Using meeting summary templates

Users with a Custom AI Companion add-on license can access meeting summaries generated by AI Companion 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 Docs for extended collaboration. Admins manage which meeting summary templates are available for use within the organization.

Requirements for using meeting summary templates in AI Studio

Table of Contents

How to select and change meeting summary templates

Windows | macOS | Linux

Selecting a template when scheduling a meeting

  1. Sign in to the Zoom desktop app.
  2. Click the Home tab, then click Schedule.
  3. Under Event type, click Meeting settings.
  4. Under Meeting summary template, click the Template drop-down.
  5. Select a template from the list.
  6. Click Save.

Note: If no template is selected, the default template assigned by the admin will be applied.

Changing a template after a meeting

  1. Sign in to the Zoom desktop app.
  2. Click the Meetings tab.
  3. Under Past Meetings, select a meeting.
  4. Click the Template drop-down.
  5. Select a template from the list.
  6. Click Save.

Note: Switching templates will regenerate the summary content to match the selected template's layout and structure.

Web

Selecting a template when scheduling a meeting

  1. Sign in to the Zoom web portal.
  2. In the navigation menu, click Meetings, then click Schedule a Meeting.
  3. Under Meeting summary template, click the Template drop-down.
  4. Select a template from the list.
  5. Click Save.

Note: If no template is selected, the default template assigned by the admin will be applied.

Changing a template after a meeting

  1. Sign in to the Zoom web portal.
  2. In the navigation menu, click Meetings, then click the Previous tab.
  3. Select a meeting.
  4. Click the Template drop-down.
  5. Select a template from the list.
  6. Click Save.

Note: Switching templates will regenerate the summary content to match the selected template's layout and structure.

Accessing and editing meeting summaries

Windows | macOS | Linux

Accessing a meeting summary

  1. Sign in to the Zoom desktop app.
  2. Click the Meetings tab.
  3. Under Past Meetings, select a meeting.
  4. 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 AI Companion meeting summary was enabled for the meeting.

Editing a summary after the meeting

After a meeting has concluded and a summary has been generated using the assigned template, you can edit the summary content directly within the Zoom web portal or the Zoom desktop app.

  1. Sign in to the Zoom desktop app.
  2. Click the Meetings tab.
  3. Under Past Meetings, select a meeting.
  4. Under Meeting summary, click the text body or highlight the specified text to edit.
  5. Press Enter or click outside the text body to save your changes.

Notes:

Web

Accessing a meeting summary

  1. Sign in to the Zoom web portal.
  2. In the navigation menu, click Meetings, then click the Previous tab.
  3. Select a meeting.
  4. Under Meeting Summary, 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 AI Companion meeting summary was enabled for the meeting.

Editing a summary after the meeting

After a meeting has concluded and a summary has been generated using the assigned template, you can edit the summary content directly within the Zoom web portal or the Zoom desktop app.

  1. Sign in to the Zoom web portal.
  2. In the navigation menu, click Summaries.
  3. Select a meeting under the My Summaries list.
  4. In the summary view, click the text body or highlight the specified text to edit.
  5. Press Enter or click outside the text body to save your changes.

Notes:

Managing Meeting summary templates

  1. Sign in to the Zoom web portal.
  2. In the navigation menu, click Settings, then click the AI Companion tab.
  3. Under Default summary template, click to manage summary templates.

    Note: In the top-right of the summary template preview, select the check box to set a template as default.