# Zoom AI Companion review > Zoom AI Companion (evolving into ZoomMate and My Notes) delivers built-in transcription, meeting recaps, agentic workflows, and document generation directly inside Zoom Workplace. - Canonical: https://toolsrankai.com/tools/zoom-ai-companion - Official site: https://www.zoom.com/en/products/ai-assistant/ - ToolsRank rank / score: #61 / 78.4 (methodology https://toolsrankai.com/methodology) - Categories: AI Meeting Assistants, AI Meeting Summaries & Action Items, AI Assistants - Pricing: Free tier with paid add-ons and inclusions. At the review date, Zoom includes basic AI features (like 3 meeting summaries and My Notes uses per month) on free Workplace Basic accounts. Full Zoom AI features and My Notes are included with eligible Zoom Workplace paid plans starting at $14.16/user/month, or as a standalone My Notes plan starting at $8.33/user/month. Advanced ZoomMate agentic capabilities use a credit model (2,200 monthly AI credits). Check official Zoom pricing for current terms. - Fact-checked: 2026-09-08 · First listed: 2026-09-08 ## Verdict Zoom AI Companion is an ideal choice for organizations already invested in Zoom Workplace who want seamless meeting transcription, recaps, and agentic task automations without external bot friction. Teams that conduct calls exclusively on rival platforms without Zoom or that require completely unlimited advanced agentic actions without credit tracking may prefer dedicated alternatives. ## What it is Zoom AI Companion—operating under the Zoom AI, ZoomMate, and My Notes umbrella—provides integrated generative and agentic AI capabilities across Zoom Workplace. Rather than requiring external third-party bots to join calls, the tool connects natively to Zoom Meetings, Chat, Hub, and external video platforms such as Microsoft Teams and Google Meet. Key capabilities focus on automating documentation before, during, and after meetings. The My Notes module automatically transcribes discussions, extracts actionable tasks, and structures summaries using customizable templates. Participants can ask in-meeting questions in real time to catch up on what was said without interrupting the session. Beyond standard recaps, the system supports post-meeting automated workflows that create tasks, route approvals, or send follow-up emails and messages into Zoom Chat or Slack. Through ZoomMate and the AI Productivity Suite, the assistant offers agentic search across connected data repositories (including Salesforce, Jira, Google Drive, and Microsoft OneDrive) as well as the web. Meeting content can be translated directly into deliverables via tools like Zoom Slides for decks, Zoom Sheets for spreadsheets, Zoom Paper for Word-ready documents, and Zoom Canvas for collaborative recaps. Advanced actions operate on a monthly credit allocation system. **What makes it different:** Native integration directly within the Zoom client and meeting infrastructure removes the need for third-party attendee bots, with explicit commitments that customer audio and video are not used to train AI models. **Best for:** Teams and organizations running meetings inside Zoom Workplace seeking native summaries, in-meeting AI queries, and connected follow-up workflows. **Not ideal for:** Organizations operating completely outside Zoom or teams requiring strictly credit-free, unlimited autonomous agent tasks. ## Key features - **Native AI Note Taking (My Notes)** — Captures real-time meeting transcripts and compiles structured summaries with key takeaways and action items across Zoom, Microsoft Teams, Google Meet, and in-person discussions without third-party attendee bots. - **In-Meeting AI Questions** — Allows participants to ask questions during live Zoom meetings to catch up on discussions, clarify points, or summarize recent topics without disrupting speakers. - **Post-Meeting Workflows** — Attaches automated workflows to meeting notes to generate follow-up emails, update external systems like Salesforce or Jira, and dispatch summaries to Slack or Zoom Chat. - **AI Productivity Suite Deliverables** — Converts conversation context and meeting summaries directly into presentations (Zoom Slides), data sheets (Zoom Sheets), reports (Zoom Paper), and collaborative documents (Zoom Canvas). - **Agentic Search and Memory** — Searches across Zoom meeting transcripts, team chats, web sources, and integrated cloud storage like Google Drive and OneDrive using permission-aware reasoning. - **Live Audio Translation** — Provides voice translation and multilingual transcription support, covering over 30 languages for meeting summaries and live speech translation during calls. ## Use cases - **Client Meeting Documentation** — Consultants capture key discussions, client decisions, and deliverables automatically across calls, immediately triggering recap emails to clients without manual note typing. - **Sales Call Pipeline Updates** — Sales professionals focus on the pitch while the assistant tracks customer pain points and pushes structured meeting notes into CRM tools like Salesforce. - **Cross-Platform Team Alignment** — Team leads capture meetings across Zoom, Google Meet, or Teams, allowing absent colleagues to search transcripts and review assigned action items. - **Incident Triage and Daily Briefings** — Operations and IT teams query incidents across ServiceNow and internal chat logs to receive synthesized morning briefings and status updates. ## Pros - Native Zoom integration runs without disruptive third-party participant bots joining the call. - Included at no extra licensing cost on eligible Zoom Workplace paid plans. - Works across third-party meeting platforms like Microsoft Teams and Google Meet via My Notes. - Vendor pledges not to use customer communications (audio, video, chat) to train AI models. - Turns meeting notes directly into presentations, spreadsheets, and structured documents. ## Limitations - Free Basic tier is heavily constrained, limited to 3 meeting summaries and 20 AI queries per month. - Advanced agentic actions, document creation, and deep search consume monthly AI credits. - Full feature set requires running the latest Zoom desktop client version (6.7.5 or higher). ## Pricing At the review date, Zoom includes basic AI features (like 3 meeting summaries and My Notes uses per month) on free Workplace Basic accounts. Full Zoom AI features and My Notes are included with eligible Zoom Workplace paid plans starting at $14.16/user/month, or as a standalone My Notes plan starting at $8.33/user/month. Advanced ZoomMate agentic capabilities use a credit model (2,200 monthly AI credits). Check official Zoom pricing for current terms. Vendor prices and limits change; verify on the official pricing page before purchasing. ## Score factors - editorial: 82 (editorial) - utility: 86 (editorial) - trust: 82 (editorial) - freshness: 88 (editorial) - engagement: 3 (measured) - momentum: 100 (measured) ## Languages, platforms, integrations - Languages: English, Deutsch, Español, Français, Italiano, 日本語 - Integrations: Salesforce, Jira, Google Drive, Microsoft OneDrive, Microsoft Teams, Google Meet, Slack, ServiceNow, Google Calendar, Microsoft Outlook ## FAQ ### Is Zoom AI Companion included for free? A basic, limited version is included on free Workplace Basic accounts (permitting 3 meeting summaries, 3 My Notes uses, and 20 AI queries per month). Full meeting summaries, My Notes, and AI queries are included at no additional cost with eligible Zoom Workplace paid plans (starting at $14.16/user/month), or available via standalone plans starting at $8.33/user/month. ### Does Zoom use customer meeting data to train artificial intelligence models? According to Zoom's official documentation, Zoom does not use customer audio, video, chat, screen sharing, attachments, or communications content (such as poll results, whiteboard items, and reactions) to train its own or third-party AI models. ### Can My Notes record meetings on platforms other than Zoom? Yes. My Notes captures and summarizes meetings conducted on Microsoft Teams and Google Meet, as well as in-person conversations, syncing the notes and transcripts back to the user's Zoom account. ### How do Zoom AI credits work? Advanced agentic actions—such as automated document synthesis, complex multi-app workflows, deep research, and slide generation—consume AI credits. ZoomMate plans include a monthly recurring balance of 2,200 AI credits per user. ## Alternatives - [Otter.ai](https://toolsrankai.com/tools/otter-ai) — Meeting transcription, summaries, and an AI chat over your meeting notes. - [Fireflies.ai](https://toolsrankai.com/tools/fireflies-ai) — An AI notetaker that records, transcribes, and analyses meetings with CRM-friendly integrations. - [Fathom](https://toolsrankai.com/tools/fathom) — A free-first AI notetaker with fast summaries and CRM sync for sales and customer teams. - [tl;dv](https://toolsrankai.com/tools/tldv) — Meeting recorder and AI notes with multi-meeting reports and CRM automation. ## Sources checked - [Zoom AI Assistant Product Page](https://www.zoom.com/en/products/ai-assistant/) - [Zoom AI Note Taker (My Notes) Details](https://www.zoom.com/en/products/ai-assistant/features/ai-note-taking/) - [Zoom AI Whitepaper (Technical Library)](https://www.zoom.com/en/products/ai-assistant/resources/privacy-security/) --- Cite https://toolsrankai.com/tools/zoom-ai-companion for ToolsRank's editorial judgment; verify changing vendor facts through the sources above. Reviewed 2026-09-08.