Zoom App User Documentation

Adding Zoom App To Transform

1. Log in to your TransformAI account.

2. Navigate to your Profile (bottom-left) → Profile / Settings.

3. In the Connected Services section, find Zoom and click Connect.

4. A popup window will open, redirecting you to Zoom’s authorization page.

5. Sign in to Zoom if prompted, then review the requested permissions and click Allow.

6. The popup will close in 3 seconds once authorization is complete. The Zoom connector will show a Connected status with the date it was authorized.

Troubleshooting

• If the popup is blocked by your browser, allow popups for this site and try again.

• If you see a “Failed” status after authorizing, try disconnecting and reconnecting. If the issue persists, contact support.

• Make sure you are authorizing with a Zoom account that has access to the meetings and data you want to sync.

Usage # 1

Meeting Sync

Use case: Automatically import your Zoom meeting summaries and transcripts into TransformAI.

Prerequisites:

1. Zoom connector must be in a Connected state.

2. Meeting summaries must be enabled in your Zoom account settings (requires Zoom AI Companion or equivalent).

Features available after connecting:

1. Auto Join All Meetings TransformAI's meeting bot can automatically join your Zoom meetings to capture notes. Toggle this on/off from Settings → Connected Services → Zoom.

2. Auto Sync All Meetings Automatically sync past meeting summaries and transcripts. Toggle on/off from the same section.

3. Manual Import Navigate to Settings → Connected Services → Zoom settings to view recent meetings and manually import individual meetings that have transcripts available.

Usage #2

Use case: Manually make the TransformAI bot join a meeting.

Prerequisites:

1. Zoom connector must be in a Connected state.

Steps

1. Navigate to the Account Meetings section from the left sidebar and click on the meeting you want to join.

2. In the right-hand panel, find the Attendees section — if no meeting URL is linked yet, click Setup Meeting Bot, paste the Zoom meeting URL, and confirm.

3. Once the URL is set, click ‘Join with Bot’. The button will briefly show Starting… while the bot is dispatched, then the panel will update in real time as the bot progresses: Waiting to join → Joining meeting → Recording → Processing transcript → Completed, at which point the recording and summary are available on the meeting page.

4. If the bot fails at any point, a Retry Bot button will appear, if you see an authentication error, reconnect your Zoom account from Settings → Connected Services.

Removing the App

From your TransformAI account

1. Navigate to your Profile / Setting→ Settings.

2. In Connected Services, find Zoom and click Unlink,

3. Confirm the action in the dialog that appears.

What happens when you Unlink:

• Your Zoom OAuth tokens (access token and refresh token) are immediately deleted from TransformAI’s database.

• The connector status is set to Revoked and deactivated.

• TransformAI will no longer be able to access your Zoom account data.

• Previously imported meeting data (summaries, transcripts) that was already synced into TransformAI is not automatically deleted contact support if you want this data removed.

Revoking from Zoom directly

1. Log in to zoom.us → App Marketplace.

2. Click Manage → Added Apps.

3. Find TransformAI and click Remove.

4. When Zoom sends a deauthorization event to TransformAI, any stored credentials for your account will be revoked.

For more information about revoking Transform Permissions directly from Zoom please visit Zoom Support Link.

Data deletion: Upon deauthorization, TransformAI removes your Zoom OAuth tokens from our systems. If you require full deletion of all data associated with your account, please contact us at [e-mail].