> For the complete documentation index, see [llms.txt](https://help.transform.ai/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.transform.ai/integrations/zoom-app-user-documentation.md).

# 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.

<div data-with-frame="true"><figure><img src="/files/thnXzdi6ttNSuDXt4xpK" alt=""><figcaption></figcaption></figure></div>

<div data-with-frame="true"><figure><img src="/files/ooiEZaOZvxau9ITThmps" alt=""><figcaption></figcaption></figure></div>

#### 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](https://help.transform.ai/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**

&#x20;**Use case:** Automatically import your Zoom meeting summaries and transcripts into TransformAI.&#x20;

**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).

&#x20;**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.

## &#x20;Usage #2

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

&#x20;**Prerequisites**:

1\.    Zoom connector must be in a Connected state.

&#x20;**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.

## &#x20;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](https://support.zoom.com/hc/en/article?id=zm_kb\&sysparm_article=KB0063819).

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 <support@transform.ai>.


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