Zoom expands My Notes & agentic search across several workplace apps

Zoom has launched My Notes on mobile and expanded its agentic search tools, extending its AI note-taking and search features across Zoom and several workplace applications. The mobile version of My Notes is designed to capture and organize conversations from Zoom meetings and in-person discussions. My Notes was introduced earlier as an AI-based personal note-taking tool. With the mobile release, users can record, transcribe and summarise in-person conversations on a phone, with notes synchronised between mobile and desktop.

Most note-taking tools capture conversations, but few help finish the work that results from them. My Notes is an AI-first personal notetaker that works across video conferencing platforms—Zoom, Microsoft Teams, Google Meet— and in-person conversations. It doesn't just transcribe; it captures, organizes, and converts every discussion into actionable next steps, right where the conversation happens.

With My Notes now on mobile, users can capture and act on conversations from Zoom and in-person meetings, staying present in the moment while AI handles documentation and initiates next steps.

“Work happens everywhere, and now notetaking can come with you, enabling you to never miss an important insight or key decision, whether in a virtual meeting or a spontaneous coffee shop meet up,” said Russell Dicker, chief product officer at Zoom. “My Notes is a key part of taking conversations to completion, which allows work to move forward seamlessly, so you can focus on the people in front of you instead of worrying about how to reconstruct the conversation context later.”

Key capabilities:

·         Capture conversations where you work: Record, transcribe, and take notes, whether in a Zoom, Microsoft Teams, or Google Meet meeting, on a call, or during an in-person conversation. No bots or third-party apps required.

·         Stay present while AI handles the details: My Notes automatically generates concise summaries, extracts action items, and tracks decisions, so you can focus on the conversation instead of documenting it.

·         Turn conversations into action instantly: Trigger automated workflows directly from My Notes from a desktop to send follow-up emails or create tasks, so next steps happen while context is still fresh. Workflows are available to both hosts and participants.

·         Work across platforms and devices: My Notes works across Zoom, Microsoft Teams, Google Meet, and in-person conversations, with notes and transcripts syncing seamlessly between mobile and desktop. One continuous record, no matter where the conversation happens.

·         Keep it personal or share it: Notes stay personal by default, but users can share summaries with their team via Zoom Canvas, Chat, or Slack, and create reusable templates for recurring meeting types like 1:1s, brainstorms, or client calls.

·         Included with Zoom Workplace: My Notes on mobile will be available later this month with paid Zoom Workplace plans and as a standalone offering for $10 per user per month.

·         Workflows inside Meetings: Users can now trigger workflows directly before, during, and after meetings in My Notes on desktop, automating follow-ups without juggling multiple tools. Select predefined templates designed for a specific role (Sales, Marketing, IT, HR) or the custom workflows users created earlier when scheduling a meeting, attach them during the session, and manage follow-up actions in My Notes on desktop afterward.