Creating and managing meeting summary templates as an admin
Admins can customize meeting summary templates and create new meeting summary templates in AI Studio allowing users with a Custom AI Companion add-on license to efficiently review, edit, and share post-meeting content based on custom templates.Admins choose from ready-made summary templates for common meeting types, such as one-on-ones, stand-ups, brainstorms, and more, or can use the AI Studio interface to manage all aspects of custom meeting summary templates for their organization. This includes setting a default template, customizing existing ones, hiding templates from users, or creating entirely new templates tailored to organizational needs.
Requirements for creating and managing meeting summary templates
- Business, Business Plus, Enterprise, or Education account
- Custom AI Companion add-on
- Account owner or admin privileges
- Meeting summary templates published in AI Studio
Creating a meeting summary template
- Sign in to the Zoom web portal.
- In the navigation menu, click AI Studio, then Custom meeting summary template tab.
- Under Create a template, click New template to create a template from scratch.
Note: Click All templates to use an existing template from the ready-made template gallery.
- Select an Icon to represent the template.
- Enter a Template name.
- Enter a Description that summarizes the purpose or contents of the template.
- Under Who can use this?, configure usage permissions for the template.
- Click
Add a section to add a new section. - Hover over a section to configure an existing section:
- Length: Click the Length drop-down menu to adjust the section length.
- Subsection: Click
to add a subsection.
- Click Test to generate a sample meeting transcript preview.
- (Optional) Click Test using your own meeting to generate a meeting transcript preview with a scheduled meeting. Search for a meeting or select from a meeting scheduled for today or yesterday.
- Click Generate summary.
- Click Publish.
Note: A meeting summary template must include at least one section to be tested or published.
Deleting a meeting summary template
- Sign in to the Zoom web portal.
- In the navigation menu, click AI Studio, then AI Skills.
- Click the Custom meeting templates tab, locate the template you want to delete.
- Click
next to the template. - Click Delete, then click Yes to confirm deletion.
Note: Deleting a template will remove it from availability across all levels of the account.
How to manage Meeting summary templates
Editing Meeting summary templates
Account
- Sign in to the Zoom web portal.
- In the navigation menu, click Account settings, then click the AI Companion tab.
- Click Manage all settings, then click Manage summary templates in Zoom AI Studio.
Note: In the top-right of the summary template preview, select the check box to set a default template for the account.
Group
- Sign in to the Zoom web portal.
- In the navigation menu, click User Management, then Groups.
- Click the name of the group you want to configure.
- Click the Custom AI Companion tab, then click Manage all settings.
- Click Manage summary templates in Zoom AI Studio.
Note: In the top-right of the summary template preview, select the check box to set a default template for the group.
Configuring Meeting summary template permissions
Account
- Sign in to the Zoom web portal.
- In the navigation menu, click AI Studio, then AI Skills.
- Click the Custom meeting templates tab.
- Click
next to the template, then click Edit. - Under Who can use this?, click the drop-down and select one or more groups to provide specific access to the template.
- (Optional) select Entire account to allow all users on the account to use the template.
Note: All templates are visible to account admins and can be edited at any time.