The Brief: Zoom has announced new agentic AI capabilities for Zoom AI Companion, expanding its role from an assistive tool into a more proactive workplace collaborator.
The update introduces features such as My notes and Personal workflows, both currently in beta and expected to become generally available later this month. These capabilities are designed to help users capture meeting insights, automate follow-up actions, and streamline routine tasks across meetings held in Zoom, third-party platforms, and in-person settings.
The new functionality is included with paid Zoom Workplace accounts or available through a standalone plan, with limited access for free users.
Read full details of the announcement about Zoom AI Companion at news.zoom.com.
Analyst Perspective: Zoom’s update introduces a clear attempt to reduce the manual steps that typically follow meetings. By connecting note capture with automated actions, the company is addressing gaps that often delay progress after conversations conclude.
The design choices suggest an effort to accommodate hybrid work patterns where meetings occur across platforms and formats. Consolidating personal notes and related actions into one system may reduce fragmentation without requiring users to change how they meet.
The update also underscores Zoom’s intent to make AI assistance more context-aware. Instead of offering generic summaries or prompts, the system responds to individual inputs and behaviors over time.
My Notes gives users a simple way to keep all their meeting notes in one place, even when meetings happen in different settings.
For example, users can write down quick thoughts during a conversation while AI Companion adds helpful details using the meeting transcript, when available. Through this, the final recap highlights what matters most, including key decisions and next steps.
In addition, My Notes works across Zoom Meetings, in-person discussions, and third-party platforms. All notes are stored in Zoom Hub, so there is no need to search through multiple tools.
For in-person conversations, the mobile voice recorder can capture discussions on the spot. Soon, web users will also be able to use transcription in a browser.
Altogether, the feature helps preserve important information without interrupting the flow of conversation or adding extra work afterward.
Personal workflows introduce automation for common actions that follow meetings or ongoing projects.
Users describe desired actions using plain language, and AI Companion creates workflows that run automatically. Examples include drafting follow-up messages or sending scheduled updates to teams. Role-based templates simplify creation while allowing users to refine logic and output. This avoids complex setup processes commonly associated with automation tools.
By integrating workflow execution into Zoom Workplace, the feature supports consistency in communication and task management while reducing reliance on separate systems.
The update also adds several improvements that help AI Companion deliver more relevant and accurate responses.
Team Chat data now contributes to AI Companion responses, which means it can draw on ongoing workplace conversations to provide clearer and more informed answers. In addition, users can fine-tune pre-built conversation starters through the web interface, allowing responses to match individual communication styles better.
Beyond text, AI Companion can now review uploaded images and documents, including charts, whiteboards, PDFs, and text files. These additions are designed to help users retrieve information quickly and act on it with fewer steps, especially during fast-moving projects.
Through adding agentic AI capabilities directly into products users already rely on, Zoom strengthens the overall experience without asking customers to adopt new systems or workflows.
Organizations that manage frequent meetings, distributed teams, or high volumes of follow-up communication are likely to benefit most, particularly knowledge workers, sales teams, project managers, and customer-facing roles.
That said, introducing more automation can raise concerns around accuracy, control, and user confidence. These challenges can be addressed through clear visibility into how workflows run, flexible customization, and gradual feature rollout that allows users to build trust over time. Ensuring consistent performance across different meeting platforms and data sources will also be essential.
Looking ahead, these updates suggest Zoom is taking a steady, intentional approach to AI development. If future updates continue to improve context handling, user control, and integration across the product lineup, AI Companion could become an increasingly dependable part of everyday work, supporting execution without adding complexity.
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