Using meeting summary templates

Users can access meeting summaries generated by Zoom AI using templates assigned by their admin. These templates, created and customized by account admins in AI Studio, include dynamic placeholders and pre-defined sections designed to reflect the tone, structure, and focus of each meeting. After a meeting concludes, users can review the generated summary, make summary edits, switch to a different available template, or open the summary in Zoom Canvas for extended collaboration. Admins manage which meeting summary templates are available for use within the organization.

Requirements for using meeting summary templates

• Business, Business Plus, Enterprise, or Education account
• Zoom desktop app
  • Windows: 6.4.0 or higher
  • macOS: 6.4.0 or higher
  • Linux: 6.4.0 or higher
• Meeting summary templates enabled

Limitations of meeting summary templates

• Meeting summaries generated from templates support up to 32,000 characters.

How to select and change meeting summary templates

Windows | macOS | Linux

Select a meeting summary template when scheduling a meeting

1. Sign in to the Zoom desktop app.
2. Click the Home tab.
3. Click Schedule.
4. Next to the Zoom Meeting event type, click Settings.
5. In the Zoom AI section, under Meeting summary template, click the drop-down menu.
6. Select a template from the list.
   Note: The list of templates available to you may vary, depending on what an admin has enabled. Examples of pre-defined templates include:
   
   • Problem, Root Cause & Solution: A structured approach to document problem analysis and resolution.
   • General Behavioral Health: Capture key takeaways from patient details.
   • ARC Summary: Structured documentation for architectural review decisions and discussions.
   • General template: Capture a quick recap of any meeting with next steps and an organized summary.
   • Dynamic: Dynamic and Context-Driven.
   • One-on-one: Document discussion topics, challenges, and follow-up actions for individual meetings.
   • Stand up: Track progress updates, risks, and priorities for team sync meetings.
   • Brainstorm: Organize proposed ideas with key takeaways, details, and action items.
   • Project update: Summarize project status, other topics discussed, and action items.
   • Next steps: Recap of next action items.
   • Discussion: Capture key takeaways, topic details, and action items.
   • Q & A: Compile questions asked and answers provided during information-sharing sessions. 
   • Customer success: Document client interactions, feedback, concerns, and resolution plans.
   • User feedback: Capture user insights, pain points, and improvement suggestions.
   • Lecture summary: Outline main concepts, learning objectives, assignments, and supplemental resources for lectures, presentations, and training sessions.
7. Click Save.

If you do not select a meeting summary template, the default template assigned by the admin will be applied.

Change a meeting summary template after the meeting

1. Sign in to the Zoom desktop app.
2. Click the Meetings or Calendar tab.
3. Select a past meeting that you hosted and used Zoom AI to generate a meeting summary.
   Under the meeting details, the generated summary will be displayed using the assigned template.
   Note: If you do not see a summary, ensure that a transcript was generated and Zoom AI meeting summary was enabled for the meeting.
4. Next to the Zoom Meeting event type, click Settings.
5. In the Zoom AI section, under Meeting summary template, click the drop-down menu.
6. Select a different template.
   After selecting a different template, the meeting summary will be regenerated to match the selected template's layout and structure.
   Note: The list of templates available to you may vary, depending on what an admin has enabled. Examples of pre-defined templates include:
   
   • Problem, Root Cause & Solution: A structured approach to document problem analysis and resolution.
   • General Behavioral Health: Capture key takeaways from patient details.
   • ARC Summary: Structured documentation for architectural review decisions and discussions.
   • General template: Capture a quick recap of any meeting with next steps and an organized summary.
   • Dynamic: Dynamic and Context-Driven.
   • One-on-one: Document discussion topics, challenges, and follow-up actions for individual meetings.
   • Stand up: Track progress updates, risks, and priorities for team sync meetings.
   • Brainstorm: Organize proposed ideas with key takeaways, details, and action items.
   • Project update: Summarize project status, other topics discussed, and action items.
   • Next steps: Recap of next action items.
   • Discussion: Capture key takeaways, topic details, and action items.
   • Q & A: Compile questions asked and answers provided during information-sharing sessions. 
   • Customer success: Document client interactions, feedback, concerns, and resolution plans.
   • User feedback: Capture user insights, pain points, and improvement suggestions.
   • Lecture summary: Outline main concepts, learning objectives, assignments, and supplemental resources for lectures, presentations, and training sessions.
7. Click Save.

Web portal

Select a meeting summary template when scheduling a meeting

1. Sign in to the Zoom web portal.
2. In the top-right corner, click the Zoom Products icon  .
3. Click Meetings.
4. Click Schedule a Meeting.
5. In the Zoom AI section, under Meeting summary template, click the drop-down menu.
6. Select a template from the list.
   Note: The list of templates available to you may vary, depending on what an admin has enabled. Examples of pre-defined templates include:
   
   • Problem, Root Cause & Solution: A structured approach to document problem analysis and resolution.
   • General Behavioral Health: Capture key takeaways from patient details.
   • ARC Summary: Structured documentation for architectural review decisions and discussions.
   • General template: Capture a quick recap of any meeting with next steps and an organized summary.
   • Dynamic: Dynamic and Context-Driven.
   • One-on-one: Document discussion topics, challenges, and follow-up actions for individual meetings.
   • Stand up: Track progress updates, risks, and priorities for team sync meetings.
   • Brainstorm: Organize proposed ideas with key takeaways, details, and action items.
   • Project update: Summarize project status, other topics discussed, and action items.
   • Next steps: Recap of next action items.
   • Discussion: Capture key takeaways, topic details, and action items.
   • Q & A: Compile questions asked and answers provided during information-sharing sessions. 
   • Customer success: Document client interactions, feedback, concerns, and resolution plans.
   • User feedback: Capture user insights, pain points, and improvement suggestions.
   • Lecture summary: Outline main concepts, learning objectives, assignments, and supplemental resources for lectures, presentations, and training sessions.
7. Click Save.

If you do not select a meeting summary template, the default template assigned by the admin will be applied.

Change a meeting summary template after the meeting

1. Sign in to the Zoom web portal.
2. In the top-right corner, click the Zoom Products icon  .
3. Click Meetings.
4. In the navigation menu, click Previous.
5. Click the name of the meeting and click Edit.
6. Under Meeting summary template, click the drop-down.
7. Select a different template.
   After selecting a different template, the meeting summary will be regenerated to match the selected template's layout and structure.
   Note: The list of templates available to you may vary, depending on what an admin has enabled. Examples of pre-defined templates include:
   
   • Problem, Root Cause & Solution: A structured approach to document problem analysis and resolution.
   • General Behavioral Health: Capture key takeaways from patient details.
   • ARC Summary: Structured documentation for architectural review decisions and discussions.
   • General template: Capture a quick recap of any meeting with next steps and an organized summary.
   • Dynamic: Dynamic and Context-Driven.
   • One-on-one: Document discussion topics, challenges, and follow-up actions for individual meetings.
   • Stand up: Track progress updates, risks, and priorities for team sync meetings.
   • Brainstorm: Organize proposed ideas with key takeaways, details, and action items.
   • Project update: Summarize project status, other topics discussed, and action items.
   • Next steps: Recap of next action items.
   • Discussion: Capture key takeaways, topic details, and action items.
   • Q & A: Compile questions asked and answers provided during information-sharing sessions. 
   • Customer success: Document client interactions, feedback, concerns, and resolution plans.
   • User feedback: Capture user insights, pain points, and improvement suggestions.
   • Lecture summary: Outline main concepts, learning objectives, assignments, and supplemental resources for lectures, presentations, and training sessions.
8. Click Save.