Zoom headquarters in San Jose, California. Zoom Video Communications, Inc is an American communications technology company.  
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Zoom Launches My Notes and Personal Workflows in AI Companion Push

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Sheryl Hodge avatar
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Zoom expands agentic AI with automated note-taking across meeting platforms and natural-language workflow tools.

Zoom's AI Companion got an upgrade today with two new features: My notes and Personal workflows. The company describes the Feb. 11 launch as an evolution for AI companion "from an assistant to a workplace collaborator." The features aim to anticipate user needs rather than simply respond to commands, according to the company announcement.

Both features are included with paid Zoom Workplace accounts or a standalone plan; free users have access with monthly usage limits.

Inside My Notes and Personal Workflows

My notes captures and enriches meeting notes across Zoom Meetings, Microsoft Teams, Google Meet and in-person discussions. The feature includes a central hub to find meeting notes, regardless of the platform used for the meeting. In person meetings are captured by a voice recorder on the mobile client or through a web browser with Transcribe, expected in late February.

Zoom AI Companion's Note Taker
Zoom

Personal workflows, currently in beta with general availability expected later this month, helps users automate repetitive tasks with natural language commands. Role-based templates ease setup for users through recognition and support for common workflows in that role.

example of Zoom AI Companion personal workflow in action
Zoom

Additional AI Companion Capabilities

Personal workflows and My notes weren't the only additions to Zoom AI Companion announced today. Additional tools include:

CapabilityDescription
Image uploadAnalysis of PDFs, images and text documents
Team Chat integrationAI Companion 3.0 access to organizational chat data
Customized startersBrowser-based tool to adjust tone, wording and style of messages

Zoom's AI-First Transformation

Zoom has aggressively repositioned itself as an AI-first enterprise collaboration platform, moving well beyond its video-meeting roots. The company followed a steady feature release schedule in 2025, rolling out AI-powered workflow automation in February, new agents and AI agent skills in March and unveiling Workflow Automation — a no-code tool allowing business users to streamline processes without IT intervention — in July.

In September 2025, the company launched AI Companion 3.0, introducing custom AI agents through Zoom AI Studio, cross-platform support for Microsoft Teams and Google Meet, and agent-to-agent integrations, starting with ServiceNow. In November 2025, Zoom acquired BrightHire, an AI-powered hiring intelligence platform.

Enterprise momentum accelerated in the second half of 2025. Zoom earned its first inclusion in Gartner's 2025 Magic Quadrant for Contact Center as a Service in September. The company subsequently raised FY26 revenue guidance to $4.85–$4.86 billion.

How Agentic AI Transforms Meeting Productivity

Agentic AI is reshaping how organizations capture, process and act on meeting information — delivering measurable gains while demanding careful governance.

AI meeting tools eliminate what one expert called the "meeting productivity killer: frantic note-taking," according to earlier Reworked reporting. One AI firm found these tools can save up to 50% of follow-up time.

Organizations implementing AI meeting tools must address several areas, as industry experts recommend: establish policies on recording permission and data storage, implement consent protocols and require human vetting of AI summaries before distribution.

AI meeting recording tools are facing a wave of litigation over consent violations, with cases like Galanter v. Cresta Intelligence, Lisota v. Heartland Dental and Sharp HealthCare all alleging that AI tools recorded conversations without obtaining the all-party consent required under state wiretap laws.

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About the Author
Sheryl Hodge

Sheryl Hodge is assistant managing editor at Simpler Media Group, where she plays a vital role in keeping the editorial operations running smoothly across the company’s three sites: CMSWire, Reworked and VKTR. Known for her organizational skills and attention to detail, Sheryl acts as the glue that binds the publications together, ensuring that workflows remain seamless and deadlines are met. Connect with Sheryl Hodge:

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