Complete to complete the note and end transcription.
    Note: After you tap Done, you cannot resume the same note. 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 within the Zoom web portal or Hub.

Additional notes:

Start a note during a Zoom meeting using My Notes

You can open My Notes from the top of the Zoom meeting window to capture notes linked to the current meeting, and optionally use transcription to enrich them.

Windows | macOS
  1. Sign in to the Zoom 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 AI Companion icon  to open the side panel, then click the Create a meeting note me hero prompt to launch My Notes.
  5. Enter notes in the My Notes editor. Your notes will be saved as you type and linked to the current Zoom meeting.
  6. (Optional) In the My Notes editor, click the more icon and do the following:
    • Click Copy link to add a link to this note to your clipboard.
    • Click Delete, then Delete to cancel the note and remove the transcription.
    • Click View other notes to access your previously generated notes.
  7. (Optional) If using transcription, click the pause icon to stop the transcription, then click the play icon or Resume to continue the transcription.
  8. Once finished taking notes, click Done.
  9. When prompted for verification, click Done to complete the note and end transcription.
    The note will be saved, and the My Notes window will automatically close. If Generate and enrich contents with AI Companion is enabled, once you click Done, AI Companion will automatically enrich your notes if the meeting was transcribed.
    Notes:
    • If the meeting ends before you click Done, 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 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. 
  6. Enter notes in the My Notes editor. Your notes will be saved as you type and linked to the current Zoom meeting.
    Note: If transcription is enabled, tap the Manual notes tab to enter any additional notes or text.
    Your notes will be saved as you type.
  7. At the top of the notes window, tap the Dropdown icon  for more options:
    • Tap Rename to update the name of the notes.
    • Tap Copy link to add a link to this note to your clipboard.
    • Tap Transcription language to change the language for the transcript. 
    • Tap Settings to manage local settings for My Notes.
    • Tap Delete to cancel the note.
      Note: If transcription was used, deleting this note will also delete the transcript. 
  8. (Optional) If using transcription, tap the Pause icon  to stop the transcription, then tap the Play icon   or Resume to continue transcription.
  9. Once finished taking notes, tap Done.
  10. When prompted for verification, tap Complete to complete the note and end transcription.
    Note: After you tap Done, you cannot resume the same note. 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 desktop client. 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 Note 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 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.

To use My Notes with a third-party app or browser:

  1. Sign in to the Zoom desktop app.
  2. Click the Home tab .
    Note: If you do not see the Home tab, click the More tab , then the Home tab .
  3. Click My Notes .
  4. If a verification dialog appears, click Continue, then Allow to grant Zoom access to your system audio, or click Skip for now.
  5. Start or join a third-party meeting.
  6. (Optional) If automatic voice activity detection is enabled and the third-party app’s or browser’s voice activity is not set to be ignored, a Take notes notification will appear when voice activity is detected.
    Click Take notes to open My Notes and begin taking notes. Transcription will begin immediately when a new note is opened.
  7. Enter notes in the My Notes editor. Your notes will be saved as you type.
  8. (Optional) In the My Notes editor, click the more icon  , and do the following:
  9. (Optional) Click the pause icon to stop the transcription, then click the play icon or Resume to continue transcription.
  10. Click Done.
  11. When prompted for verification, click Done to complete the note and end transcription.
    Note: After you click Done, you cannot resume the same note. You can start a new note and transcription.

How to access notes generated with My Notes 

Once a note has been generated, you can easily go back and make any necessary changes or edits. Access your My Notes through Zoom Hub or Zoom Canvas, and choose how you would like to make changes utilizing the editing tools available in Canvas, enrich My Notes with AI Companion (available if transcripts were enabled while taking notes with My Notes), or share the notes with other users.

Access notes generated with My Notes

Windows | macOS
  1. Sign in to the Zoom desktop app.
  2. Click either the Hub  or the Canvas  tab.
    Note: If you do not see a tab, click the More tab , then click Hub or Canvas.
  3. In the navigation menu, click My Notes .
  4. Find and click the name of the desired note.
Android | iOS
  1. Sign in to the Zoom mobile app.
  2. Tap either the Hub  or the Canvas  tab.
    Note: If you do not see a tab, tap the More tab , then tap Hub or Canvas.
  3. In the navigation menu, tap My Notes.
  4. Find and click the name of the desired note.
Web
  1. Sign in to the Zoom web portal.
  2. In the top-right corner, click the Zoom Products icon .
  3. In the Zoom Products menu, click either Hub  or Canvas .
    Hub     or Canvas will open in a new browser tab.
  4. In the navigation menu, click My Notes.
  5. Find and click the name of the desired note.

Access notes generated with My Notes for a specific Zoom meeting

After a Zoom meeting concludes, you can easily access and reopen any notes you generated with My Notes and linked to that particular meeting session. You only have access to the notes you took, not the notes taken by others, unless shared by the notetaker.

Windows | macOS
  1. Sign in to the Zoom desktop app.
  2. Click either the Hub  or the Canvas  tab.
    Note: If you do not see a tab, click the More tab , then click Hub or Canvas.
  3. In the navigation menu, click Meetings.
  4. Find and click the desired meeting.
  5. Click on the name of the note to view the note. 
Android | iOS
  1. Sign in to the Zoom mobile app.
  2. Tap either the Hub  or the Canvas  tab.
    Note: If you do not see a tab, tap the More tab , then tap Hub or Canvas.
  3. In the navigation menu, tap Meetings.
  4. Find and click the desired meeting.
  5. Tap on the name of the note to view the note. 
Web
  1. Sign in to the Zoom web portal.
  2. In the top-right corner, click the Zoom Products icon .
  3. In the Zoom Products menu, click either Hub  or Canvas .
    Hub     or Canvas will open in a new browser tab.
  4. In the navigation menu, click Meetings.
  5. Find and click the desired meeting.
  6. Click on the name of the note to view the note. 

How to enrich notes with transcripts

For users who have enabled transcripts for use with My Notes, My Notes can be enriched by AI Companion using the available transcript, either automatically after you finish a note or manually when you select the note and click Generate. In addition to enrichment, you can prompt AI Companion to refine the note further using standard AI Companion prompts.

Windows | macOS
  1. Sign in to the Zoom desktop app.
  2. Click either the Hub  or the Canvas  tab.
    Note: If you do not see a tab, More tab , then click Hub or Canvas.
  3. Click My Notes .
  4. Click on the name of the desired note to open it. 
  5. At the bottom of the page, click Enrich notes to update your note using the available transcript.
    Additional details from the transcript will be added in regular text, and citations will show which transcript segments were used.
  6. (Optional) You can modify the generated notes by changing the Template or the desired Note length, then clicking Regenerate.
Android | iOS
  1. Sign in to the Zoom mobile app.
  2. Tap either the Hub  or the Canvas  tab.
    Note: If you do not see a tab, tap the More tab , then tap Hub or Canvas.
  3. In the navigation menu, tap My Notes.
  4. Tap on the name of the desired note to open it. 
  5. At the bottom of the page, tap Generate to update your note using the available transcript and/or recording.
    Additional details from the transcript and/or recording will be added in regular text, and citations will show which transcript segments were used. 
  6. (Optional) You can modify the generated notes by changing the Template or the desired Note length, then tapping Regenerate.
Web
  1. Sign in to the Zoom web portal.
  2. In the top-right corner, click the Zoom Products icon .
  3. In the Zoom Products menu, click either Hub  or Canvas .
    Hub     or Canvas will open in a new browser tab.
  4. Click My Notes.
  5. Click on the name of the desired note to open it. 
  6. At the bottom of the page, click Enrich notes to update your note using the available transcript.
    Additional details from the transcript will be added in regular text, and citations will show which transcript segments were used. 
  7. (Optional) You can modify the generated notes by changing the Template or the desired Note length, then clicking Regenerate.

How to manage mobile recordings for My Notes

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Recordings will not be generated when users on mobile devices use My Notes during Zoom Meetings.

If Auto-save recordings of non-Zoom meetings in My Notes on mobile has been enabled, once a note has been recorded and transcribed on a mobile device, the recording will be saved and viewed at a later date. To manage a My Notes mobile recording:

  1. Sign in to the Zoom web portal.
  2. In the navigation menu, click Recording & Transcripts.
  3. Click the My Notes recordings tab.
    You will see a list of recordings created with My Notes.
  4. (Optional) Search recordings by the note’s name and/or filter by the recording date.
  5. Click the desired recording.
  6. Once on the recording’s information page, you can play the recording, as well as Download, Delete, or Share the recording.

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

If the host has allowed participants to transcribe Zoom meetings with My Notes, any meeting participants who have the My Notes feature available and enabled can use it for the current meeting. As a participant in a Zoom meeting, you will know if My Notes with transcription is being used if the My Notes icon and the Transcription icon are on in the meeting notifications in the top right corner of the meeting window. 

Windows | macOS

While participants can not request to stop the use of My Notes specifically, they can request to stop Transcription during the meeting:

  1. Join a meeting on the Zoom desktop app.
  2. At the top of the meeting panel, click the Transcription icon .
  3. Click Ask host to stop transcription.

As the host, if a participant requests to stop transcription for My Notes:

  1. As the host, you will receive the message “A participant has requested to turn off transcriptions”. 
  2. (Optional) Select the Delete all AI Companion generated assets checkbox to delete the transcript.
  3. 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 Transcriptions, all in-meeting features utilizing transcription will also be stopped (Meeting summary, In-meeting questions, Smart recording, etc.)
Android | iOS

While participants cannot request to stop the use of My Notes specifically on the Zoom mobile app, they can request to stop Transcription during a Zoom meeting:

  1. Join a meeting on the Zoom mobile app.
  2. At the top of the meeting panel, tap the Transcription icon .
  3. Tap Ask host to stop transcription.

As the host, if a participant requests to stop transcription for My Notes:

  1. As the host, you will receive the message “A participant has requested to turn off transcriptions”. 
  2. (Optional) Select the Delete all AI Companion generated assets checkbox to delete the transcript.
  3. 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 (Meeting summary, In-meeting questions).

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.

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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

Manage My Notes transcription from the Participants panel

  1. Sign in to the Zoom desktop app.
  2. Start a meeting.
  3. Click Participants   in the host controls to open the Participants panel.
  4. (Optional) Click the drop-down menu located at the top-left corner and click Pop Out to separate the Participants panel from the meeting window.
    In the participants list, any participant currently utilizing My Notes will have the My Notes icon next to their display name
  5. Hover over a participant and click More, and the following options will appear:
    • Stop notes transcription: Ends transcription for that specific participant.
    • Stop all notes transcriptions: End transcription for all participants. 

Manage My Notes transcription from the host tools

  1. Sign in to the Zoom desktop app.
  2. Start a meeting.
  3. Click Host tools , then click Participants. 
  4. Under Allow all participants to, click the Transcribe in My Notes toggle to enable or disable it.

Manage My Notes transcription from the AI Companion icon

  1. Sign in to the Zoom desktop app.
  2. Start a meeting.
  3. In the top right corner of the meeting window, click the AI Companion icon .
  4. Click Stop AI companion features.
    (Optional) Select the Delete all AI Companion 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. Click Stop AI Companion.

Manage My Notes transcription from the Transcription icon

  1. Sign in to the Zoom 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 AI Companion 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.
Android | iOS

Manage My Notes transcription for an individual participant

  1. Sign in to the Zoom 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 utilizing My Notes will have the My Notes icon next to their display name. 
  5. Tap a participant's name.
  6. Tap Stop transcribing in My Notes. 

Manage My Notes transcription for all participants

  1. Sign in to the Zoom mobile app.
  2. Start a meeting.
  3. In the meeting controls toolbar, tap the More icon .
  4. Tap Host tools .
  5. Tap Participants, then tap the Allow everyone to use the meeting transcript with My Notes toggle to enable or disable it.
warning icon
When using My notes to transcribe audio from a third-party app, 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.