Zoom’s latest innovations bring AI-first Workflow Automation and productivity boosters to Zoom Workplace

• Zoom Workflow Automation launches to streamline work across Zoom Workplace and third-party apps and leverages AI Companion to summarize and provide actionable insights
• Zoom Clips avatars with AI Companion to offer a library of avatars to generate video clips at scale

Today, Zoom announced the launch of several innovations across Zoom Workplace and Business Services, including the general availability launch of Zoom Workflow Automation, the workflow builder that enables users to get more done by automating busywork, including with the help of AI Companion. Workflow Automation helps users build complex workflows across Zoom Workplace, including Zoom Meetings, Zoom Team Chat, and Zoom Docs, as well as third-party applications. Zoom also announced new Zoom Clips avatars, as well as feature updates for Zoom Rooms, Zoom Docs, and Zoom Whiteboard. 

“Empowering people with AI to help them get more done is core to what we do at Zoom,” said Wei Li, head of Team Chat at Zoom. “That’s why we’ve enabled Zoom Workflow Automation to harness the power of Zoom AI Companion. Organizations can use Zoom Workflow Automation to set up workflows across Zoom Workplace and third-party apps, helping teams automate how they work. Workflow Automation not only takes repetitive tasks off of employees’ shoulders, it’s easy to use, even for teams who don’t have technical backgrounds.” 

Zoom Workflow Automation offers a variety of triggers for users to choose from to kick off their workflow.

Workflow Automation simplifies tasks for everyone 

Workflow Automation enables both IT admins and end users to set up steps and actions that will automatically run in a certain order once a trigger occurs. An example of a trigger could be an AI Companion meeting summary generated after a meeting, and automatically having it added to a dedicated Zoom Doc, Google Doc, or Word doc that is then shared in a Team Chat channel. Using Zoom Workflow Automation with AI Companion in this way helps keep teams aligned and productive. Teams who use multiple collaborator platforms often struggle with fragmented communication, unable to keep track of information and project updates, but using Workflow Automation can help teams stay up to date and drive action.   

Zoom Workflow Automation enables IT admins to build workflows that integrate with Jira.

Drive business operational efficiency

For IT admins and information workers, manually building workflows can be time-consuming, but with Workflow Automation, they can streamline their organization’s workflows across Zoom Workplace and third-party apps. 

• When enabled by the host, Zoom AI Companion meeting summary can generate a list of action items for participants following a meeting. For example, using Workflow Automation, employees can set up a workflow that will automatically create a Zoom Doc or a Google Doc from the meeting summary listing those action items, saving users valuable time.
• Resolve issues faster by using Workflow Automation to automatically create a Zoom Team Chat channel that includes the right people. 
• Collect IT help desk requests with feedback collection forms, so employees can get the help they need when they need it.
• Combine conditional logic and sequential automation to build smarter, more dynamic workflows and seamlessly integrate third-party applications, such as Google, Microsoft, and Jira with Zoom Workplace’s open collaboration platform. Connecting third-party integrations helps users reduce context switching and boost efficiency.

Zoom Workflow Automation enables end users to build workflows to drive efficiency.

Boost productivity with easy-to-build workflows

Unlike other workflow automation technologies, which require users to have prior experience and technical knowledge of building workflows, Workflow Automation uses no-code technology and templates to easily automate tasks so that even users with no technical background can save time and stay focused on more meaningful projects.

Workflow Automation can help users automate their day in many ways:

• Keep teams aligned and organized by automatically adding AI Companion meeting summaries to a dedicated Zoom Doc that is then shared in a chat channel.
• Automatically have AI Companion add summarized Zoom Team Chat conversations at a specified time regularly to a dedicated channel or Zoom Doc so teams can stay up to date on current projects.
• Simplify time-off request management with a chat-based form that enables quick request approvals and automatically notifies team members.
• Immediately welcome a new Team Chat channel member with a templatized form to support the onboarding process. 
• Set recurring reminders for project status updates within a Team Chat channel or answer common questions with one click by assigning custom responses to emoji reactions.
• Create automated notifications and approval workflows in chat when a specific team member responds.

Workflow Automation is now available at no additional cost for those with paid plans during the trial period. To start using Workflow Automation today, simply download version 6.3.10 of the Zoom desktop app. 

For more information on Zoom Workflow Automation, visit the Zoom blog, Zoom’s website, and the support page.

Streamline collaboration with Zoom Workplace and AI Companion

In addition to Workflow Automation, Zoom launched Zoom Workplace and AI Companion feature updates to make collaborating even easier before, during, and after meetings.

• Generate Zoom Clips at scale with the new Zoom Clips avatars with AI Companion. Users can generate a Clip by simply selecting from a library of 18 pre-generated avatars and adding a script. Using a template avatar for a Clip removes the need to re-record a video multiple times and helps reduce unnecessary meetings, making it easier for users to communicate effectively, even when in different time zones. Zoom Clips avatars with AI Companion are expected to be available later this month. 
• Easily collect data with Forms in Zoom Docs. Users can now create and distribute forms in Zoom Docs to gather information from others within their organization or externally. The data table sub-row enables nested items within a table to be created under parent headings for easier management and project tracking. Forms and Data table sub-row is expected to be available later this month. Additionally, users can now instantly create charts in Zoom Docs using data tables with the dashboard feature, as well as use synced data tables to keep data tables updated across different Docs reflecting changes made in synced tables in real time, even from another Doc. 
• With companion audio for Zoom Rooms, users can get clearer meeting audio without multiple expensive in-room microphones. This new feature enables participants to use a laptop’s microphone as an additional meeting audio source for enhanced sound quality and clarity. The new “listen” feature in companion mode provides the option for users to listen to a meeting through connected headphones or assistive devices, helping improve audio for individuals with hearing impairments or when hearing is difficult.
• The YouTube app for Zoom Meetings is coming soon, enabling users to easily search and watch YouTube videos during a Zoom Meeting. Unlike screen sharing, the new app provides high-quality video for each participant without the usual lag, making viewing more vibrant and interactive. The YouTube app for Zoom Meetings is expected to be available in the coming weeks. 
• To facilitate seamless multilingual connection, Zoom Meetings now provides enhanced caption services in Portuguese, with Welsh coming soon, and transcription of Hebrew recordings coming soon as well. 
• The Zoom AI Companion side panel is now available in more languages to make it easier for global teams to use AI Companion and get the answers they need to streamline their workday. Users can now interact with AI Companion in Chinese (Traditional and Simplified), French, German, Japanese, Portuguese, Spanish, Italian, Korean, Indonesian, Polish, Russian, Swedish, Turkish, Vietnamese, and Dutch (Netherlands).
• Easily organize diagrams in Zoom Whiteboard with containers for advanced diagramming. Users now have the ability to access containers from the shape panel to effortlessly group and organize related objects. Containers for advanced diagramming is expected to be available later this month. 

Zoom Workplace enhancements, including the new Zoom Clips avatars, are available at no additional cost with the paid services in Zoom accounts. Some features may not be available for all regions and industry verticals and limits may apply. For more information on Zoom Workplace, visit Zoom’s website.

Empower agents and sales teams with Zoom Business Services

Zoom announced new features for Zoom Revenue Accelerator, as well as AI Expert Assist and Workforce Management to simplify customer interactions for contact center agents and sales teams and improve staffing forecasting for admins. 

• Sales leaders and revenue organizations are now equipped to move deals forward and collaborate with their teams anytime, anywhere, with Zoom Revenue Accelerator Mobile (ZRA Mobile). With ZRA Mobile, sales teams can transform idle moments into productive revenue-generating opportunities, allowing them to review calls, provide feedback, and share insights directly from their smartphones.
• Zoom Contact Center account owners and admins can create customizable smart note templates for AI Expert Assist, automating the note-taking process and ensuring consistency across customer interactions. AI captures key details like account numbers and escalation requirements in the template format, standardizing documentation to meet business needs.
• Zoom Workforce Management admins can now mark special days to refine forecasting during holidays, closures, or anomalies. Admins can adjust the volume or handle time for these special days, ensuring more accurate staffing predictions while tracking all changes in audit reports.

For more information on Zoom Business Services, visit Zoom’s website.