Using AI Companion to generate and manage tasks

With Zoom Tasks and AI Companion, users can have AI Companion recommend new tasks based on meeting summaries and meeting and phone transcripts. In addition, AI Companion can recommend steps for managing and completing tasks as well.

Learn more about other Zoom AI Companion features and how Zoom AI Companion features handle your data.

For language availability, review the supported languages for Zoom AI Companion features.

How to view tasks generated for a meeting within a Meeting Summary

1. Sign in to the Zoom Workplace desktop app.
2. Locate the desired Meeting Summary.
3. Under Next Steps, tasks that were recommended from the Meeting Summary will be displayed.
   Note: Depending on the host's settings, you may also be able to view the task even if you were not the assignee.

How to view tasks generated for a meeting within Zoom Calendar

1. Sign in to the Zoom Workplace desktop app.
2. Click the Calendar tab .
3. Click a past calendar event to see more details.
4. Under Next Steps, tasks that were recommended from the Meeting Summary will be displayed.
5. If a task has been assigned to you already, you can click on the task to view more details, or click the checkbox to complete to the task.
   Note: Depending on the host's settings, you may also be able to view the task even if you were not the assignee.

How to manage tasks generated via AI Companion

Zoom Workplace desktop app

1. Sign in to the Zoom Workplace desktop app.
2. Click the Tasks tab.
3. In the Tasks navigation menu, click  Recommended by AI.
4. Tasks generated via AI Companion will be displayed and grouped by the associated Meeting.
5. (Optional) Click the dropdown to select whether to view Recommended for me or Recommended for anyone.
6. (Optional) Click the add icon  to add an Assignee.
7. Click Accept to add the task.
8. (Optional) To delete a task, click the More button , then click Delete.

Zoom web portal

1. Sign in to the Zoom web portal.
2. In the navigation menu, click Tasks.
3. In the Tasks navigation menu, click  Recommended by AI.
4. Tasks generated via AI Companion will be displayed and grouped by the associated Meeting.
5. (Optional) Click the dropdown to select whether to view Recommended for me or Recommended for anyone.
6. (Optional) Click the add icon  to add an Assignee.
7. Click Accept to add the task.
8. (Optional) To delete a task, click the More button , then click Delete.

How to have AI companion suggest steps to complete a task

1. Sign in to the Zoom Workplace desktop app.
2. Click the Tasks tab.
3. In the Tasks navigation menu, click My Tasks.
4. Hover your mouse over the task name and click the AI Companion actions   button.
5. Select an action from the menu:
   • Under Suggested action, click the suggested action item for the task.
   • Under Other actions, click an action that was not suggested.
   • Click  Ask AI Companion to have AI Companion suggest additional ways to complete the task.

Requirements for using AI Companion with Zoom Tasks

• A Licensed user on a Zoom Workplace Pro, Zoom Workplace Pro Plus, Zoom Workplace Business, Zoom Workplace Business Plus, Zoom Workplace Enterprise, Zoom Workplace Enterprise Plus, or Enterprise Bundle account
• Zoom Tasks enabled
• Task creation and management with AI Companion enabled
• Zoom Workplace desktop app for Windows, macOS, or Linux: 6.4.3 or higher

Note: AI Companion may not be available for select verticals and select regional customers.