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← How-to guides

AI note taker for Zoom

Deepu Nair· CEO, Sunnyside AIUpdated 12 Nov 20264 min

The short answer

In a Zoom meeting, hover over the Zoom AI icon, tick Meeting summary, then click Start Zoom AI. You need a paid Zoom Workplace plan with the setting on, and only the host or a co-host can start it. Zoom emails the summary and keeps it in the web portal. For a way with no bot, use Sunnyside AI.

The steps

  1. 01
    Check the planZoom lists paid Workplace plans: Pro, Pro Plus, Business, Business Plus and Enterprise. It does not list Basic (Free).
  2. 02
    Turn the setting onAn account owner, an admin or you can switch on Meeting summary with AI in Settings, unless it is locked.
  3. 03
    Hover over the Zoom AI iconIt is at the top right of the meeting window.
  4. 04
    Tick Meeting summaryAdd Generate transcript if you want one. Then click Start Zoom AI.
  5. 05
    Know who gets itAn admin picks: the host only, the host and co-hosts, invitees in your organization, or all invitees. Ad hoc joiners get none.
  6. 06
    Find the summaryZoom web portal, My account, Summaries, or the email. Only the host can edit or delete it.

Which way to choose

Zoom's summary is only for the plans and hosts Zoom lists. For any other seat, there is a way that needs neither.

Compared onZoom meeting summaryA bot note takerSunnyside AI
Who can start itThe host or a co-hostWhoever invites the botYou, on your own computer
Plan neededA paid Zoom Workplace plan with the setting onAn account with the bot serviceThe desktop app on a Mac or Windows computer
Who gets itSet by an admin, from the host only to every inviteeThe bot's owner and who they share withYou
Works on a free Zoom planZoom does not list Basic (Free)Depends on the botYes

Limits

  • Sunnyside AI does not email the notes to the whole meeting. They stay in its app until you share them.
  • It runs on a Mac or Windows computer, not on a phone or a tablet.
  • It is built for sales calls, not lectures or interviews.
  • It does not replace telling people. Say at the start of the call that you take notes.
Discovery call · meet.google.com18:42
Claire Dunn on a video callClaire Dunn · Meridian Group
18:42
“Can you send the security document by Thursday?”
Draft ready: the security document to Claire, due Thursday, with the date in the subject.
From your notes · 3 s after Claire said it

On a real call, this is what you would see

Sunnyside AI writes the notes while the call is fresh, and no bot joins.

Try Sunnyside AI free

Questions people ask

Can a participant start the Zoom summary?

No. Only the host and co-hosts can start or stop it from the meeting controls.

Does the Zoom summary work in breakout rooms?

No. Zoom lists breakout rooms as not available.

What marks that Zoom AI is on?

A coloured diamond shows in the meeting while it is running. The summary covers only the time it ran.

Is it legal to take notes with an AI note taker?

It depends on where each person is. Tell people at the start of the call and ask.