Enabling or disabling custom meeting summary templates

Customizing meeting summary templates in AI Studio allow organizations to tailor AI Companion generated meeting summaries. Admins can enable this feature and choose from ready-made summary templates for common meeting types, such as one-on-ones, stand-ups, brainstorms, and more, or customize them directly in Zoom AI Studio. Admins manage the availability of templates for users in their account. Once enabled, templates can be created, customized, and assigned as defaults to improve post-meeting workflows.

Requirements for enabling or disabling custom meeting summary templates

• Business, Business Plus, Enterprise, or Education account
• Custom AI Companion add-on
• Account owner or admin privileges

How to enable or disable meeting summary templates

Account

1. Sign in to the Zoom web portal.
2. In the navigation menu, click Account settings, then click the AI Companion tab.
3. Click the AI Companion toggle to enable or disable it.
4. Click Manage all settings, then click the Meeting summary with AI Companion toggle to enable or disable it.
5. Click the Meeting summary templates toggle to enable or disable it.
6. If a verification dialog appears, click Enable or Disable to verify the change.
7. (Optional) Lock the setting to prevent users in the account from changing it.

Group

1. Sign in to the Zoom web portal.
2. In the navigation menu, click User Management, then Groups.
3. Click the name of the group you want to configure.
4. Click the AI Companion tab, then click the AI Companion toggle to enable or disable it.
5. Click Custom AI Companion, then click the Meeting summary with AI Companion toggle to enable or disable it.
6. Click the Meeting summary templates toggle to enable or disable it.
7. (Optional) Lock the setting to prevent group members from changing it.

User

1. Sign in to the Zoom web portal.
2. In the navigation menu, click Settings, then click the AI Companion tab.
3. Click the Meeting summary with AI Companion toggle to enable or disable it.
4. Click the Meeting summary templates toggle to enable or disable it.