Using My Notes

Whether for personal transcription or transcribing an in-person meeting, you can start a note directly from the Zoom Workplace desktop app, and enable My Notes to access your microphone and system audio for transcription.

Notes:

• If you have enabled automatic microphone activity detection, configured your settings so that Zoom voice activity will not be ignored, and have your Zoom Workplace desktop app open, a Take notes notification will appear when Zoom detects activity from your microphone so you can open My Notes.
• To choose whether voice activity can automatically surface a notification, update your automatic voice activity detection preferences in the Zoom Workplace desktop app settings. Learn more about managing My Notes automatic voice activity detection.

1. Sign in to the Zoom Workplace desktop app.
2. In the navigation bar, click the My Notes tab .
   Note: If you do not see the My Notes tab , click the More tab , then click My Notes .
3. At the top-right, click the Create a new note icon to begin taking notes.
4. (Optional) You can also click the Home tab in the navigation bar, then click My Notes .
5. If a verification dialog appears, click Continue, then click Allow to grant Zoom access to your system audio, or click Skip for now.
   Notes:
   • If you click Skip for now, you will be unable to use audio transcription for My Notes.
   • If the Automatically detect voice activity to create My Notes feature is enabled and Zoom voice activity is not set to be ignored, the following will occur:
     • In your desktop, a Take notes notification will appear when voice activity is detected.
     • In the My Notes window, within the Transcript section, transcription will begin immediately when a new note is opened.
6. (Optional) In the Manual notes field, at the bottom of the window, enter your notes.
   Your notes will be saved as you enter them.
7. (Optional) At the top-right of the My Notes window, click the More icon to use the following options:
   • Add workflow to this note: Lets you attach a workflow automation to the note.
   • Copy link: Adds a link to the note to your clipboard.
   • View all notes: Opens My Notes in the Zoom Workplace desktop app and lets you directly access your previously generated notes.
   • Delete: Cancels the current note.
     Note: If transcription was used, deleting the current note will also delete the associated My Notes transcript.
8. (Optional) In the Transcript section, click the gear icon to manage transcription settings:
   • Transcription language: Lets you choose the transcription language from the language selector.
   • Microphone settings: Lets you choose the microphone audio source.
9. (Optional) In the Transcript section, click the Minimize icon to minimize the transcript or click the View full transcript icon to show the full Transcript panel.
   Note: If you choose to minimize the Transcript section, it will become a compact tab that lets you move it anywhere within the My Notes window, pause or resume the transcription, or expand it to restore the Transcript section to its original size.
10. (Optional) If you're using My Notes transcription, click the Pause icon to stop the transcription, then click the Resume icon to continue the transcription.
11. Once you're finished taking notes, click Done.
12. When prompted for verification, click Complete to complete the note and end the transcription.
    Notes:
    • After you clic Complete, you won't be able to resume the same note, but you can start a new note and transcription.
    • A No content available notification will appear if you're trying to save a note that has no content. You can click Save anyway to continue saving the blank note or click Delete to delete the note if you don't need it.
    • An Inactivity detected notification will appear if no activity is detected for five minutes. You can click Dismiss to exit the notification or click Delete to cancel the note.

Note: In the Zoom Workplace mobile app, recording a note using My Notes captures audio and generates a transcript. Once the note is complete, the transcript is saved and the recording is deleted by default. To retain the recording, enable Auto-save recordings of non-Zoom meetings in My Notes on mobile. This saves the recording to your Cloud Recording storage, where it can be accessed later.

1. Sign in to the Zoom Workplace mobile app.
2. In the navigation bar, tap the My Notes tab .
   Note: If you do not see the My Notes tab , tap the More tab , then tap My Notes .
3. Tap the plus icon to create a new note.
4. (Optional) You can also tap the Home tab in the navigation bar, then tap My Notes .
5. If Zoom does not have access to your microphone, a verification dialog will appear. Tap Settings and enable access to your device's microphone, or tap Start to begin using My Notes without transcription.
6. If a verification dialog appears, tap Start.
   If you have allowed recording within the device settings, the My Notes window will open and begin transcribing. On the Transcript tab, the audio transcript will be displayed.
7. (Optional) Tap the Manual notes tab to enter text manually.
   Your notes will be saved as you enter them.
8. At the top of the My Notes window, tap the drop-down icon  for more options:
   • Name of your note: Tap to share the note with others.
   • Rename: Lets you update the name of the note.
   • Copy link: Adds a link to the note to your clipboard.
   • Transcription language: Lets you choose the language transcription from the language selector.
   • Delete: Cancels the note.
     Note: If transcription was used, deleting the note will also delete the associated transcript and recording.
9. (Optional) If using transcription, tap the Pause icon to stop the transcription, then tap the Resume icon to continue the transcription.
10. Once you're finished taking notes, tap Done.
11. When prompted for verification, tap Complete to complete the note and end the transcription.
    Note: After you tap Complete, you won't be able to resume the same note, but you can start a new note and transcription.
    Once the note is complete, if Auto-save recordings of non-Zoom meetings in My Notes on mobile is enabled, the recording associated with the transcript will also be saved and can be managed in the Zoom web portal or Zoom Hub.

Notes:

• If a phone call is accepted while using My Notes, the note recording will pause and automatically resume once the call has ended.
• If you accept a Zoom meeting invitation while already using My Notes, the current note will be saved and closed. You will need to start a new note for the meeting.
• If no voice activity is detected for five minutes and the note contains no content, the note will pause and you will be prompted to either Delete the note or Dismiss the dialog box.
• If your screen locks, the note will continue and can be managed from your notifications dialog.

1. Sign in to the Zoom Workplace desktop app.
2. Start or join a Zoom meeting.
3. At the top of the meeting window, click the My Notes icon .
4. Click Start taking notes. Transcription will begin immediately if supported in the meeting.
   Note: Alternatively, at the top of the meeting window, click the Zoom AI icon to open the side panel, then click the Create a meeting note me hero prompt to launch My Notes.
   The My Notes window will appear.
5. In the Notes tab, enter your notes manually.
   Your notes will be saved as you enter them and linked to the current Zoom meeting.
6. (Optional) In the Notes tab, click the More icon on the right to use the following options:
   • Add workflow to this note: Lets you attach a workflow automation to the note.
   • Copy link: Adds a link to the note to your clipboard.
   • Delete: Cancels the current note.
     Note: If transcription was used, deleting the current note will also delete the associated My Notes transcript.
   • View all notes: Opens My Notes in the Zoom Workplace desktop app and lets you directly access your previously generated notes.
7. (Optional) If using transcription, click the Pause icon to stop the transcription, then click the Resume icon to continue the transcription.
8. Once you're finished taking notes, click Done.
9. When prompted for verification, click Complete to complete the note and end the transcription.
   The note will be saved, and the My Notes window will automatically close.
   Notes:
   • If the Allow Zoom AI to generate content in My Notes feature is enabled, AI will automatically enrich your notes if the meeting was transcribed and you've completed your note.
   • If the meeting ends before you complete your note, Zoom will automatically close your notes and save them.
   • If a note is empty after a meeting, My Notes will not automatically generate a summary, and you will need to manually click Generate to create a summary.

1. Sign in to the Zoom Workplace mobile app.
2. Start or join a Zoom meeting.
3. At the top of the meeting window, tap the My Notes icon .
4. (Optional) Enable Auto-start My Notes for future meetings to have My Notes start automatically when joining meetings.
5. Tap Start taking notes.
   Transcription will begin immediately if supported in the meeting.
   The My Notes window will appear.F
6. In the Manual notes tab, you can enter notes manually whether transcription is enabled or not.
   Your notes will be saved as you enter them and linked to the current Zoom meeting.
7. At the top of the My Notes window, tap the drop-down icon to use the following options:
   • Name of your note: Tap to share the note with others.
   • Rename: Lets you update the name of the note.
   • Copy link: Adds a link to the note to your clipboard.
   • Transcription language: Lets you choose the language transcription from the language selector.
   • Settings: Lets you manage local settings for My Notes.
   • Delete: Cancels the note.
     Note: If transcription was used, deleting the note will also delete the associated transcript and recording.
8. (Optional) If using transcription, tap the Pause icon  to stop the transcription, then tap the Resume icon to continue the transcription.
9. Once you're finished taking notes, tap Done.
10. When prompted for verification, tap Complete to complete the note and end the transcription.
    Note: After you tap Complete, you won't be able to resume the same note, but you can start a new note and transcription.

1. Sign in to the Zoom Workplace desktop app.
2. In the navigation bar, click the My Notes tab .
   Note: If you do not see the My Notes tab , click the More tab , then click My Notes .
   My Notes will open and show the Home tab.
3. In the side menu, click the All notes tab.
4. (Optional) At the top, use the search field or filter options to help narrow down your search.
5. Click the name of the desired note to open it and make edits as needed.

1. Sign in to the Zoom Workplace mobile app.
2. In the navigation bar, tap the My Notes tab .
   Note: If you do not see the My Notes tab , tap the More tab , then tap My Notes .
3. Find and tap the name of the desired note to open it and make edits as needed.

1. Sign in to the Zoom Web App.
2. In the top-right corner, click the Zoom Products icon .
3. In the Zoom Products menu, click My Notes .
   My Notes will open in a new browser tab and show the Home tab.
4. In the side menu, click the All notes tab.
5. (Optional) At the top, use the search field or filter options to help narrow down your search.
6. Click the name of the desired note to open it and make edits as needed.

1. Sign in to the Zoom Workplace desktop app.
2. In the navigation bar, click the My Notes tab .
   Note: If you do not see the My Notes tab , click the More tab , then click My Notes .
   My Notes will open.
3. In the side menu, under Tags, click an existing tag to view notes tagged with it or the plus icon to create a new tag.
   
   Note: If you can't find an existing tag, click the drop-down arrow icon beside Tags to expand the section.
   

   The tag page will open, showing only the notes that match your selected tag.
4. Click a note to open it and view its full content.

1. Sign in to the Zoom Workplace mobile app.
2. In the navigation bar, tap the My Notes tab .
   Note: If you do not see the My Notes tab , tap the More tab , then tap My Notes .
   My Notes will open.
3. At the top, tap the Tags tab.
4. Tap an existing tag to view notes tagged with it or tap the plus icon to create a new tag.
   
   The tag page will open, showing only the notes that match your selected tag.
5. Tap a note to open it and view its full content.

1. Sign in to the Zoom Web App.
2. In the top-right corner, click the Zoom Products icon .
3. In the Zoom Products menu, click My Notes .
   My Notes will open in a new browser tab.
4. In the side menu, click the All notes tab.
5. In the side menu, under Tags, click an existing tag to view notes tagged with it or the plus icon to create a new tag.
   
   Note: If you can't find an existing tag, click the drop-down arrow icon beside Tags to expand the section.
   The tag page will open, showing only the notes that match your selected tag.
6. Click a note to open it and view the full content.

1. Sign in to the Zoom Workplace desktop app.
2. In the navigation bar, click the My Notes tab .
   Note: If you do not see the My Notes tab , click the More tab , then click My Notes .
   My Notes will open.
3. Find and click the name of the desired note to open it.
4. At the bottom of the page, click Generate to update your note using the available transcript.
   Additional details from the transcript will be added in regular text, and citations will show which transcript segments were used.
5. (Optional) In the top-right, click AI chat to prompt AI to refine the note further using standard AI prompts in the AI chat panel.
6. (Optional) You can modify the generated notes by changing the current template being used:
   1. Next to Generate, click the name of the current template being used to change it to a different one.
   2. In the Templates menu options, update the Note length as needed.
   3. Click Regenerate.
      The note will be updated based the selected template and note length.

1. Sign in to the Zoom Workplace mobile app.
2. In the navigation bar, tap the My Notes tab .
   Note: If you do not see the My Notes tab , tap the More tab , then tap My Notes .
3. Find and tap the name of the desired note to open it.
4. At the bottom of the page, tap Generate to update your note using the available transcript and/or recording.
   Additional details from the transcript and/or recording will be added in regular text, and citations will show which transcript segments were used.
5. (Optional) You can modify the generated notes by changing the current template being used:
   1. Next to Generate, tap the name of the current template being used to change it to a different one.
   2. In the Templates menu options, update the Note length as needed.
   3. Tap Regenerate.
      The note will be updated based the selected template and note length.

1. Sign in to the Zoom Web App.
2. In the top-right corner, click the Zoom Products icon .
3. In the Zoom Products menu, click My Notes .
   My Notes will open in a new browser tab.
4. Find and click the name of the desired note to open it.
5. At the bottom of the page, click Generate to update your note using the available transcript.
   Additional details from the transcript will be added in regular text, and citations will show which transcript segments were used.
6. (Optional) In the top-right, click AI chat to prompt AI to refine the note further using standard AI prompts in the AI chat panel.
7. (Optional) You can modify the generated notes by changing the current template being used:
   1. Next to Generate, click the name of the current template being used to change it to a different one.
   2. In the Templates menu options, update the Note length as needed.
   3. Click Regenerate.
      The note will be updated based the selected template and note length.

While participants cannot request to stop the use of My Notes specifically, they can request to stop transcription during the meeting:

1. Join a meeting on the Zoom Workplace desktop app.
2. At the top of the meeting panel, click the Transcription icon .
3. Click Ask host to stop transcription.

As the host, if a participant requests to stop transcription for My Notes:

1. As the host, you will receive the message "A participant has requested to turn off transcriptions".
2. (Optional) Select the Delete all Zoom AI generated assets checkbox to delete the transcript.
3. Click Stop transcription to stop transcription, or click Decline to continue to allow the use of transcription during the meeting.
   Note: If you click Stop Transcriptions, all in-meeting features utilizing transcription will also be stopped (Meeting summary, In-meeting questions, Smart recording, etc.)

While participants cannot request to stop the use of My Notes specifically on the Zoom Workplace mobile app, they can request to stop transcription during a Zoom meeting:

1. Join a meeting on the Zoom Workplace mobile app.
2. At the top of the meeting panel, tap the Transcription icon .
3. Tap Ask host to stop transcription.

As the host, if a participant requests to stop transcription for My Notes:

1. As the host, you will receive the message "A participant has requested to turn off transcriptions".
2. (Optional) Select the Delete all Zoom AI generated assets checkbox to delete the transcript.
3. Tap Stop transcription to stop transcription, or tap Decline to continue to allow the use of transcription during the meeting.
   Note: If you tap Stop Transcription, transcription for My Notes and other in-meeting features utilizing transcription will also be stopped, including Meeting summary, In-meeting questions, and more.

While participants cannot request to stop the use of My Notes specifically, they can request to stop transcription during the meeting:

1. Join a meeting on the Zoom Web App.
2. At the top of the meeting panel, click the Transcription icon .
3. Click Ask host to stop transcription.

As the host, if a participant requests to stop transcription for My Notes:

1. As the host, you will receive the message "A participant has requested to turn off transcriptions".
2. (Optional) Select the Delete all Zoom AI generated assets checkbox to delete the transcript.
3. Click Stop transcription to stop transcription, or click Decline to continue to allow the use of transcription during the meeting.
   Note: If you click Stop Transcriptions, all in-meeting features utilizing transcription will also be stopped, including Meeting summary, In-meeting questions, Smart recording, and more.

Manage My Notes transcription from the Participants panel

1. Sign in to the Zoom Workplace desktop app.
2. Start a meeting.
3. Click Participants in the host controls to open the Participants panel.
4. (Optional) Click the drop-down menu located at the top-left corner and click Pop Out to separate the Participants panel from the meeting window.
   In the participants list, any participant currently utilizing My Notes will have the My Notes icon next to their display name
5. Hover over a participant and click More, and the following options will appear:
   • Stop notes transcription: Ends transcription for that specific participant.
   • Stop all notes transcriptions: End transcription for all participants.

Manage My Notes transcription from the host tools

1. Sign in to the Zoom Workplace desktop app.
2. Start a meeting.
3. Click Host tools , then click Participants.
4. Under Allow all participants to, click the Transcribe in My Notes toggle to enable or disable it.

Manage My Notes transcription from the Zoom AI icon

1. Sign in to the Zoom Workplace desktop app.
2. Start a meeting.
3. In the top right corner of the meeting window, click the Zoom AI icon .
4. Click Stop Zoom AI features.
   (Optional) Select the Delete all Zoom AI generated assets checkbox to delete the transcript.
   Note: If participants have already completed their notes, they will still have a copy of the transcript up to the point at which the host stopped transcription.
5. Click Stop Zoom AI.

Manage My Notes transcription from the Transcription icon

1. Sign in to the Zoom Workplace desktop app.
2. Start a meeting.
3. In the top right corner of the meeting window, click the Transcription icon .
4. Click Stop transcription.
5. (Optional) Select the Delete all Zoom AI generated assets checkbox to delete the transcript.
   Note: If participants have already completed their notes, they will still have a copy of the transcript up to the point at which the host stopped transcription.
6. Click Stop transcription.

Manage My Notes transcription for an individual participant

1. Sign in to the Zoom Workplace mobile app.
2. Start a meeting.
3. In the meeting controls toolbar, tap the More icon .
4. Tap Participants .
   In the participants list, any participant currently utilizing My Notes will have the My Notes icon next to their display name.
5. Tap a participant's name.
6. Tap Stop transcribing in My Notes.

Manage My Notes transcription for all participants

1. Sign in to the Zoom Workplace mobile app.
2. Start a meeting.
3. In the meeting controls toolbar, tap the More icon .
4. Tap Host tools .
5. Tap Participants, then tap the Allow everyone to use the meeting transcript with My Notes toggle to enable or disable it.