Use Zoom's AI to Summarize CDI Team Meetings

What This Does

Zoom's meeting summary automatically transcribes your CDI team meetings and generates a structured summary with key discussion points and action items. eliminating manual note-taking and ensuring follow-through on every agenda item.

Before You Start

• You have a Zoom account (meeting summary is included with eligible paid Zoom Workplace plans)
• You're the meeting host, or the host has turned on meeting summary for all participants
• Participants have been informed that AI transcription is active (required for compliance)

Steps

1. Turn on meeting summary before your meeting

Sign in at zoom.us and open Settings. Look for the meeting summary and smart recording controls in the AI section and turn them on. You can set summaries to start automatically for all your hosted meetings, or start one manually at the beginning of each meeting. Zoom used to call these features "AI Companion" and dropped that name in 2026, so older help articles and colleagues may still use the old term.

2. Start your CDI meeting as normal

Begin your weekly CDI team meeting. To start a summary manually, hover over the AI icon in the meeting toolbar, tick the Meeting summary checkbox, then click Start Zoom AI. Participants will be notified that AI is generating a summary.

3. Run your meeting without taking notes

Discuss agenda items, case reviews, audit updates, and action items as usual. You don't need to do anything different. Zoom is capturing everything.

4. Access the summary after the meeting

Within a few minutes of ending the meeting, you'll receive an email with the meeting summary, or find it in your Zoom account under Recordings & Summaries. The summary includes:

• Key discussion points organized by topic
• Action items with the names of who was assigned each task
• A list of questions raised during the meeting

5. Edit and distribute

Review the summary for accuracy (AI occasionally mishears clinical terminology, check diagnosis names and medication names). Edit any errors, then forward the summary to your CDI team in one click.

What you should see: A 1-2 page structured summary appearing in your email within 5-10 minutes of meeting end. Troubleshooting: If medical terms are transcribed incorrectly, you can edit the summary before sending. For recurring issues with specific terms, add them to Zoom's custom vocabulary, found with the AI settings in the Zoom web portal.

Real Example

Scenario: Your Monday 9am CDI team meeting covers 12 agenda items including new RAC audit responses, this week's query targets, and ICD-10 FY2026 update review.

What you do: Start the meeting summary before the meeting, run the meeting normally, end the meeting.

What you get: A structured summary email arrives: "Discussion Topics: 1) RAC Audit Response. Action: Sarah to draft appeal letter for sepsis case by Wednesday 2) Query Targets. cardiac service prioritized this week 3) ICD-10 FY2026 Updates, team to review new sepsis codes by Friday." Distributed to all attendees in 2 minutes.

Tips

• Add "let's capture that as an action item" to your verbal vocabulary during meetings. Zoom AI reliably picks up action items when framed this way
• For monthly CDI leadership meetings, export the summary as a PDF for your program documentation files
• Use the same feature for one-on-one check-ins with new CDI staff. the summary serves as an onboarding note log

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