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Zoom Unveils Custom AI Companion to Drive Workday Efficiency

3 minute read
Sheryl Hodge avatar
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SAVED
Collaboration provider expands agentic AI integrations across third-party apps and platforms to power productivity for modern teams.

In Brief

  • Agentic Integration — Zoom AI Companion now connects with 16 third-party apps to execute tasks across workflows without leaving Zoom.
  • Custom AI Access — New add-on enables AI Companion to join meetings on Google Meet, summarize conversations, and create custom avatars and summaries.
  • Workforce Enablement — From sales to service to education, teams gain tools to reduce busywork and focus on high-value connection.

Zoom launched a major expansion of its AI Companion platform on July 9, introducing a suite of agentic AI capabilities aimed at reducing manual workflows and improving productivity across business functions. The release includes a Custom AI Companion add-on, which enables Zoom’s AI to connect with 16 third-party platforms including ServiceNow, Asana, Jira, Box, Workday and Google Meet.

According to Zoom officials, this rollout delivers on the company’s promise of an AI-first collaboration experience by helping users move beyond conversation capture into true cross-app task orchestration.

Smita Hashim, chief product officer at Zoom, said the new capabilities allow teams to “streamline their workflows by having AI Companion join their Zoom Meetings and in-person meetings,” while also expanding AI reach to third-party meeting platforms.

Table of Contents

Agentic AI Meets Everyday Workflows

The AI Companion’s new orchestration features allow users to trigger actions, update records and access knowledge across connected apps without leaving Zoom. Use cases span across core enterprise functions:

  • Sales and service: When connected to CRMs and support platforms like ServiceNow and Zendesk, AI Companion helps reps update opportunities, resolve tickets and summarize interactions in real time.
  • Project management: Integration with Asana and Jira enables users to assign tasks, update deadlines and check status from within meetings or post-call summaries.
  • Document collaboration: AI Companion accesses files across Microsoft OneDrive, Google Drive, Box, Notion and more to summarize content, generate new documents and streamline meeting prep.
  • Recruiting and HR: Connected to Workday, the AI can surface candidate details, summarize interviews, and accelerate onboarding with contextual insights.

Related Article: Zoom Expands Agentic AI Skills Across Zoom Workplace

Expanded Reach Through Custom Add-on

The Custom AI Companion add-on, now available for online purchase, extends AI Companion’s capabilities to users on platforms beyond Zoom. Small businesses, educators and consultants can use it to summarize meetings on Google Meet, with Cisco Webex support coming soon.

Key capabilities of the Custom AI Companion add-on

Each feature is designed to help small businesses, educators and independent professionals enhance productivity across tools and platforms.

FeatureDescription
Cross-platform meeting supportJoin and summarize meetings across platforms like Google Meet, with Cisco Webex support coming soon. Includes transcription and action-item follow-ups.
Custom avatars for Zoom ClipsCreate personalized avatars for use in AI-generated video content to scale outreach and communication efforts.
Customizable summary templatesSelect from 11 pre-built meeting summary templates tailored to various tones, formats and goals.
Knowledge expansion toolsConnect external drive accounts and crawl public URLs while maintaining permission controls to enrich AI responses.
Pricing$12 per user per month with a paid Zoom Workplace plan.

Core AI Companion Capabilities

Zoom continues to evolve the core AI Companion toolset—available at no additional cost with paid licenses—to support a more connected, proactive digital workplace:

  • Real-time Q&A during Zoom Phone calls and post-call summaries.
  • Agenda generation using templates or previous meeting data.
  • Document summarization inside Zoom Team Chat threads.
  • Voice Recorder for in-person meetings to capture notes and actions.
  • Calendar-based access to recordings, summaries and event details, with integrated sharing options.
  • Automatic summary sharing to external tools like Microsoft Teams (coming soon).

Zoom Workplace Continues AI-First Transformation

Zoom’s broader strategy centers on Zoom Workplace—an open collaboration platform with embedded AI designed to unify productivity and communication. New updates to Zoom Docs and Zoom Clips further reinforce the company’s investment in AI-powered workflows.

  • Track document changes and publish Zoom Docs as public web pages.
  • Merge multiple Zoom Clips into a single video with previews and non-destructive edits.

Zoom Background

Zoom’s mission is to provide an AI-first work platform for human connection. Through Zoom Workplace, the company helps teams ideate, collaborate and deliver meaningful work across locations and time zones.

In addition to workplace productivity, Zoom Business Services support sales, marketing and customer service functions including Zoom Contact Center. Founded in 2011, Zoom is headquartered in San Jose, Calif., and is publicly traded on NASDAQ under the symbol ZM.

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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:

Main image: Jammy Jean | Adobe Stock
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