AI note taker for Zoom
Note takers record. This one takes part.
Your AI Employee joins your Zoom call as a named participant. It asks your questions, answers from what you taught it, and sends the notes when the call ends.
Participants
- You
- Your client
- AI EmployeeTaking part
A note taker vs an AI Employee
| Feature | A typical note taker | Your AI Employee |
|---|---|---|
| Joins the call | Yes | Yes |
| Records and transcribes | Yes | Yes |
| Writes a summary | Yes | Yes |
| Speaks in the meeting | No | Yes |
| Asks your questions | No | Yes |
| Answers from what you taught it | No | Yes |
| Runs the call when you can't be there | No | Yes |
An AI note taker for Zoom, and more
- 01
It joins as a named participant.
Everyone on the call sees who it is. It never hides in the background.
- 02
It takes part.
It asks the questions you set and answers from what you taught it.
- 03
It keeps the record.
Every call is saved with a transcript and a summary.
- 04
It sends the notes.
When the call ends, the notes reach you. If you connect HubSpot or Salesforce, they go there too.
Meeting notes template (free)
The notes your AI Employee sends after every call. Use the same headings for your own meetings.
- Meeting
- [Meeting name]
- Date
- [Date and time]
- Who was there
- [Names and roles]
- What was decided
- [One line per decision]
- Open questions
- [One line per question]
- Next steps
- [What, who, by when]
- Follow-up booked
- [Date and time, or none]
When to send an AI Employee instead of a note taker
Compare it with the note takers you know
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- tl;dvDelegateWorker vs tl;dv
- AvomaDelegateWorker vs Avoma
Want the full picture? Read the AI Employee vs note taker guide.
Where it works
Zoom
Approved by Zoom for its App Marketplace. It joins your calls as a named participant.
Microsoft Teams
Runs inside your company's own Microsoft setup.
Phone
Answers and makes calls on your business number.
Your website
Talks to visitors in the browser with one line of code.
How to set it up
Talk to Jordan.
Tell our onboarding AI Employee what your calls are for and what it should ask. It sets up your AI Employee from the call.
Review and publish.
Check the setup in your account and press Publish.
Connect Zoom.
Connect your Zoom account from your DelegateWorker account.
Send it to the call.
Pick your AI Employee for the meeting. It joins on time, takes part, and sends the notes.
Who built this
DelegateWorker is founded by Sasan Zarrin.
Sasan sold enterprise software at Oracle, Salesforce and DocuSign, and has delivered projects to over 200 large enterprises. He built DelegateWorker to give every business an AI Employee that does real work.
Questions about AI note takers for Zoom
- Is this an AI note taker for Zoom?
- It does everything a note taker does, and more. It joins your Zoom call, keeps the transcript and sends the notes, and it also takes part in the conversation.
- How is it different from a note taker?
- A note taker listens. Your AI Employee speaks, asks the questions you set, and can run the call when you can't be there.
- Will people on the call know it is AI?
- Yes. It joins as a named participant and tells people it is an AI Employee.
- Where do the notes go?
- Every call is saved in your account with a transcript and a summary. If you connect HubSpot or Salesforce, the notes go there too.
- Does it work with Microsoft Teams?
- Yes. It runs inside your company's own Microsoft setup.
- Is it approved by Zoom?
- Yes. DelegateWorker is approved by Zoom for its App Marketplace.