AI note takers for Zoom: keep decisions separate from suggestions Evidence date: 2026-10-07 Decision criteria Host settings, account eligibility, sharing and retention. Editorial evaluation scenario Fictional notes: Jules will investigate option B; budget approval is deferred until Monday. Create different fields for a proposal, an agreed action and an unresolved question. Check that owners appear only when the conversation actually assigned them. Host settings, account eligibility, sharing and retention. Input / draft / final edit Fictional notes: Jules will investigate option B; budget approval is deferred until Monday. Jules will buy option B; budget approved. Action: Jules investigates option B. Decision: purchase and budget approval remain deferred. Follow-up: review on Monday. Before buying Zoom Support Documented: Zoom documents Meeting Summary with AI Companion. Check: Host settings, account eligibility, sharing and retention. Manual or conventional route Documented: Use a shared decision log when a meeting mainly confirms a few already-known actions. Check: Editorial workflow advice; this is not a measured comparison or vendor performance claim. Official sources https://support.zoom.com/hc/en/article?id=zm_kb&sysparm_article=KB0058013 Record your own test: selected plan, date, input, output, corrections, export and total cost. This sheet does not claim a vendor test.