Account owners and admins can enable or disable My Notes in the Zoom web portal. They can also configure related settings, including transcription, auto-start, AI-generated content, participant permissions, transcript access, notifications, retention policies, and more. Unless an account owner or admin has locked a setting, users can also manage their personal My Notes settings in the Zoom web portal.
The Zoom Workplace desktop app includes a setting for desktop notifications that prompt users to start My Notes when voice activity is detected. In addition, both the Zoom Workplace desktop and mobile apps allow users to control whether My Notes opens automatically when joining Zoom meetings and webinars or Zoom Phone calls. These auto-start settings can be managed directly within the Zoom Workplace desktop and mobile apps and automatically sync with the corresponding settings in the Zoom web portal.
Enable or disable the My Notes feature for the entire account
This setting allows account owners or admins to enable or disable the My Notes feature for all users in the account.
Sign in to the Zoom web portal as an admin with the privilege to edit account settings.
In the top-right corner, click your profile picture or initials, then click Admin Center.
In the side menu, click Settings .
Click Notes.
Under My Notes, click the Enable My Notes toggle to enable or disable it.
If a verification dialog appears, click Enable or Disable to verify the change.
(Optional) If Enable My Notes is enabled at the account level, you can configure the following settings under General:
Allow users in your account to transcribe meetings with My Notes: Enables or disables the ability for users in the account to use My Notes transcriptions using system and microphone audio, allowing notes to be enhanced with transcript-based content. When enabled, you can select the following checkboxes:
Zoom meetings and webinars: Allows users in the account to use My Notes transcriptions using system and microphone audio for Zoom meetings and webinars.
Other meetings: Allows users in the account to use My Notes transcriptions for non-Zoom or third-party meetings. Select from the following options:
In-person and online meetings (e.g. Teams, Google Meet): Allows users in the account to use My Notes transcriptions for in-person and third-party meetings, including Microsoft Teams and Google Meet. Note: Microphone and system audio are captured when available. Mobile devices do not support system audio capture.
In-person meetings: Allows users in the account to use My Notes transcriptions for in-person meetings. Note: Only microphone audio is captured; system audio is not captured.
Allow users in your account to transcribe Zoom Phone calls with My Notes: Enables or disables the ability for users in the account to use My Notes transcriptions for Zoom Phone calls.
Auto-start My Notes for users in your account: Automatically starts My Notes when users in the account join supported sessions. Select from the following options:
When they join Zoom meetings and webinars: Automatically starts My Notes when users in the account join Zoom meetings and webinars.
When they join Zoom phone calls: Automatically starts My Notes when users in the account join Zoom Phone calls.
Allow users to create and manage workflows: Allows users in the account to create, manage, and publish automated workflows. To enable this feature, select one of the following options and click Save:
Everyone in this organization: Allows all users in the organization to create and manage workflows.
Admin only: Restricts workflow creation and management to admins only.
(Optional) If Enable My Notes is enabled at the account level, you can configure the following setting under Zoom AI for My Notes:
Allow Zoom AI to generate content in My Notes: Enables or disables Zoom AI's ability to automatically generate note content from My Notes transcripts. When enabled, users in the account can expand or regenerate note content and use the instant translation feature in My Notes. Enabling this feature makes the following checkboxes available:
Auto-generate summary when note is completed: Automatically generates a summary when a note is finished. Note: Selecting this option makes Auto-send summary emails when note summaries are generated checkbox below available.
Auto-send summary emails when note summaries are generated: Automatically sends the generated note summary through email.
(Optional) Under My Notes in meeting, you can configure the following settings:
Allow participants to transcribe meetings with My Notes: Enables or disables the ability for meeting participants to use My Notes transcription in Zoom meetings. Hosts, co-hosts, and alternative hosts are not affected by this setting. To enable this feature, select one of the following options and click Save:
Only participants in your organization: Allows only internal participants within your organization to use My Notes transcription.
All participants: Allows all meeting participants to use My Notes transcription, including external participants from outside your organization.
Allow panelists and attendees to transcribe webinars with My Notes: Enables or disables the ability for panelists and attendees to use My Notes to transcribe webinars.
(Optional) Under My Notes and transcript access, configure the following settings:
Who can access your account's notes:
Only users in your account: Allows only users within your account to access notes.
Users in your account and outside your account: Allows users both inside and outside your account to access notes.
Allow users to view notes transcripts: Enables or disables the ability for users in the account to view My Notes transcripts. When disabled, users cannot view My Notes transcripts. However, My Notes transcripts remain available for AI features such as generating summaries or answering questions. This setting applies to My Notes transcripts from meetings hosted in your account. Note: To configure copy and download permissions for My Notes transcripts, select or deselect the Allow users to copy and download notes transcripts checkbox.
Allow users to share notes transcripts: Enables or disables the ability for users in the account to share notes transcripts. Note: This setting applies to My Notes transcripts from meetings hosted in your account.
(Optional) If Enable My Notes is enabled at the account level, you can configure the following settings under Notification:
Enable desktop notifications for My Notes: Enables or disables the ability for users in the account to receive desktop reminders to start taking notes when their microphone turns on in the apps you select from the list:
Zoom
Chrome
Discord
WhatsApp
Safari
Firefox
Microsoft Teams
WebEx
Slack
FaceTime
Microsoft Edge
Enable email notifications for My Notes: Enables or disables the ability for users in the account to receive email notifications about My Notes activity and content.
(Optional) To prevent all users in your account from changing these settings, click the lock icon , and then click Lock to confirm the setting.
Enable or disable the My Notes feature for a group of users
This setting allows account owners or admins to enable or disable the My Notes feature for a specific group of users. Changes apply only to users in the selected group.
Sign in to the Zoom web portal as an admin with the privilege to edit groups.
In the top-right corner, click your profile picture or initials, then click Admin Center.
In the side menu, click Users .
Click Groups.
Click the applicable group name from the list.
In the General configuration section, click Edit product settings.
Click the My Notes tab.
Under My Notes, click the Enable My Notes toggle to enable or disable it.
If a verification dialog appears, click Enable or Disable to verify the change.
(Optional) If Enable My Notes is enabled, you can configure the following settings under General:
Allow users in your account to transcribe meetings with My Notes: Enables or disables the ability for users in the group to use My Notes transcriptions using system and microphone audio, allowing notes to be enhanced with transcript-based content. When enabled, you can select the following checkboxes:
Zoom meetings and webinars: Allows users in the group to use My Notes transcriptions using system and microphone audio for Zoom meetings and webinars.
Other meetings: Allows users in the group to use My Notes transcriptions for non-Zoom or third-party meetings. Select from the following options:
In-person and online meetings (e.g. Teams, Google Meet): Allows users in the group to use My Notes transcriptions for in-person and third-party meetings, including Microsoft Teams and Google Meet. Note: Microphone and system audio are captured when available. Mobile devices do not support system audio capture.
In-person meetings: Allows users in the group to use My Notes transcriptions for in-person meetings. Note: Only microphone audio is captured; system audio is not captured.
Allow users in your account to transcribe Zoom Phone calls with My Notes: Enables or disables the ability for users in the group to use My Notes transcriptions for Zoom Phone calls.
Auto-start My Notes for users in this group: Automatically starts My Notes when users in the group join supported sessions. Select from the following options:
When they join Zoom meetings and webinars: Automatically starts My Notes when users in the group join Zoom meetings and webinars.
When they join Zoom phone calls: Automatically starts My Notes when users in the group join Zoom Phone calls.
(Optional) If Enable My Notes is enabled, you can configure the following setting under Zoom AI for My Notes:
Allow Zoom AI to generate content in My Notes: Enables or disables Zoom AI's ability to automatically generate note content from My Notes transcripts. When enabled, users in the group can expand or regenerate note content and use the instant translation feature in My Notes. Enabling this feature makes the following checkboxes available:
Auto-generate summary when note is completed: Automatically generates a summary when a note is finished. Note: Selecting this option makes Auto-send a note summary email when note is completed checkbox below available.
Auto-send a note summary email when note is completed: Automatically sends the generated note summary through email.
(Optional) Under My Notes in meeting, you can configure the following settings:
Allow participants to transcribe meetings with My Notes: Enables or disables the ability for meeting participants to use My Notes transcription in Zoom meetings. Hosts, co-hosts, and alternative hosts are not affected by this setting. To enable this feature, select one of the following options and click Save:
Only participants in your organization: Allows only internal participants within your organization to use My Notes transcription.
All participants: Allows all meeting participants to use My Notes transcription, including external participants from outside your organization.
Allow panelists and attendees to transcribe webinars with My Notes: Enables or disables the ability for panelists and attendees to use My Notes to transcribe webinars.
(Optional) Under My Notes and transcript access, configure the following settings:
Who can access your account's notes:
Only users in your account: Allows only users within your account to access notes.
Users in your account and outside your account: Allows users both inside and outside your account to access notes.
Allow users to view notes transcripts: Enables or disables the ability for users in the group to view My Notes transcripts. When disabled, users cannot view My Notes transcripts. However, My Notes transcripts remain available for AI features such as generating summaries or answering questions. This setting applies to My Notes transcripts from meetings hosted in your account. Note: To configure copy and download permissions for My Notes transcripts, select or deselect the Allow users to copy and download notes transcripts checkbox.
Allow users to share notes transcripts: Enables or disables the ability for users in the group to share notes transcripts. Note: This setting applies to My Notes transcripts from meetings hosted in your account.
(Optional) If Enable My Notes is enabled, you can configure the following settings under Notification:
Enable desktop notifications for My Notes: Enables or disables the ability for users in the group to receive desktop reminders to start taking notes when their microphone turns on in the apps you select from the list:
Zoom
Chrome
Discord
WhatsApp
Safari
Firefox
Microsoft Teams
WebEx
Slack
FaceTime
Microsoft Edge
Enable email notifications for My Notes: Enables or disables the ability for users in the group to receive email notifications about My Notes activity and content.
(Optional) Under My Notes retention, you can manage My Notes and transcripts retention policies. Note: If any of the above options are grayed out, they have been locked at the account level and must be changed at that level.
(Optional) To prevent all users in the group from changing these settings, click the lock icon , and then click Lock to confirm the setting.
Enable or disable the My Notes feature for your personal account
This setting allows individual users to enable or disable the My Notes feature for their personal account. You do not need admin permissions to change the setting, unless it is locked by an admin for the entire account or a group of users.
In the top-right corner, click your profile picture or initials, then click Settings.
In the side menu, click Notes.
Under My Notes, click the Enable My Notes toggle to enable or disable it.
If a verification dialog appears, click Enable or Disable to verify the change. Note: If the option is grayed out, it has been locked at either the group or account level. You cannot change it yourself and must contact your Zoom admin.
(Optional) If Enable My Notes is enabled, you can configure the following settings under General:
Transcribe my meetings with My Notes: Enables or disables your ability to use My Notes transcriptions using system and microphone audio, allowing notes to be enhanced with transcript-based content. When enabled, you can select the following checkboxes:
Zoom meetings and webinars: Allows you to use My Notes transcriptions using system and microphone audio for Zoom meetings and webinars.
Other meetings: Allows you to use My Notes transcriptions for non-Zoom or third-party meetings. Select from the following options:
In-person and online meetings (e.g. Teams, Google Meet): Allows you to use My Notes transcriptions for in-person and third-party meetings, including Microsoft Teams and Google Meet. Note: Microphone and system audio are captured when available. Mobile devices do not support system audio capture.
In-person meetings: Allows you to use My Notes transcriptions for in-person meetings. Note: Only microphone audio is captured; system audio is not captured.
Transcribe my Zoom Phone calls with My Notes: Enables or disables your ability to use My Notes transcriptions for Zoom Phone calls.
Auto-start My Notes: Automatically starts My Notes when you join supported sessions. Select from the following options:
When I join Zoom meetings and webinars: Automatically starts My Notes when you join Zoom meetings and webinars.
(Optional) If Enable My Notes is enabled, you can configure the following setting under Zoom AI for My Notes:
Allow Zoom AI to generate content in My Notes: Enables or disables Zoom AI's ability to automatically generate note content from My Notes transcripts. When enabled, you can expand or regenerate note content and use the instant translation feature in My Notes.
(Optional) Under My Notes in meeting, you can configure the following setting:
Allow participants to transcribe meetings with My Notes: Enables or disables the ability for meeting participants to use My Notes transcription in your meetings. Hosts, co-hosts, and alternative hosts are not affected by this setting. To enable this feature, select one of the following options and click Save: Note: When enabled, only hosts using Zoom Workplace desktop or mobile app version 6.7.5 or higher can stop My Notes in meetings.
Only participants in your organization: Allows only internal participants within your organization to use My Notes transcription in your meetings.
All participants: Allows all meeting participants to use My Notes transcription in your meetings, including external participants from outside your organization.
Allow panelists and attendees to transcribe webinars with My Notes: Enables or disables the ability for panelists and attendees to use My Notes transcription in webinars. Note: When enabled, only hosts using Zoom Workplace desktop or mobile app version 6.7.5 or higher can stop My Notes in meetings.
(Optional) If Enable My Notes is enabled, you can configure the following settings under Notification:
Enable desktop notifications for My Notes: Enables or disables your ability to receive desktop reminders to start taking notes when your microphone turns on in the apps you select from the list:
Zoom
Chrome
Discord
WhatsApp
Safari
Firefox
Microsoft Teams
WebEx
Slack
FaceTime
Microsoft Edge
Enable email notifications for My Notes: Enables or disables your ability to receive email notifications about My Notes activity and content.
(Optional) Under My Notes retention, you can manage My Notes and transcripts retention policies. Note: If any of the above options are grayed out, they have been locked at either the group or account level. You cannot change it yourself and must contact your Zoom admin.
How to manage My Notes settings in the Zoom Workplace desktop and mobile apps
Users can configure additional My Notes settings in the Zoom Workplace desktop and mobile apps.
Manage desktop notifications to start My Notes when voice activity is detected
Users can control whether Zoom automatically prompts them to start a new note when voice activity is detected during a meeting. This setting also applies when using third-party apps, such as Microsoft Teams, Slack, or Google Chrome to capture notes and transcribe audio.
Sign in to the Zoom Workplace desktop app.
Click your profile picture, then click Settings.
Click the Notifications & sounds tab .
Under Send desktop notifications for, click the Automatically detect voice activity to create My Notes toggle to enable or disable it.
(Optional) To enable or disable voice activity detection notifications for a specific app, click Manage, then click the toggle next to that app.
Manage auto-start for My Notes
Users can configure whether My Notes automatically starts when joining Zoom meetings and webinars or Zoom Phone calls.
Note: Changes to auto-start settings sync across the Zoom Workplace desktop app, Zoom Workplace mobile app, and Zoom web portal. If an account owner or admin has locked a setting at the account or group level in the Zoom web portal, that setting cannot be changed by the user.
Manage auto-start for My Notes for Zoom meetings and webinars
Manage auto-start for My Notes for Zoom Phone calls