ZoomMate Updates & Release Notes

New, enhanced, and changed features

General features

New or enhanced feature

Send meeting data action node for workflows

Users can use the Send Meeting Data action node in their workflows to send customized meeting summaries to multiple first-party and third-party app destinations in a single, reusable workflow step. The node allows users to edit the meeting title and summary content, and each destination app provides its own set of configuration fields based on that app's requirements. Users can manage destinations independently, adding, updating, or deleting them, without affecting other configured destinations. This node is built on a consistent template to support standardized summary delivery across use cases. Post-meeting, the workflow automatically routes the summary to all configured destinations, helping to remove the need to manually copy or reformat content across tools.

New or enhanced feature

Enhancements to meeting criteria filters for the My Notes trigger

Users can apply meeting criteria filters to the My Notes trigger in personal workflows to control which meetings activate their automations. Available filters include all notes, notes from external meetings only, notes from internal meetings only, notes from meetings whose topic contains a specific keyword, notes from meetings with required participants, and notes from meetings within a defined date range. Keyword-based topic filtering also supports recurring meeting series. These filters mirror the options already available in the meeting trigger, giving users consistent and declarative control over when their workflows run.

New or enhanced feature

Enhancements to HTML file support in the AI reasoning node

Users can upload an HTML file as a Resource within the AI reasoning node in Workflow. The uploaded file is processed as text, allowing the AI to read and interpret its full HTML structure, layout, and styling. Users can then prompt the AI to generate new HTML content, such as meeting summary emails, that follows the uploaded file as a template. This reduces the need to describe complex HTML structures in plain text or manually reformat AI-generated output before use.

New or enhanced feature

Enhancements to custom meeting summary drop-down in Meeting and MyNotes triggers

Users can select admin-deployed summary templates from the custom meeting summary drop-down field within Meeting and MyNotes triggers in ZoomMate workflows. Admins deploy these templates through ZoomMate, making them available for users to apply directly when configuring trigger-based automations. When a template is selected, the trigger automatically generates meeting summaries using the predefined structure, such as key discussion points, action items, and next steps. This allows organizations to maintain consistent meeting documentation across automated workflows without requiring users to manually configure summary formatting each time.

New, enhanced, and changed features

Admin features

Admin-deployed workflows using the My Notes trigger

Account owners and admins can deploy and enforce automated workflow runs for their users using the My Notes trigger, which activates whenever a note is created or updated. Admins can deploy these workflows organization-wide, meaning all users benefit from automated post-note processing without any individual configuration required, or among selected users or groups. Supported downstream actions include task creation, notifications, and data capture, etc. This allows organizations to standardize how notes are acted upon across teams consistently.

General features

Zoom Workspace nodes in workflows

Users with a Zoom Workspace license can access Workspace-specific action nodes when building workflows. The Find a Workspace action node supports searching by user, meeting, or workspace name. Together, these nodes allow users to automate workspace management tasks, such as routing notifications across teams based on room or desk booking activity.

Workflow tab within a channel

Users can access a dedicated Workflow tab directly within a channel, allowing them to view and manage workflows without leaving their current context. The tab surfaces relevant workflow activity associated with the channel, such as quick access, feature, and list of running workflows. This keeps workflow actions and status visible alongside channel conversations.

Workflow Model Context Protocol server for agentic solutions

Users can integrate the Workflow Model Context Protocol server into their agentic solutions and applications, enabling AI agents to invoke pre-defined workflows from Zoom AI Workflows through simple calls rather than constructing workflow logic dynamically. The server provides a centralized repository of workflows that agents can trigger for multi-step processes such as identity verification, notifications, and escalation procedures. This separation of workflow logic from agent logic reduces agent complexity and produces more consistent, reliable process execution. Users can also use ZoomMate skills within the AI reasoning node and call custom skills created in the AI reasoning node from ZoomMate, allowing teams to update and optimize workflows centrally without modifying agent code. Learn more about Zoom Workflows MCP Server.

Workflow automation support for abandoned Zoom Phone queue calls

Users can build workflows triggered when a caller abandons a Zoom Phone queue, with the trigger providing metadata including the caller's number, queue, timestamp, and wait duration. This enables automated follow-up sequences, such as sending a personalized SMS reply to the caller or routing the event through conditional logic based on contact data from third-party tools like Salesforce. The new trigger node integrates with existing workflow actions, supporting multi-step automations that respond to missed queue interactions consistently and without manual monitoring. Note: Requires a separate license to Zoom Phone.

Meeting participant joined trigger for Workflows

Users can add a new "When anyone joins my meeting" trigger node to the Workflow designer, which fires once each time an individual participant enters a live meeting owned by the workflow's user or account. Unlike existing meeting-level triggers that fire at meeting creation, start, or end, this trigger provides rich participant context, such as participant identity and join time, that downstream workflow actions can reference immediately. This enables real-time automations including personalized welcome messages, VIP arrival alerts sent to the host, attendance logging, and updates to external systems the moment a specific person enters the meeting. Hosts can also apply filters within the workflow to branch logic based on participant attributes, such as email domain or name, without waiting for the meeting to end.

Enhancements to Workflows regional availability

Users in the EU can access and use Workflows directly. This expansion allows users in these regions to create and run automated workflow sequences while supporting organizations with data residency requirements.

Enhancements to rich text editing for chat action nodes in workflows

Users can compose messages in chat action nodes, such as Send Message to a Channel, using a rich text composer instead of raw Markdown. The composer provides a visual editing experience that better reflects how messages will appear when delivered in chat. The underlying Markdown protocol is updated so that mentions and hyperlinks render correctly in the resulting messages. This resolves previous inconsistencies where formatted content appeared malformed or interactive elements failed to function as intended.

Enhancements to recurrent workflow trigger control in My Notes

Users can select meeting trigger criteria, such as all meetings or internal meetings only, when creating recurrent "Send meeting summary to" workflows through My Notes' New Workflows experience. Once a workflow is active, its trigger information is displayed inline on the running workflow, giving users visibility into how the workflow is configured.

Enhancements to meeting-end trigger workflow visibility in My Notes attach workflow

Users can view and attach all workflows with meeting-end triggers in the "attach workflow" section of My Notes, regardless of which "Which meetings to monitor" scope was selected during workflow configuration. Previously, only workflows configured to monitor all meetings appeared in this list. With this change, both "When meeting ends and summary created" and "When meeting ends" trigger types are listed in full, giving users access to their complete library of meeting-end triggered workflows. This allows users to select and attach the most relevant workflow to their notes without needing to reconfigure existing workflows.

Enhancements to meeting summary destinations in My Notes workflows

Users can send AI-generated meeting summaries to additional destinations directly from the New Workflows section of My Notes, including HubSpot, OneDrive, Dynamics 365, Google Drive, Confluence, Notion, Salesforce, Zoom Canvas, Zoom Mail and more. After a summary is sent to a document or CRM platform, a result link to the created record or document is provided. The supported destinations are also available within Workflows Builder, including conversational user interface, AI reasoning nodes, and app-specific action nodes.

Enhancements to in-progress workflow visibility in My Notes

Users can click on any in-progress workflow running in My Notes to view detailed progress information, including the current step being executed and the number of steps remaining. This interactive progress view surfaces real-time status details so users can track where a workflow is within its sequence at any given moment.

Enhancements to attach workflow experience in meeting scheduling and My Notes

Users can access an updated attach workflow experience with a "Send meeting summary" option that allows them to select a destination for meeting summaries directly from My Notes and meeting scheduling. The "Send meeting summary" quick start experience is consistent across pre-meeting, in-meeting, and post-meeting contexts on desktop. When a workflow is triggered, the meeting summary is sent to the selected destination using updated "Meeting Summary to [destination]" templates built on the new My Notes trigger. A Note URL is automatically appended to the end of each summary sent.

Create workflows using natural language in My Notes

Users can describe their desired post-meeting task in natural language within the "Describe it" tab, available in the "Attach Workflow" dialog when scheduling a meeting or in the "+ New Workflows" dialog during or after meetings in My Notes. The system interprets the description and automatically generates a corresponding workflow through a conversational interface. The created workflow uses a My Notes trigger that runs automatically after meetings conclude. Users receive conversational feedback at the end of the creation process to help them understand when and how their workflow will execute.

New, enhanced, and changed features

Admin features

• New or enhanced feature Admin-deployed workflows using the My Notes trigger Account owners and admins can deploy and enforce automated workflow runs for their users using the My Notes trigger, which activates whenever a note is created or updated. Admins can deploy these workflows organization-wide, meaning all users benefit from automated post-note processing without any individual configuration required, or among selected users or groups. Supported downstream actions include task creation, notifications, and data capture, etc. This allows organizations to standardize how notes are acted upon across teams consistently. Web app Windows macOS Linux iOS Android

• New or enhanced feature Enhancements to BAA and K-12 compliance controls Accounts with a signed Zoom Business Associate Agreement (BAA) can use ZoomMate as a covered service under that BAA. BAA Admins can restrict available connectors and skills, configure data residency boundaries, and set retention periods for conversation history and agent memory. Audit logs are generated for all ZoomMate interactions on BAA accounts and are accessible through Zoom's existing compliance reporting interface. K-12 admins can disable ZoomMate for student-role accounts across all entry points, restrict which skills and connectors are available within their tenant, and configure automatic deletion of student-generated data upon student de-provisioning. Web app Windows macOS Linux iOS Android

General features

• New or enhanced feature Enhancements to workflow creation from natural language prompts Users can create workflows in the Conversational UI by describing their automation goal in natural language, ranging from brief to detailed prompts. When user intent is unclear, the Conversational UI asks targeted clarification questions before building the workflow. This reduces manual configuration effort and helps to avoid misconfigured automations. This release also enhances the support of creating/updating workflows with custom script, HTML and send SMS, and send voice message nodes using natural language prompts. The conversational user interface automatically generates code for each component so that workflows run successfully. This capability helps lowers the technical barrier for users who lack coding expertise and is designed to reduce the time and cost associated with building functional workflows. Web app Windows macOS Linux iOS Android

• New or enhanced feature Enhancements to meeting-end and My Notes triggers for on-demand workflow attachment Users can configure meeting-end trigger and My Notes trigger in the workflow builder to only trigger the workflow when they manually attach the workflow to a meeting or a My Notes note. Workflows configured with this remain in Active status but do not auto-execute when meetings end or notes are generated; they only run when explicitly attached to a specific meeting or My Notes. This helps avoid the need to keep workflows in an inactive state as a workaround for on-demand use, making the intended behavior of each workflow clear. The trigger is supported across user-created workflows, admin-published templates, and admin-deployed workflows. Web app Windows macOS Linux iOS Android

• New or enhanced feature HubSpot app tools support in workflows Users who have connected their HubSpot accounts to workflows can leverage a set of HubSpot tools within workflows to automate CRM data management through AI reasoning nodes or action nodes. The tools include the ability to search contacts by phone number, update contact lifecycle stage and lead status, and create, update, retrieve, and associate notes and leads directly in HubSpot, Associate Contact to Campaign, Update Contact, Create Deal, Update Deal, Create Company, and Upsert Contacts Batch, etc. These capabilities allow teams to build end-to-end automated workflows that read, create, update, and delete HubSpot records. Web app Windows macOS Linux iOS Android

• New or enhanced feature Enhancements to AI reasoning node to support indexed data retrieval in workflows Users can configure AI reasoning node in workflows to retrieve relevant content from their organization's indexed data sources connected to ZoomMate and use that content as contextual input during content generation. Previously, AI reasoning node outputs were limited to information passed in from prior nodes or directly API tool calls, with no access to existing organizational indexed materials. With this enhancement, users can instruct the AI reasoning node to incorporate indexed documents, such as Google Drive files, alongside meeting content when generating summaries or reports. This allows the generated output to reflect how meeting discussions relate to or diverge from referenced materials, producing more complete and actionable results. This feature is available for ZoomMate license. Web app Windows macOS Linux iOS Android

• New or enhanced feature Centralized permission checks for accessing first-party nodes in workflows Users building workflows in the workflow builder can only see and select first-party nodes that correspond to products they are licensed to use, based on admin-configured settings. The system automatically checks each user's license entitlements and feature access before surfacing nodes for first-party services, including Zoom Phone, Zoom Workspace, and Clinical Notes. Nodes for unlicensed or restricted services are not presented as available options. This validation runs seamlessly at the point of node discovery, so users are guided toward building workflows that are compatible with their assigned licenses from the start. Web app Windows macOS Linux iOS Android

• New or enhanced feature Healthcare clinical note nodes for workflow automation Users with a valid Zoom Healthcare license can access specialized healthcare nodes within the workflow builder to automate clinical documentation processes. A trigger node initiates a workflow when a clinical note is created, and action nodes allow users to retrieve an individual clinical note, list multiple clinical notes, and update clinical note information programmatically. Access to these nodes is controlled by Healthcare license validation and admin-configured settings, restricting use to authorized users only. Web app Windows macOS Linux iOS Android

• New or enhanced feature Enhancements to the home tab in Zoom Workplace Users can access ZoomMate directly from the Zoom Workplace home tab through an embedded iframe integration that replaces the default AI side panel. The home tab renders the full ZoomMate homepage, providing immediate access to agentic task completion, agentic search, and meeting intelligence from a single entry point. The home tab automatically expands ZoomMate content after the user's first content creation. Full ZoomMate functionality remains accessible in the side panel in parallel with the home tab experience. The experience is consistent across ZoomMate Free, Trial, and Paid tiers, with appropriate feature gating applied. Web app Windows macOS Linux iOS Android

• New or enhanced feature Publish and share ZoomMate-generated HTML with organization members Users can publish AI-generated HTML content from ZoomMate using a dedicated Publish action, which produces a shareable link that can be distributed to colleagues within the same organization. Organization members who receive the link can open it to view the fully rendered HTML in read-only mode, removing the need for each recipient to generate the content independently. Access is enforced at the organization boundary, meaning external users and unauthenticated users are denied access. Owners retain control over the published item and can revoke access by unpublishing the link or update the shared content by re-publishing, which automatically reflects the latest generated HTML. Web app Windows macOS Linux iOS Android

• New or enhanced feature Custom agents and agent teams for multi-role collaboration Users can build and save their own custom agents entirely through chat by describing a name, persona or instructions, and optional bindings to specific skills, connected apps, and knowledge sources 94 no graphical builder is required. Saved custom agents persist for reuse across conversations and can be edited or republished later, also through chat. Users can also assemble a named agent team by describing the team name, description, and member roles in chat; each role can be filled generically or by one of the user's saved custom agents. Once assigned a name and role, a team member retains its identity and prior context for the rest of the conversation, so follow-up tasks directed at a specific member continue from where that member left off. Team members can pass information to each other automatically in the background, removing the need for the user to manually relay results between roles. Approval and input prompts for sensitive actions surface to the user the same way they do for any other agent. Web app Windows macOS Linux iOS Android

New, enhanced, and changed features

Admin features

New or enhanced feature Admin-deployed workflows using the My Notes trigger Account owners and admins can deploy and enforce automated workflow runs for their users using the My Notes trigger, which activates whenever a note is created or updated. Admins can deploy these workflows organization-wide, meaning all users benefit from automated post-note processing without any individual configuration required, or among selected users or groups. Supported downstream actions include task creation, notifications, and data capture, etc. This allows organizations to standardize how notes are acted upon across teams consistently. Web app Windows macOS Linux iOS Android

General features

New or enhanced feature Enhancements to workflow creation from natural language prompts Users can create workflows in the Conversational UI by describing their automation goal in natural language, ranging from brief to detailed prompts. When user intent is unclear, the Conversational UI asks targeted clarification questions before building the workflow. This reduces manual configuration effort and helps to avoid misconfigured automations. This release also enhances the support of creating/updating workflows with custom script, HTML and send SMS, and send voice message nodes using natural language prompts. The conversational user interface automatically generates code for each component so that workflows run successfully. This capability helps lowers the technical barrier for users who lack coding expertise and is designed to reduce the time and cost associated with building functional workflows. Web app Windows macOS Linux iOS Android

New or enhanced feature Enhancements to meeting-end and My Notes triggers for on-demand workflow attachment Users can configure meeting-end trigger and My Notes trigger in the workflow builder to only trigger the workflow when they manually attach the workflow to a meeting or a My Notes note. Workflows configured with this remain in Active status but do not auto-execute when meetings end or notes are generated; they only run when explicitly attached to a specific meeting or My Notes. This helps avoid the need to keep workflows in an inactive state as a workaround for on-demand use, making the intended behavior of each workflow clear. The trigger is supported across user-created workflows, admin-published templates, and admin-deployed workflows. Web app Windows macOS Linux iOS Android

New or enhanced feature HubSpot app tools support in workflows Users who have connected their HubSpot accounts to workflows can leverage a set of HubSpot tools within workflows to automate CRM data management through AI reasoning nodes or action nodes. The tools include the ability to search contacts by phone number, update contact lifecycle stage and lead status, and create, update, retrieve, and associate notes and leads directly in HubSpot, Associate Contact to Campaign, Update Contact, Create Deal, Update Deal, Create Company, and Upsert Contacts Batch, etc. These capabilities allow teams to build end-to-end automated workflows that read, create, update, and delete HubSpot records. Web app Windows macOS Linux iOS Android

New or enhanced feature Enhancements to AI reasoning node to support indexed data retrieval in workflows Users can configure AI reasoning node in workflows to retrieve relevant content from their organization's indexed data sources connected to ZoomMate and use that content as contextual input during content generation. Previously, AI reasoning node outputs were limited to information passed in from prior nodes or directly API tool calls, with no access to existing organizational indexed materials. With this enhancement, users can instruct the AI reasoning node to incorporate indexed documents, such as Google Drive files, alongside meeting content when generating summaries or reports. This allows the generated output to reflect how meeting discussions relate to or diverge from referenced materials, producing more complete and actionable results. This feature is available for ZoomMate license. Web app Windows macOS Linux iOS Android

New or enhanced feature Centralized permission checks for accessing first-party nodes in workflows Users building workflows in the workflow builder can only see and select first-party nodes that correspond to products they are licensed to use, based on admin-configured settings. The system automatically checks each user's license entitlements and feature access before surfacing nodes for first-party services, including Zoom Phone, Zoom Workspace, and Clinical Notes. Nodes for unlicensed or restricted services are not presented as available options. This validation runs seamlessly at the point of node discovery, so users are guided toward building workflows that are compatible with their assigned licenses from the start. Web app Windows macOS Linux iOS Android

New or enhanced feature Healthcare clinical note nodes for workflow automation Users with a valid Zoom Healthcare license can access specialized healthcare nodes within the workflow builder to automate clinical documentation processes. A trigger node initiates a workflow when a clinical note is created, and action nodes allow users to retrieve an individual clinical note, list multiple clinical notes, and update clinical note information programmatically. Access to these nodes is controlled by Healthcare license validation and admin-configured settings, restricting use to authorized users only. Web app Windows macOS Linux iOS Android

New or enhanced feature Enhancements to the home tab in Zoom Workplace Users can access ZoomMate directly from the Zoom Workplace home tab through an embedded iframe integration that replaces the default AI side panel. The home tab renders the full ZoomMate homepage, providing immediate access to agentic task completion, agentic search, and meeting intelligence from a single entry point. The home tab automatically expands ZoomMate content after the user's first content creation. Full ZoomMate functionality remains accessible in the side panel in parallel with the home tab experience. The experience is consistent across ZoomMate Free, Trial, and Paid tiers, with appropriate feature gating applied. Web app Windows macOS Linux iOS Android

New or enhanced feature Publish and share ZoomMate-generated HTML with organization members Users can publish AI-generated HTML content from ZoomMate using a dedicated Publish action, which produces a shareable link that can be distributed to colleagues within the same organization. Organization members who receive the link can open it to view the fully rendered HTML in read-only mode, removing the need for each recipient to generate the content independently. Access is enforced at the organization boundary, meaning external users and unauthenticated users are denied access. Owners retain control over the published item and can revoke access by unpublishing the link or update the shared content by re-publishing, which automatically reflects the latest generated HTML. Web app Windows macOS Linux iOS Android

New or enhanced feature Custom agents and agent teams for multi-role collaboration Users can build and save their own custom agents entirely through chat by describing a name, persona or instructions, and optional bindings to specific skills, connected apps, and knowledge sources — no graphical builder is required. Saved custom agents persist for reuse across conversations and can be edited or republished later, also through chat. Users can also assemble a named agent team by describing the team name, description, and member roles in chat; each role can be filled generically or by one of the user's saved custom agents. Once assigned a name and role, a team member retains its identity and prior context for the rest of the conversation, so follow-up tasks directed at a specific member continue from where that member left off. Team members can pass information to each other automatically in the background, removing the need for the user to manually relay results between roles. Approval and input prompts for sensitive actions surface to the user the same way they do for any other agent. Web app Windows macOS Linux iOS Android

New, enhanced, and changed features

General features

New or enhanced feature

Custom skill import for AI reasoning nodes in workflows

Users can add custom skills to AI reasoning nodes in workflows through multiple import methods: pasting skill content directly, uploading a local .md file or a skill folder containing .md files, or specifying a public GitHub repository to import all available skills at once. Custom skills let users define how the reasoning node approaches and completes tasks, aligning its behavior with domain-specific knowledge or organizational methodologies. The interface communicates format constraints during the addition process, as only markdown-based skills without code scripts are supported in this release. Once imported, the reasoning node applies the custom skills when processing tasks within the workflow.

New, enhanced, and changed features

Admin control over workflow action nodes and triggers by user group Account owners and admins can define which workflow action nodes and triggers are available to specific user groups or all users across the organization. Permissions are configured at the group level, restricting access to only the integrations and triggers that have been explicitly approved for each group. When users open the workflow builder, they see only the action nodes and triggers their admin has permitted. This control supports organizations in maintaining governance over automation workflows by limiting user access to sensitive systems and data connections. Web app Windows macOS Linux iOS Android

General features

New or enhanced feature Third-party connector expansion for engineering, design, and enterprise workflows Users can connect ZoomMate with a growing set of third-party tools through a phased connector expansion. For the August release, ZoomMate supports Canva, Coda, Zendesk, Asana, Box, and Microsoft Teams. Future phases will expand the available integrations to include additional tools across engineering, design, enterprise collaboration, and other specialized workflows. Web app Windows macOS Linux iOS Android

New or enhanced feature Zoom Mail action nodes support in workflows Users can create a workflow automation with Zoom Mail using the new action nodes including send message, get message, search threads and get attachment. Certain feature limitations apply depending on users' email security settings. Web app Windows macOS Linux iOS Android

New or enhanced feature Workspace reservation triggers and actions in workflows Users with a Zoom Workspace license can build automated workflows using workspace reservation action nodes, including create reservation, update reservation, delete reservation, list meetings, list reservations, list workspaces, search workspace users, and search workspaces. It empowers organizations to build end-to-end automated workflows directly within the room and desk booking process. Web app Windows macOS Linux iOS Android

New or enhanced feature New Zoom Phone workflow nodes for voicemail escalation and post-call insights Users with a Zoom Phone license can build automated workflows using new Zoom Phone trigger and action nodes designed to handle voicemail and post-call events. A new trigger fires when a voicemail is recorded and passes along metadata such as caller number, timestamp, and duration, while action nodes allow users to forward voicemails or retrieve voicemail details within a workflow. A separate trigger activates when a Zoom Phone call ends and includes call transcript data as part of the metadata, supporting post-call insight workflows. An additional trigger fires when a call is abandoned in a Zoom Phone queue, providing context such as caller number, queue name, timestamp, and wait duration. Together, these nodes allow Zoom Phone users to create intelligent, automated follow-up workflows, such as sending an SMS to a caller after a voicemail is received or routing post-call data to a doc or sheet. Web app Windows macOS Linux iOS Android

New or enhanced feature Enhancements to the webhook trigger full payload output variable Users can access the full payload output in the "From webhook" trigger that captures the entire raw request body as a nested JSON structure, accessible via dot-notation in downstream workflow nodes. This enhancement is designed to eliminate the need to predefine every expected field before building a workflow, reducing the risk of silently missing data when a provider's payload structure varies by event type. The full payload variable preserves the original structure of the webhook body, including arrays delivered in a single webhook call, so users can iterate over batched events using a loop iterator node and reference nested properties dynamically. The existing field-declaration option remains available for users who prefer structured, typed definitions alongside raw body capture. Web app Windows macOS Linux iOS Android

New or enhanced feature Enhancements to storing meeting summaries in OneDrive and Google Drive using workflows Users can create automated workflows that store ZoomMate-generated meeting summaries directly into OneDrive or Google Drive as new documents, saved to a folder location they designate within the workflow. Once the workflow is configured, each time a meeting ends, the workflow is triggered automatically, routing the summary into the specified folder without any manual copying or filing. Both user-level and org-level connectors are supported, and the workflow respects the admin-configured meeting summary settings. Web app Windows macOS Linux iOS Android

New or enhanced feature Support My Notes triggers in Workflows Users can configure automated workflows that activate when a My Notes summary or recording transcript becomes ready, retrieving that content and routing it to Zoom or connected third-party applications supported by Workflows. This reduces the need to manually copy and distribute meeting summaries or transcripts across multiple platforms after each meeting. Workflows using the My Notes triggers are also surfaced within My Notes in the Attach Workflows dialog, listed under "My workflows," making relevant workflows accessible directly from where the content is generated. Web app Windows macOS Linux iOS Android

New or enhanced feature Enhancements to meeting summary templates in workflows Users can benefit from updated pre-defined meeting summary workflow templates that use Zoom AI-generated summaries instead of the AI reasoning node. The updated templates also produce summaries that are consistent with the meeting summaries users see directly in Zoom AI. Web app Windows macOS Linux iOS Android

New or enhanced feature Enhancements to human-in-the-loop notifications and card readability in workflows Users receive proactive Zoom Team Chat, email, and Zoom Activity Center notifications when a workflow is pending their review at a human-in-the-loop step, allowing users to take timely action without manually monitoring the Workflows tab. A link included in the notification takes users directly to the corresponding pending action page. Users can configure their notification preferences to receive chat messages, emails, both, or neither, with both channels enabled by default. Web app Windows macOS Linux iOS Android

New or enhanced feature Custom HTTP APIs as workflow tools The HTTP node lets a workflow talk to web services over HTTP. User gives it a method (GET, POST, UPDATE, PATCH, DELETE), a URL, optional headers, query parameters, and a body, and it send the request and hands the response back to the rest of user's workflow. Web app Windows macOS Linux iOS Android

New, enhanced, and changed features

General features

New or enhanced feature AI Dashboard: Expanded AI feature metrics, redesigned KPIs, and enhanced Leaderboard Account owners and admins can access an expanded AI usage insights across their organization using the Zoom AI Dashboard. The dashboard includes: Expanded AI feature coverage: Dashboard now includes usage data for ZoomMate features: ZoomMate Agent, Custom Agent, Workflows, Custom AI, and Agentic Search, in addition to all existing AI features in Workplace. Adoption Summary: Adoption funnel showing licensed users and active users. Redesigned KPI section: Replaces the previous carousel layout with a scalable design that supports a larger number of metrics, including new KPIs for ZoomMate and My Notes. Enhanced historical trending: Date picker with last week, last month, last quarter, and last year presets; CSV export support. Enhanced Leaderboard: Top 10 users ranked by total assisted actions, with an expanded column set and full export capability. Group and department filtering: Multi-select group filter (primary and secondary groups) and department search/filter support. Web portal

Changes to existing features

Additional support for all users with ZM+ ZoomMate availability has been expanded to all users, running on the Zoom-Hosted Models Plus (ZM+) model deployment. ZM+ leverages Zoom's own models alongside Anthropic Claude on AWS Bedrock. When using ZM+, ZoomMate's core text reasoning, document, spreadsheet, meeting, and connected enterprise data workflows are powered by Anthropic Claude models. Note: Some feature limitations currently apply when using ZoomMate with ZM+. Web search, image generation or editing, speech synthesis, microphone input, and video generation are not available. Zoom Slides has limited capabilities for online research and visual assets. Deep Research is limited to customer-provided or connected enterprise content only. Advanced and agentic AI features require a ZoomMate license and available Zoom AI Credits. Web portal

New or enhanced feature AI Dashboard Enhancement Account owners and admins can now access additional data points in the Zoom AI Dashboard, including My Notes created with transcripts, Canvas active users and assisted actions, and more. Web portal

General features

New HTML page node and custom script node in workflows

Users with a ZoomMate license can add a custom script node to their workflows to execute custom Python code for advanced data transformation, cleanup, and processing tasks. An HTML page node is also available, allowing users to generate rendered HTML pages for richer report visualization directly within a workflow. ZoomMate license holders can use the built-in AI assistant to automatically generate Python code for the custom script node and produce HTML pages from workflow data, reducing the need for manual coding. These nodes extend workflow capabilities beyond standard built-in functionality, enabling complex business logic and custom reporting without leaving the workflow builder.

Support toolsets that connect with customers' own MCP servers in the AI reasoning node

Users can select toolsets from their own Multi-Channel Protocol (MCP) apps directly within the AI reasoning node when building workflow automations. These apps must be published to Zoom Marketplace at the account level by an admin to the organization, a group, or specific users, and must be configured with Workflows in the app surface settings using Multi-Channel Protocol connectivity in Marketplace app builder. Apps meeting these criteria are displayed in Workflows AI reasoning node. This allows users to incorporate specialized capabilities, such as custom analytics or domain-specific tools that are not available in Zoom's prebuilt toolsets. The MCP app owners in development can also test their apps within Workflows to verify functionality before publishing to the organization.

Zoom Workspace Reservation support in workflow automation

Users with a Zoom Workspace Reservation plan can build end-to-end automated workflows for room and desk booking directly within the workflow builder. A set of action nodes support use cases across both end-user and admin scenarios, including reserving a workspace, finding a user in office, getting reservation information, and setting buffer, delegate, and check-in policies. Admins can configure these nodes to automate cross-team coordination, such as notifying facilities, catering, or IT teams based on booking activity and policy rules.

Snowflake app and tools support in workflows

Users can integrate Snowflake as a connected app within their automated workflows, enabling direct data operations without custom scripts or manual intervention. Supported tools include executing SQL queries, retrieving query results, selecting rows, inserting rows, updating rows, and deleting rows. These tools are available both within AI reasoning nodes for context-driven automation and as dedicated action nodes for structured pipeline execution. This capability is available for users with a ZoomMate license.

New, enhanced, and changed features

Enhancements to workflow creation using natural language prompts

Users can create workflows directly from natural language prompts within the Conversational UI, removing the need for manual automation configuration. When a prompt is ambiguous, the Conversational UI asks targeted clarification questions to capture the correct intent before generating the workflow. Once the workflow is built, the Conversational UI performs a self-verification step to validate that it is logically sound and ready to run. The resulting workflow is presented to the user as a functional, executable automation.

Enhancements to workflows in My Notes on mobile

Users can attach, review, and approve workflows directly within My Notes on mobile after meetings. When opening a My Notes entry with an attached workflow, the workflow status card is displayed in an expanded view by default. The mobile interface includes larger controls optimized for small screens, consistent Workflows tab behavior, and an adaptive UI for Human-in-the-Loop cards.

Enhancements to admin-enforced workflow visibility in My notes

Users can view all post-meeting workflows - both personally attached and admin-enforced - in the Workflow tab of My Notes, regardless of whether they manually added the workflow to the meeting. Admin-enforced workflows appear first in the list, followed by any user-attached workflows. This consolidated view allows users to manage all post-meeting triggered workflows from a single location, including completing human-in-the-loop reviews, authenticating connectors, and monitoring running statuses.

Enhancements to workflow visibility in My notes after meetings

Users who create workflows with a "meeting ended" trigger configured for "all my meetings" can see those workflows automatically listed in the My Notes Workflow tab after a meeting concludes, without needing to manually attach them to their notes in advance. Previously, these workflows would execute without appearing in My Notes unless the user had explicitly attached them beforehand, creating a visibility gap. Workflow statuses are kept in sync across all My Notes associated with the same meeting.

Zoom Workspace Reservation support in workflow automation

Users with a Zoom Workspace Reservation plan can build end-to-end automated workflows for room and desk booking directly within the workflow builder. A set of action nodes support use cases across both end-user and admin scenarios, including reserving a workspace, finding a user in office, getting reservation information, and setting buffer, delegate, and check-in policies. Admins can configure these nodes to automate cross-team coordination, such as notifying facilities, catering, or IT teams based on booking activity and policy rules.

Enhancements to meeting summary workflow templates

Users can access updated pre-defined meeting summary workflow templates that use Zoom AI-generated summaries instead of the AI reasoning node. This change produces meeting summaries that are consistent with the summaries users see directly in ZoomMate. By replacing the AI reasoning node with meeting summary generation, the templates also accelerates the workflow completion time.

Enhancements to workflow template library with new Out of Office catch-up templates

Users can access a new "Zoom Saves Summer" template category in the ZoomMate workflow template library, which contains purpose-built templates designed to help employees prepare the time off and get up to speed after returning from time off. The templates use AI-driven context and continuity tools to surface relevant updates, meeting recaps, and team activity from while the user was away. These additions are available directly from the workflow template library within ZoomMate.

Enhancements to workflow management in Zoom Chat channels

Channel owners and admins can control which workflows are permitted to post messages to their channels and meetings using the existing Workflow Automation settings in Zoom Chat. Admins can also configure specific channels to block all workflow-posted messages entirely. When a workflow sends a message to a chat or channel, the workflow owner's name and email alias are displayed alongside the workflow name, giving recipients the information they need to contact the workflow owner directly. These changes apply to ZoomMate workflow messages and extend the governance capabilities already available in Zoom Chat.

Enhancements to workflow and custom agent availability for BAA-covered organizations

Account owners and admins at organizations covered by a Business Associate Agreement can deploy workflow automation for use cases that involve protected health information. Access to these features is governed by the BAA framework applicable to the organization's account.

Enhancements to admin controls for agentic workflow on education accounts

Account owners and admins on K12 and education accounts can manage agentic workflow access through two updated admin controls: the Workflow toggle under Conversations and the Workflow Automation toggle. Both toggles default to off, and enabling either one triggers a modal dialog that describes the scope of the change and provides next-step actions before the setting is committed. Each toggle also displays descriptive text with a direct link to the other toggle location, so admins are aware of both entry points controlling agentic workflow access. Additionally, the Workflow toggle is now accessible for education accounts when Show conversational AI is enabled, which previously did not appear.

Enhancements to admin-enforced workflow controls for organizations

Account owners and admins can hide Zoom-prebuilt workflow templates from end users and disable end-user workflow creation across the organization. When workflow creation is disabled, users lose access to the My Workflows view, the ability to save templates as personal copies, and AI-recommended workflows in My Notes, retaining only read and run access to admin-approved templates and their activity logs. Additionally, admins can view analytics and monitor how workflow templates are being executed and used across the organization to assess adoption and identify issues. Note that if user only enables the "Workflows" under Zoom AI section, they will also need to go to the Workflow Automation tab and enable Workflow Automation and Create and Share settings for Workflows to fully function in ZoomMate.

New, enhanced, and changed features

Enhancements to attaching and reviewing workflows in meeting notes on mobile

Users can attach, review, and approve workflows from within their My notes on mobile, consolidating note-taking and workflow actions in a single location. Workflow attachment is available both during and after a meeting, and review or approval actions can be taken post-meeting directly from the My notes mobile interface. This eliminates the need to return to a desktop to manage workflow actions after a meeting concludes. The feature is available with My notes and ZoomMate licenses. Some actions may consume AI credits.

Attach workflows to meetings using natural language

Users can create and attach custom post-meeting workflows to meetings by describing their desired tasks in natural language, such as sending a meeting summary or creating action items in a project tracker. This can be done at any point in the meeting lifecycle: during scheduling, in-meeting, or post-meeting through My Notes. Behind the scenes, the Workflow Builder agent interprets the description and generates a workflow to run after the meeting without requiring knowledge of workflow automation syntax.

New, enhanced, and changed features

General features

Enhancements to error messages and run statuses for failed and terminated workflows

Users can now more easily identify and troubleshoot workflow runs with enhanced statuses and error messaging in Agentic Workflows. A new Terminated status distinguishes workflows that end early due to missing input from those that encounter actual errors. Updated error states also differentiate between workflow failures, configuration issues, expected workflow outcomes, and temporary errors that may be resolved by retrying. Refined error messages provide greater visibility into the cause of an issue and include actionable guidance to help users resolve it. Workflow runs that require user action, such as approving a pending step, are now clearly identified. These improvements apply to workflows created from templates and those built with the low-code builder.

Zoom Phone trigger nodes for agentic workflows

Users with Zoom Phone enabled can build automated workflows using new Zoom Phone-specific trigger nodes in the personal workflows builder. Available triggers include when a call is missed, when an SMS is received, and when a new voicemail is recorded on the user's Zoom Phone number. These nodes can be combined with conditional logic and third-party integrations, such as Salesforce, to create automated communication workflows that respond to missed calls, incoming messages, or voicemails without manual intervention.

Enhancements to attaching and reviewing workflows in My Notes on mobile

Users can attach, review, and approve workflows from within their My notes on mobile, consolidating note-taking and workflow actions in a single location. Workflow attachment is available both during and after a meeting, and review or approval actions can be taken post-meeting directly from the My notes mobile interface. This eliminates the need to return to a desktop to manage workflow actions after a meeting concludes. The feature is available with My Notes and ZoomMate licenses. Some actions may consume AI credits.

Store ZoomMate meeting summaries to OneDrive and Google Drive via workflows

Users can create automated workflows that save AI-generated meeting summaries directly to OneDrive or Google Drive as new documents, stored in a folder location they designate within the workflow configuration. Each time a meeting summary is generated, a new file is automatically created in the specified folder without any manual copying or filing. Prebuilt workflow templates are also available for this use case, allowing users to get started quickly and customize the automation to fit their needs. This feature is available for ZoomMate licenses.

Enhancements to the agentic workflow homepage and template gallery

Users can more easily create agentic workflows directly from the homepage or the template gallery, which have been updated to provide a clearer, more guided experience. The homepage is redesigned to present a self-explanatory starting point, reducing friction for users who are new to building workflows. The template gallery surfaces relevant, ready-to-use templates so users can quickly start automating tasks without configuring a workflow from scratch. These updates are intended to make the workflow creation process more accessible and approachable across different use cases and skill levels.

Custom AI agents for Chat channels

Users can create and deploy a custom AI agent directly in a Zoom chat or channel, no code required. Once deployed, users can @mention or use slash commands to use the agent for retrieving information from across Zoom — chats, meetings, and other Zoom products — as well as your internal apps and third-party tools like Salesforce, Jira, and Asana, returning answers and running workflows right in the conversation. Admins stay in control with policies governing who can create agents and which apps and data each agent can access.

Enhancements to customer managed key support for workflows

Users can apply customer managed key encryption to Zoom Workflows. Workflow definition, metadata, logs, and all associated data will be encrypted with the customer managed key. The encryption mechanism follows the centralized Zoom Customer Managed Key configurations and Admin settings.

New, enhanced, and changed features

Introducing ZoomMate

ZoomMate is an AI-powered work companion that helps users streamline tasks and workflows from conversation through completion. It understands work context in real time, learns from meetings and connected content, and helps automate follow-up across tasks, workflows, documents, and business systems. ZoomMate combines conversational AI, automation, search, and productivity tools into a unified experience. It can be accessed through the Zoom desktop app and supported web browsers. Key features include:

• Automated task creation, follow-up drafting, commitment tracking, and next-step execution after meetings
• A unified conversational workspace integrated with Zoom Workplace
• Agentic workflows, automation, and enterprise search across connected information sources
• AI Productivity Suite, including Canvas, Sheets, Slides, and Paper
• Browser Operator and computer-use capabilities for interacting with websites
• Deep-link support for launching workflows and productivity experiences
• Support for integrations with third-party applications such as Salesforce, Jira, and ServiceNow
• Workflow automation and orchestration across Zoom Workplace
• Support for MCP tools and extensible integrations
• Project-based collaboration for organizing AI work and outputs

Note: While this feature is generally available, it may not be accessible to all users right away, as it is being rolled out gradually. Some capabilities require available AI credits to use.

Admin-controlled Workflow template publishing and sharing across the organization

To enforce governance and control over the template publishing process, users with Admin role assigned can publish workflows templates to their organization through a centralized workflow template library. Admins can configure which user or user groups can access the templates. Once available in the library, users with sufficient permission can browse and adopt templates created by the Admin to build their own workflows.

Enhancements to workflow form trigger with file attachment support

Users can add a file attachment field to a workflow form trigger, allowing form respondents to upload files directly when submitting a form that initiates a workflow run. The uploaded files are captured as part of the form trigger node's output and become immediately accessible to downstream workflow nodes without requiring additional integration steps or manual file transfers. This enables workflows to process, store, or route submitted files automatically as part of the same automated sequence.

Enhancements to form trigger workflows

Users can create form-based workflows using a URL link trigger and share them in Team Chat channels. Team members can click the link and complete the form directly within Team Chat, eliminating the need to switch to a separate tool or interface. Once the form is submitted, the workflow runs automatically. Search Input fields for Contacts, Meetings, Chat Channels, and Docs now expose individual attributes, such as user names and email addresses, as selectable variables in subsequent workflow nodes, eliminating the intermediate extraction step previously required. The person control in form triggers now displays each person's email alias alongside their display name, helping distinguish between users with the same name. Workflow owners can also export collected form responses to a CSV file for further analysis and record-keeping.

Workflow import and export using JSON files

Users can export existing workflows as JSON files and import JSON files to create new workflow instances. This enables workflows to be shared with team members, migrated across environments, or stored for backup and version control. Exported files preserve the complete workflow configuration, including all settings, steps, and dependencies. Importing a JSON file instantly recreates the workflow without requiring manual reconfiguration of each step and without overwriting the current workflow. Unique properties like Workflow ID will be recreated for the new workflow as the template gets imported.

Credit-based consumption model for AI feature usage

Users access certain metered AI-powered capabilities across Zoom products, including ZoomMate and the AI Productivity Suite, through a credit-based consumption model. AI actions consume credits from an allocated balance rather than being provided as an unlimited per-seat entitlement. Enterprise users receive credits allocated by their administrators, while online users can purchase and replenish credits through their account settings. When a credit balance runs low or is fully depleted, users receive in-product prompts to purchase additional credits, upgrade their plan, or contact their admin. Credits are subject to expiration, and users receive notifications before their credits expire, allowing them time to take action and avoid service interruptions.

New, enhanced, and changed features

Access AI Companion Workflows builder via the Workflow Automation tab

The Workflow Automation tab in the Zoom Workplace desktop app has been updated to incorporate the new AI Companion Workflow feature. New users without any classic workflows will be directed to the AI Companion Workflows builder. Existing users who have used the Workflow Automation tab will see a message encouraging them to transition to the new AI Companion Workflows experience, providing a clear migration path to the latest workflow functionality, while still retaining access to the legacy Workflow Automation builder. In addition, admins will have access to a new Allow incoming Webhook for agentic workflows setting, available under the main Workflow Automation setting, to control webhook access in new agentic workflows. This setting will be enabled by default.

Support for personal workflows in meetings

Users can utilize personal workflow with My notes to automate post-meeting actions and tasks. Users can select predefined workflow templates designed for their role (Sales, Marketing, IT, HR, etc.) or their own workflows when scheduling meetings, add or view workflows during the session, and manage all activities post‑meeting directly in My notes.

New, enhanced, and changed features

Users can type a forward slash (/) in the AI Companion on the web prompt input to open a menu of available built-in skills. Selecting a skill from the menu injects structured intent directly into the prompt, and the system routes execution to the appropriate skill automatically. This allows users to quickly access and run pre-built skills without needing to manually compose a request from scratch. The slash command menu displays only built-in skills; creating or editing custom skills is not supported through this interface.

Enhancements to personal meeting templates for scheduling and sharing

Users with a Custom AI Companion add-on or standalone license can apply personal meeting templates directly when scheduling a meeting, in addition to applying them via the post-meeting card. Templates are also accessible from the Zoom Web Portal meeting detail page, giving hosts a centralized location to manage their preferences. Users can share personal meeting templates with others, extending template use beyond individual workflows. This release also addresses UX gaps and improves consistency across the AI Companion and Meeting experiences.

Enhancements to data source selection for agentic retrieval

Users can manage data sources for AI Companion through a redesigned panel that consolidates personal and company sources into a unified Sources section alongside Web and Zoom sources. Each category includes a toggle to enable or disable all connectors within it at once, and disabling a category grays out its nested connectors while preserving their individual states for when the category is re-enabled. Within each category, users can expand a customizable view to independently toggle individual connectors, such as Google Drive or Salesforce, with state changes saved immediately. If a connector requires authentication, enabling its toggle triggers the relevant authorization flow, and if access expires, the toggle turns off automatically. Connection management for personal and organizational data sources moves to Settings > Connectors, which now includes separate Personal and Organization tabs, with organizational sources requiring admin enablement.

Access and query AI Companion 2.0 knowledge bases using @mention

Users with knowledge bases created in AI Companion 2.0 can invoke them directly within AI Companion for Web by typing "@" and selecting the relevant knowledge base from the displayed list. The selected knowledge base scopes the AI's retrieval to its indexed content, allowing users to query existing organizational knowledge without recreating or migrating their data. AI Companion 2.0 knowledge bases are surfaced as data-source agents within the @mention framework, and the underlying retrieval logic and storage infrastructure remain unchanged. Each query supports a single knowledge base reference; multi-source @mention combinations are not available.

Enhancements to the AI Companion admin dashboard

Account owners and admins can monitor AI Companion 3.0 usage across both web and in-client access points from a single consolidated dashboard, eliminating the need to manage separate reporting interfaces. The adoption summary merges AI Companion 3.0 active users and query counts into existing KPI tiles, with updated titles and tooltips to reflect the broader scope of data. New KPI tiles surface AI Companion 3.0 specific metrics, including total threads, average queries per user, and average threads per user. Time series graphs for AI Companion 3.0 usage and adoption, as well as a breakdown by query category, are added alongside existing feature graphs and support the same time range selections. The leaderboard and thumbs up/down feedback chart are updated to incorporate AI Companion 3.0 data using the same hierarchical structure as the adoption summary, where the AI Companion parent row is collapsed by default and can be expanded to reveal query type breakdowns (such as Deep Research and Writing).

New, enhanced, and changed features

Web crawling node in personal workflows

Users can incorporate web crawling functions into workflow automation by configuring dedicated crawling nodes with adjustable parameters. The feature allows users to define start URLs, set crawl depth to limit the scope of data retrieval, and apply URL prefix filters to restrict processing to specific content sources. This capability enables collection of web-based data from users' websites as part of automated workflow processes.

SMS and voice notifications for workflows

Users can configure their personal workflows to include SMS messages and voice notification actions. Supported notification scenarios include reminders for scheduled meetings, alerts when a user is mentioned in workflow discussions or comments, and updates when workflow events require attention or move to a new stage. The feature includes usage limits and measures intended to reduce misuse. This functionality enables notifications to be delivered to workflow users through multiple communication channels as part of automated workflow processes, so they can easily keep up to date.

New Reasoning AI node supported in personal workflow

The new Reasoning AI node in personal workflow is an LLM-powered action node that lets users describe a task in natural language, ground the model with selected knowledge documents, and connect Zoom and third-party apps or prebuilt skills so the node can reason through unstructured inputs and take the right action. With this, users can set up a workflow with this reasoning node, for example, to review every new customer conversation against configured playbooks, policies, and product documentation, interpret signals like customer intent, sentiment, urgency, and issue type, and then automatically take the appropriate next step, e.g., creating a Jira ticket when it identifies a product bug or technical blocker, updating Salesforce when it detects account risk or expansion signals, and drafting a Gmail follow-up when the best next step is customer communication.

Interactive conversational workflow creation and editing

Users can create workflows through an enhanced interactive conversational interface that integrates guided prompts with automated data entry. The system generates relevant workflow components and configurations based on user-defined objectives in an enhanced workflow canvas. Throughout the workflow setup, users receive contextual guidance on available actions and next steps, minimizing manual input and uncertainty. The workflow canvas updates in real time to reflect changes as components are added or adjusted. This approach simplifies workflow creation and supports a more efficient, dialog-based setup process.

Human-in-the-loop approval for AI workflow actions

Users can add approval checkpoints to AI workflows to review and authorize actions before they are executed. When AI nodes initiate tool calls or external operations, the workflow pauses and requests user confirmation. The approval interface displays the proposed action and allows the user to review, modify, or decline it before proceeding. Users can review the AI-generated content and editing prior to actions such as sending messages or updating external systems through a centralized dashboard. This functionality enables user review and control over automated AI-driven actions within the workflow.

Memory preview and management interface

Users can import their saved memories from other AI assistants, such as ChatGPT, to carry over existing context into AI Companion. The feature provides guidance on how to retrieve memory data from external platforms, explains the purpose of memory import, and offers a preview to confirm successful transfers. Users also have access to a memory management interface that shows summaries of stored memories before deletion. This cross-platform integration helps maintain continuity in user interactions by consolidating personalized context within a single environment.