Description
Never miss a decision or action item again. My Notes by Zoom automatically captures call details across Zoom Phone, Zoom Meetings, and in-person conversations, so you can stay focused on the conversation instead of taking notes.
In this tutorial, you'll learn how to use zoom My Notes from setup to everyday use. We walk through admin setup in the Zoom portal, how to turn on auto-start for every call, and a live conference call demo. You'll also see how to catch up on a call you missed, ask follow-up questions about action items after a call ends, switch a live call to mobile without losing notes, and generate summaries and weekly activity reports.
Perfect if you want an AI note taker built into your Zoom Meeting and Zoom Phone workflow to boost productivity and follow-through.
*What you'll learn:*
* Set up My Notes in the Zoom portal
* Turn on auto-start for every call
* Live demo: capture notes on a conference call
* Catch up on a call you missed
* Ask follow-ups and track action items
* Switch a call to mobile seamlessly
* Generate summaries and weekly activity reports
*Chapters:*
0:00 Sticky Notes and the Problem with Manual Notes
0:11 Introducing My Notes by Zoom
0:40 Setup Overview
1:00 Admin Settings in the Zoom Portal
1:43 Auto-Generated Summaries and Emails
2:20 Enabling My Notes and Seeing It in Action
2:30 Setting Up Auto-Start for Every Call
2:55 Placing a Phone Call and Joining a Conference Call
3:16 Live Demo: Weekly Project Sync
3:41 Navigating the My Notes Panel
4:31 Asking Questions During a Call
5:03 Catching Up on a Call You Missed
5:54 Switching a Call to Mobile
6:24 Automatic Summaries When a Call Ends
6:44 Asking Follow-Up Questions After a Call
7:16 Reviewing the Summary Panel
7:39 Customizing Summary Formats
7:53 Notes Across Zoom Meetings, Phone, and In-Person Conversations
8:16 Weekly Activity Summaries
8:45 Wrap-Up
Enable My Notes on your next call and try it yourself.