Using workflows with My Notes

1. Sign in to the Zoom desktop app.
2. Start a note.
3. In the My Notes window, click Attach workflow to this note. 
4. Next to the desired workflow(s), click the checkbox to add them.
   Note: A maximum of 20 workflows can be attached to a note.
5. Click Attach.
   Once the note has been completed and closed, the workflows will begin running using the transcript. 
6. (Optional) Click Details to view the template within the Workflow editor.
   Once the workflow has completed its initial run, if the workflow requires additional approval:
   1. Click Review to review and approve the final output.
      Note: These can be reviewed within the Workflows tab or AI Companion on the web. 
   2. Review the output.
   3. (Optional) Use either the hero prompts or the textbox to modify the generated content using natural language.
      Note: You can also manually update the output text. 
   4. (Optional) Change the approval flow to Always allow to automatically generate the output without approval in the future.
      Note: If the admin has enabled Allow users to disable confirmation for sensitive actions, you will not be able to modify this.
   5. Click Approve & continue.
7. If using a third-party integration for the first time, when prompted, authenticate into the service. 
8. Click Confirm to complete the workflow. 
9. The workflow will complete and create the final output.
   Note: If there are any errors or issues, you can view the activity logs to troubleshoot.

1. Sign in to the Zoom desktop app.
2. Click either the Hub or the Docs tab.
   Note: If you do not see a tab, click the More tab , then click Hub or Docs.
3. In the navigation menu, click My Notes.
4. Find and click the desired note.
5. Click on the name of the note to view the note.
   The note will open.
6. Under the notes title, click Workflows. 
7. Click Attach more workflows.
8. Next to the desired workflow(s), click the checkbox to add them.
   Note: A maximum of 20 workflows can be attached to a note.
9. Click Attach & Run.
   The workflows will begin running using the transcript.
   Note: If available, the meeting summary will also be used. 
10. (Optional) Click Details to view the template within the Workflow editor.
    Once the workflow has completed its initial run, if the workflow requires additional approval:
    1. Click Review to review and approve the final output.
       Note: These can be reviewed within the Workflows tab in the Zoom desktop app or AI Companion on the web. 
    2. Review the output.
    3. (Optional) Use either the hero prompts or the textbox to modify the generated content using natural language.
       Note: You can also manually update the output text. 
    4. (Optional) Change the approval flow to Always allow to automatically generate the output without approval in the future.
       Note: If the admin has enabled Allow users to disable confirmation for sensitive actions, you will not be able to modify this.
    5. Click Approve & continue.
11. If using a third-party integration for the first time, when prompted, authenticate into the service. 
12. Click Confirm to complete the workflow. 
13. The workflow will complete and create the final output.
    Note: If there are any errors or issues, you can view the activity logs to troubleshoot.
    
    

1. Sign in to the Zoom web portal.
2. In the left navigation, click Notes.
3. Click the desired note to view it.
   The note will open.
4. Under the notes title, click Workflows.
5. Next to the desired workflow(s), click the checkbox to add them.
   Note: A maximum of 20 workflows can be attached to a note.
6. Click Attach & Run.
   The Workflows will begin running using the transcript.
   Note: If available, the meeting summary will also be used. 
7. (Optional) Click Details to view the template within the Workflow editor.
   Once the workflow has completed its initial run, if the workflow requires additional approval:
   1. Click Review to review and approve the final output.
      Note: These can be reviewed within the Workflows tab or AI Companion on the web. 
   2. Review the output.
   3. (Optional) Use either the hero prompts or the textbox to modify the generated content using natural language.
      Note: You can also manually update the output text. 
   4. (Optional) Change the approval flow to Always allow to automatically generate the output without approval in the future.
      Note: If the admin has enabled Allow users to disable confirmation for sensitive actions, you will not be able to modify this.
   5. Click Approve & continue.
8. If using a third-party integration for the first time, when prompted, authenticate into the service. 
9. Click Confirm to complete the workflow. 
10. The workflow will complete and create the final output.
    Note: If there are any errors or issues, you can view the activity logs to troubleshoot.

Attach a workflow prior to a Zoom meeting

1. Create or open an existing meeting.
2. Click Add workflow. 
3. Next to the desired workflow(s), click the checkbox to add them.
   Note: A maximum of 20 workflows can be attached to a meeting.
4. Click Attach.
   Note: Once a workflow is attached, My Notes will automatically be enabled for that meeting. 
5. Click Save to save changes to the meeting
   Once the meeting ends, the workflow will run automatically using the transcript and/or meeting summary. 

Attach a workflow during a Zoom meeting

1. Sign in to the Zoom desktop app.
2. Join or start a meeting. 
3. Start a note.
4. In the My Notes window, click Attach workflow to this note. 
5. Next to the desired Workflow template(s), click the checkbox to add them.
   Note: A maximum of 20 workflows can be attached to a meeting.
6. Click Attach.
   Once the meeting ends, the workflow will run automatically using the transcript and/or meeting summary. 

Attach a workflow prior to a Zoom meeting

1. Sign in to the Zoom web portal.
2. In the left navigation, Meetings.
3. Create or open an existing meeting.
4. Next to Workflows, click Attach workflow to this meeting.
5. Next to the desired workflow(s), click the checkbox to add them.
   Note: A maximum of 20 workflows can be attached to a meeting.
6. Click Attach.
   Once the meeting ends, the workflow will run automatically using the transcript and/or meeting summary.

Remove a workflow prior to a Zoom meeting

1. Sign in to the Zoom desktop app.
2. Click the Calendar tab. 
3. Open the desired calendar event.
4. Click the Edit icon. 
5. Click [#] workflow(s) selected.
   The workflows currently attached to the event will be displayed. 
6. Next to each desired workflow(s), click the checkbox to remove it.
7. Click Attach.
   The workflows will be removed from the event.

Remove a workflow during a Zoom meeting

1. Sign in to the Zoom desktop app.
2. Join or start a meeting. 
3. Start a note.
4. In the My Notes window, click [#] workflows selected. 
5. Next to each desired workflow(s), click the checkbox to remove it.
6. Click Attach.
   The workflows will be removed from the note.

Remove a workflow prior to a Zoom meeting

1. Sign in to the Zoom web portal.
2. In the left navigation, Meetings.
3. Next to the desired meeting, click Edit.
4. Next to Workflow, click [#] workflows selected.
   The workflows currently attached to the meeting will be displayed. 
5. Next to each desired workflow(s), click the checkbox to remove it.
6. Click Attach.
   The workflows will be removed from the meeting.