AI-Agents for Operations Coordinators working with Zoom

Zoom brings teams together to get more done in a frictionless environment. Zoom's reliable, video-first unified communications platform provides video meetings, voice, webinars, and chat across desktops, phones, mobile devices, and conference systems

Create Project Folders

Create shared folders from approved project rows and message requesters.

Your team can find new project work in a shared folder named by your rules, with its link on the project row and in the requester's chat.

Works with15 tools
Log Contract Details

Enter new contract terms from team chat into the tracker.

Your team gets a linked tracker row and a contract summary to check when someone shares a readable contract file in chat.

Works with9 tools
Create CSV File

Turn team handoff tables into CSV files and flag rows that do not fit.

Get a downloadable CSV from columns and rows your teammate posts in chat, with a count of included rows and reasons for any left out.

Works with5 tools
Transcribe Voice Messages

Send shared-phone voice transcripts to the on-duty teammate.

Get voice messages from your shared Android phone as text in your chosen coverage chat, with the sender and arrival time included.

Works with4 tools
Upload Linked Files

Move requested files into team channels and report each result.

Your team gets the file in the named channel with the requester's note. The requester gets a link or a clear reason it could not be shared.

Works with7 tools
Sync Meeting Tracker

Keep team meeting changes current for planning reports.

Your shared spreadsheet shows current meeting details and cancellations from the calendar you choose, without reentering updates.

Works with11 tools
File In-Person Meeting Notes

File cross-team meeting follow-ups in a searchable note.

Your in-person meeting notes land in a searchable team library. Decisions and follow-ups stay linked to the recording.

Works with7 tools
Transcribe Team Recordings

Return readable transcripts to colleagues who submit recordings.

Get a transcript with speaker labels and timestamps in your team's request thread, or a clear reason when it cannot be shared.

Works with7 tools
Send Client Contracts

Turn client contract requests into sent agreements and follow-up dates.

Your client agreements reach the right signers, and your contract tracker shows who still needs to sign and when to follow up.

Works with24 tools
File AI Meeting Notes

Keep cross-team meeting actions easy to find.

Your team can find decisions and follow-ups from recorded online meetings in the notes library they already use.

Works with4 tools
Create Jira Tickets

Log staff requests from chat as tickets and share their links.

Your staff get Jira tickets from Slack support requests, with files and your priority rules carried through and a link sent back in the thread.

Works with10 tools
Add Intake Submissions

Add valid intake forms to the tracking table and report the result.

Keep your tracking table focused on valid form responses, with an email explaining what was added or what needs fixing.

Works with5 tools
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