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 organise conversations from Zoom meetings and in-person discussions. The broader search update connects information across Zoom products and third-party systems including Microsoft Teams, Google Meet, Salesforce, Workday and ServiceNow.
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.
On desktop, the service also works across Zoom, Microsoft Teams and Google Meet meetings. It generates summaries, extracts action items and tracks decisions, while letting users trigger workflow automations such as follow-up emails or task creation from within My Notes.
Zoom is also adding workflow tools directly into the desktop meeting process. Users can attach prebuilt or custom workflows before a meeting, use them during the session and manage follow-up actions afterwards in My Notes.
Both hosts and participants can use those workflows, and users can review, edit and approve workflow steps before actions are completed.
My Notes is included in paid Zoom Workplace plans, and Zoom also plans to offer it as a standalone product for USD $10 per user per month.
Search expansion
Alongside the note-taking changes, Zoom has widened the reach of its agentic search product for Custom AI Companion. The tool now queries 10 available third-party connectors and adds support for Salesforce account information, Workday employee records and time-off balances, and ServiceNow ticket and incident data.
Search also spans Zoom Meetings, Chat, Phone and Canvas, aiming to let users retrieve answers from different workplace systems in one place instead of switching between multiple applications.
The update reflects a broader push by software providers to move beyond meeting transcription into post-meeting task management, tying notes, summaries and business system data more closely to follow-up work.
Zoom is also introducing a plugin for OpenAI Codex that uses agentic search to bring meeting information, including My Notes content, into software development workflows.
Another part of the update is the rebranding of Zoom Docs as Zoom Canvas. Zoom describes Canvas as a workspace for turning meeting notes, data and discussion outputs into structured plans and shared documents.
Mobile focus
The mobile launch highlights Zoom's effort to cover conversations that happen outside formal video meetings. Users will be able to capture in-person discussions on mobile devices, though recording support currently applies only to in-person conversations and not to third-party mobile meeting apps.
Note-taking and action tracking often break down when meetings move between platforms or take place informally away from desks. By linking mobile capture to desktop workflows, Zoom is trying to keep a single record of decisions and actions across different settings.
Russell Dicker, Chief Product Officer at Zoom, said portability is central to the product's appeal. "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," he said.
He added: "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."