Reading:
Zoom Integration
3 months ago

Zoom Integration


Installation

  • Sign into Sonero and go to the Integrations page
  • Click the Connect button for Zoom
  • Click Authorize in the next page to give Sonero the necessary permissions (You have to sign into your Zoom account if you’re not currently signed in)
  • Once authorization is successful, your Sonero and Zoom accounts should now be connected. That’s it!

Usage

Whenever you record a Zoom meeting to the cloud, Sonero will automatically pick up your meeting recording, transcribe and process the recording and then notify you when the meeting summary is available via email. It’s that simple!

  • Schedule a meeting in Zoom (Please Note: We recommend you enable automatic cloud recording of your meeting when scheduling or you can turn on this option for all your meetings: https://support.zoom.us/hc/en-us/articles/202921119-Automatic-Recording)
  • Start your Zoom meeting. If the meeting was not set to automatically record to the cloud, please click the Record to the Cloud button in Zoom.
  • Once your meeting ends, Sonero will automatically process your meeting for analysis and send you an email

You can also add a meeting agenda in Sonero to help you structure your meetings. In addition, Sonero can use the agenda topics when summarizing the meetings. This can be done through multiple ways as seen below.

Adding a meeting agenda in Sonero before your meeting:

  • Schedule a meeting in Zoom
  • Go to the My Meetings page in Sonero and you should see the same meeting in Scheduled status
  • Click into this meeting to add your Meeting Agenda and hit Save
  • In Zoom, start your meeting and if you don’t have automatic cloud recording enabled, please make sure to click Record to the Cloud to begin recording
  • Once the meeting is finished, Sonero will send you an email automatically when meeting notes are available

Adding a meeting agenda in the calendar invite:

  • Start a calendar invite for your Zoom meeting
  • Add the meeting agenda in the form of a bullet list or a numbered list in the body and preface it with the caption Meeting Agenda or just Agenda
  • Add your meeting participants and include hello@sonero.ai as a participant
  • In Zoom, start your meeting and click Record to the Cloud to begin recording
  • Once the meeting is finished, Sonero will send you an email automatically when meeting notes are available

This image has an empty alt attribute; its file name is Zoom_Instructions-1-1024x688.png

Uninstallation

  • Sign in to your Zoom Account and navigate to the Zoom App Marketplace
  • Click Manage > Installed Apps or search for the Sonero app
  • Click the Sonero app
  • Click Uninstall


Arrow-up