Zoom Unveils AI-First Workflow Automation to Supercharge Business Efficiency

Zoom is expanding beyond meetings. Its newly launched Workflow Automation tool, powered by Zoom AI Companion, allows users to automate routine tasks across apps and teams, without writing any code.

Designed to streamline processes for both technical and non-technical teams, the feature introduces conditional workflows triggered by activity in Zoom or third-party tools.

What’s New: Zoom Workflow Automation

Launched in February 2025, Zoom Workflow Automation enables users both IT admins and non-technical staff to create multi-step workflows triggered by events within Zoom apps or external services

For example, once a meeting concludes, an AI-generated summary can be automatically exported to a Zoom Doc, Google Doc, or Microsoft Word document, then shared in a team chat channel all without manual intervention.

By enabling integration with tools like Google Wofbrkspace, Microsoft 365, and Jira, Zoom helps teams eliminate context switching and stay aligned across communication platforms 

Key Features for Enhanced Business Productivity

1. 1. No-Code, Template-Based DesignWorkflow Automation comes with prebuilt templates (e.g., for time-off requests or onboarding), allowing even typical business users to automate tasks no coding required
   2. AI Companion as Work OrchestratorZoom AI Companion, the company’s in-house generative assistant, powers the system by summarizing meeting content and triggering downstream tasks. For instance:
      • Post-meeting summaries are logged as action items in Docs and chats.
        
      • IT tickets are auto-created based on chat submissions.
        
      • Conditional logic enables branching workflows based on who responds
        
   3. Third‑Party Ecosystem IntegrationUsers can automate across platforms – Google Drive, Jira, Microsoft apps directly from Zoom, reducing inefficiencies caused by toggling between tools Admins can also target specific use cases, like Jira ticket creation or help desk form generation.
   4. Cost and AvailabilityThe feature is included at no extra cost during the trial period for paid Zoom plans. Users simply need to upgrade to Zoom desktop version 6.3.10 or newer to access Workflow Automation

Complementary AI-Enhanced Features

Alongside Workflow Automation, Zoom is rolling out several enhancements to its UCaaS suite:

1. 1. • Zoom Clips Avatars: A library of 18 AI avatars allows users to generate video messages at scale without studio retakes, useful for asynchronous updates
      • Forms & Charts in Zoom Docs: Users can collect data directly in Docs with built-in forms, create nested tables, and generate charts to visualize project status
      • Enhanced Zoom Rooms Audio: Companion audio improves conferencing sound via laptops and offers a “listen” mode optimized for assistive devices
      • Integrated YouTube App in Meetings: Coming soon, the ability to present YouTube videos natively in meetings, improving playback quality without lag
      • Multilingual Support: Expanded AI Companion and caption capabilities now include Portuguese, Welsh, Hebrew, and dozens of UI languages
      • Zoom Whiteboard Containers: Diagramming becomes easier with visual containers to organize related elements

Agentic AI: Taking Action on Behalf of Users

Zoom further deepened its AI integration by introducing “agentic” capabilities essentially empowering Zoom AI Companion to act autonomously on behalf of users. It can:

1. 1. • Create follow-up meetings and documents post-meets.
      • Record, transcribe, and summarize in-person or phone meetings via mobile.
      • Launch Tasks tab: a centralized hub where detected tasks are surfaced and actionable

Business Implications for UCaaS Buyers

For UCaaS and VoIP professionals, Zoom’s Workflow Automation and agentic AI developments offer compelling benefits:

1. 1. • Significant Time Savings: Routine tasks documentation, meeting follow-up, notifications automated end-to-end, freeing staff for more strategic work.
      • Reduced Human Error: AI-generated summaries ensure consistent action tracking, minimizing the risk of missed tasks.
      • Improved Team Alignment: Centralized workflows decrease miscommunication and information silos.
      • Scalable Automation: Democratized no-code tools allow varied teams to automate workflows without technical help.
      • Competitive Positioning: Zoom is closing the gap with unified platforms like Microsoft Teams and Google Workspace by embedding AI across communications modalities.

What to Consider Before You Buy

1. 1. • Plan Requirements: Workflow Automation is available on paid plans; confirm eligibility.
      • Integration Scope: While Zoom supports major third-party tools, check that your critical apps are included.
      • User Training: Encourage adoption through light onboarding—e.g., “start with a form-based leave request” workflows.
      • Governance & Privacy: Ensure triggers don’t expose sensitive data; calibrate sharing settings carefully to preserve compliance.

Final Thoughts:

Zoom’s Workflow Automation reflects a shift toward deeper platform functionality, with AI handling more of the operational load.

For teams evaluating unified communications solutions, this update adds a layer of flexibility and scalability that may be useful to explore, especially if automation and cross-tool visibility are part of your long-term requirements.

Find the original article here.

Stay tuned to Zoom’s UCaaSReview provider profile for more insights and updates on the latest developments.