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What is Zoom My Notes?

My Notes is an innovative, AI-enhanced note-taking tool offered by Zoom, which empowers users to effectively capture and organize discussions from Zoom meetings, face-to-face gatherings, and other platforms such as Microsoft Teams and Google Meet. This feature produces transcripts, summaries, key points, and actionable items, allowing both individuals and teams to create a searchable repository of their discussions and successfully follow up on results. Within the Zoom platform, users can easily review, edit, categorize, share, and utilize their notes in various ways. My Notes aims to provide its functionality beyond just scheduled Zoom meetings, making it suitable for in-person conversations and mobile use. Additionally, this service is included with select Zoom Workplace plans, with My Notes Basic providing three AI-assisted note-taking sessions monthly, while premium subscriptions offer additional features. The available functionalities and features within My Notes may vary depending on the specific plan, user account configurations, type of meeting, and the platform being used. This tool not only simplifies the note-taking process but also significantly boosts productivity by ensuring every essential detail is captured during discussions, making it an invaluable resource for effective communication management. Overall, My Notes represents a significant advancement in meeting documentation, catering to the diverse needs of modern teams.

What is Marloo?

Marloo is a cutting-edge AI assistant specifically designed for financial advisers, aimed at reducing the burden of repetitive paperwork and administrative duties that often consume precious time, allowing advisers to focus on building strong client relationships and engaging in meaningful strategic planning. It integrates effortlessly with platforms like Outlook or Google Calendar and is capable of joining or recording meetings on popular services such as Teams, Zoom, Google Meet, and Webex, while skillfully capturing transcripts, identifying speakers, and generating accurate, templated notes and summaries tailored to the adviser’s distinctive voice in just minutes. Beyond its ability to produce automatic meeting notes, Marloo excels at grasping the intricacies of financial advice and regulatory terminology, enabling users to quickly access information about past client interactions and documents for rapid responses. Moreover, it aids in preparation for meetings by offering concise summaries of prior discussions and automates the drafting of follow-up emails, action items, and compliance-ready advice documents that align with firm standards. By leveraging Marloo, financial advisers can significantly boost their efficiency and optimize their workflows, ultimately enhancing client satisfaction and elevating the quality of service provided. This transformation not only saves time but also fosters a more proactive approach to client management.

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Media

Integrations Supported

Zoom
Zoom Workplace

Integrations Supported

Zoom
Cisco Webex
Google Calendar
Google Meet
Microsoft Outlook
Microsoft Teams

API Availability

Has API

API Availability

Pricing Information

$8.33/user/month
My Notes Basic is free and includes three AI note-taking uses per month. The standalone paid plan starts at $8.33/user/month when billed annually and offers a free trial. My Notes is also included with eligible Zoom Workplace plans.
Free Version
Free Trial Offered?

Pricing Information

$99 per month
Free Version
Free Trial Offered?

Supported Platforms

SaaS

Supported Platforms

SaaS
Android
iPhone
iPad

Customer Service / Support

Not specified

Customer Service / Support

Web-Based Support

Training Options

Not specified

Training Options

Documentation Hub
Online Training

Company Facts

Organization Name

Zoom Communications

Date Founded

2011

Company Location

United States

Company Website

www.zoom.com/en/products/ai-assistant/features/ai-note-taking/

Company Facts

Organization Name

Marloo

Date Founded

2025

Company Location

United States

Company Website

www.gomarloo.com

Categories and Features

AI Productivity

Not specified

Note-Taking

Not specified

Categories and Features

AI Tools

Not specified

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