How to Switch from Zoom to AI Meeting Tools

TL;DR: Switching from Zoom to AI Meeting Tools is straightforward. This guide walks you through each step so you do not lose any data or productivity during the transition.

Why Switch to AI Meeting Tools?

AI Meeting Tools offers AI-powered features that Zoom lacks. Most users complete the migration in under an hour and see immediate productivity improvements.

Migration Steps

Step 1: Identify your meeting pain points

Most Zoom users struggle with: no automated notes, missed action items, too many unnecessary meetings.

Step 2: Add Otter.ai for transcription

Otter.ai integrates with Zoom (and other platforms). It auto-transcribes, identifies speakers, and generates summaries.

Step 3: Try Fathom for free

Fathom offers free AI meeting notes with action items. It works inside Zoom — no platform switch needed.

Step 4: Use tl;dv for async

tl;dv records meetings and creates shareable highlight clips. Replace unnecessary meetings with async video updates.

Step 5: Combine tools

Keep Zoom for video calls. Add Otter.ai or Fathom for AI notes. Use Loom for async updates. This combo saves 5+ hours per week.

Common Migration Concerns

  • Will I lose my data? No — always export before switching. This guide includes export steps.
  • Can I use both? Yes — many users run both tools during a transition period.
  • What if the new tool does not work for me? Most AI tools offer monthly billing. Cancel anytime with no penalty.

FAQ

How long does the migration take?

Most migrations take 30-60 minutes. Complex setups with lots of data may take 2-3 hours.

Should I cancel Zoom immediately?

No. Run both tools for 1-2 weeks to ensure the new tool meets all your needs before canceling.

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