Set Up MyNotes Transcription for Zoom Phone Calls (Full Transcript)

Learn which Zoom Admin Portal settings enable MyNotes call transcription, automatic summaries, and summary emails for Zoom Phone.
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How to Set Up My Notes for Zoom Phone
Added on 10/27/2026
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[00:00:00] Speaker 1: Let's quickly walk through the settings required for MyNotes to work with Zoom Phone. We're going to start here in the Zoom Admin Portal, under Account Management, Account Settings, and navigate over to the MyNotes tab. Like I mentioned before, MyNotes is enabled out-of-the-box, and you'll see here it's already enabled for Zoom Platform. It works in Zoom Meetings and other meetings out-of-the-box, and we just have to make sure that we enable this setting, Allow Users in Your Account to Transcribe Zoom Phone Calls with MyNotes. We can go ahead and also lock the setting to enforce this capability throughout your organization. Now, although not required, I highly recommend this additional option, Auto-Generate Summary when Note is Completed, and also Auto-Send Summary Emails when Note Summaries are Generated. This is a fantastic feature for MyNotes to generate summaries automatically at the end of meetings or at the end of phone calls, and then send it to you via email.

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Arow Summary
The speaker explains how to configure MyNotes in the Zoom Admin Portal for Zoom Phone. Navigate to Account Management > Account Settings > MyNotes, where MyNotes is enabled by default for Zoom Platform and works with Zoom Meetings and other meetings. To use it with Zoom Phone, enable the setting allowing users to transcribe Zoom Phone calls with MyNotes, optionally locking it to enforce the setting across the organization. The speaker also recommends enabling automatic summary generation when a note is completed and automatic email delivery of generated summaries.
Arow Title
Configuring MyNotes for Zoom Phone
Arow Keywords
MyNotes Remove
Zoom Phone Remove
Zoom Admin Portal Remove
Account Settings Remove
transcription Remove
call summaries Remove
summary emails Remove
organization policy Remove
Arow Key Takeaways
  • Navigate to Account Management > Account Settings > MyNotes in the Zoom Admin Portal.
  • MyNotes is enabled by default for Zoom Platform and supports Zoom Meetings and other meetings.
  • Enable the setting that allows account users to transcribe Zoom Phone calls with MyNotes.
  • Lock the transcription setting to enforce it across the organization if desired.
  • Enable automatic note summaries and summary emails to streamline post-call follow-up.
Arow Sentiments
Positive: The tone is clear, instructional, and enthusiastic, particularly when recommending automatic summaries and email notifications as useful features.
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