Use Zoom AI to Capture Risk Committee Meeting Notes

What This Does

Zoom AI Companion automatically transcribes and summarizes your risk committee meetings, RCSA workshops, and business unit sessions — generating a structured meeting summary with action items, so you spend 10 minutes reviewing rather than 45 minutes writing notes.

Before You Start

• You have Zoom with a Pro, Business, or Enterprise plan that includes AI Companion
• Your Zoom admin has enabled AI Companion features (check with IT if uncertain)
• Meeting participants have been informed that AI recording/transcription will be used (required for compliance)

Steps

1. Enable AI Companion before the meeting

When you start your Zoom meeting as host, look for the AI Companion button in the toolbar at the bottom of the screen — it looks like a small star icon. Click it, then click Start meeting summary and Start transcript.

2. Run your meeting normally

Conduct your risk committee meeting, RCSA session, or business unit workshop as usual. AI Companion runs in the background. You'll see a small indicator that it's active.

3. End the meeting and review the summary

After you click End Meeting, Zoom will email you the AI Companion summary within a few minutes. The summary includes:

• Meeting overview (2–3 sentences)
• Key topics discussed
• Action items with who is responsible
• Next steps

Open the email or find the summary in your Zoom web portal under Recordings & Transcripts.

4. Edit and distribute

Review the summary for accuracy — AI sometimes misattributes statements or misses technical risk terms. Edit as needed, then paste into your meeting minutes template or send directly to attendees.

Real Example

Scenario: Your quarterly Operational Risk Committee meeting covered 6 agenda items in 90 minutes, with 12 attendees making multiple commitments to remediate control gaps.

What you do: Start AI Companion at the beginning of the meeting. After the meeting, Zoom emails you a summary that captures the 6 discussion topics, 8 action items with owners, and the 3 decisions made.

What you get: A structured meeting record that would have taken 45 minutes to write manually — ready in 10 minutes of editing.

Tips

• Start the transcript at the very beginning of the meeting, even before formal agenda items — pre-meeting discussions sometimes contain important context
• Review action items carefully against your own notes — Zoom captures what was said, not what was meant; an action item needs a clear owner and due date to be useful
• For highly sensitive risk discussions (e.g., specific loss events, regulatory concerns), check your organization's data privacy policy before enabling AI Companion transcription

Tool interfaces change — if a button has moved, look for similar AI/magic/smart options in the same menu area.