Zoom guide

What it does

AttendeeBot sends a notetaker into your Zoom meetings. It records the meeting audio after the host allows it, then gives you a transcript, notes and action items.

Connecting Zoom lets the notetaker join Zoom meetings hosted by other companies, on your behalf. It only joins while you're in the meeting, and Zoom removes it when you leave.

Before you start

  • An AttendeeBot account.
  • A Zoom account. You join the meeting with this account.
  • The meeting link, from your calendar or pasted on the Meetings page.
  • The meeting host must allow the notetaker to record.

Adding the app

  1. In AttendeeBot, go to Settings > Integrations and choose Connect Zoom. You can also start from the Zoom App Marketplace: find AttendeeBot and choose Add.
  2. Sign in to Zoom if asked, review the permissions and choose Allow.
  3. You return to AttendeeBot and the Zoom card says Connected. If you started in the Marketplace, sign in to AttendeeBot and choose Connect Zoom once more to finish.

AttendeeBot asks Zoom for two permissions:

  • Your Zoom user ID, account ID and email (user:read:user), to show which account is connected and to match a removal.
  • A one-time token for a meeting you are in (user:read:token), so the notetaker can join it on your behalf.

Using the app

  1. On the Meetings page, turn the bot on for a Zoom meeting, or paste a Zoom link to add one.
  2. Join the meeting in Zoom with the account you connected. The notetaker joins after you do. If you join late, it keeps trying for 10 minutes.
  3. The notetaker posts a chat message saying it is recording, and asks the host for permission to record. Nothing is recorded until the host allows it.
  4. While it records, everyone sees Zoom's recording indicator. If the host stops the permission, recording stops.
  5. The host can remove the notetaker at any time from the Participants list. It also leaves when you leave, or when the meeting ends.
  6. After the meeting, open it on the Meetings page for the transcript, notes and action items.

Removing the app

Either way works:

  • In AttendeeBot, go to Settings > Integrations, open More actions on the Zoom card and choose Disconnect Zoom.
  • In Zoom, go to the Zoom App Marketplace, choose Manage > Added Apps, find AttendeeBot and choose Remove.

What happens when you remove it:

  • We delete your Zoom tokens and Zoom account details right away.
  • The notetaker can no longer join Zoom meetings hosted by other companies for you.
  • Meetings already recorded stay in AttendeeBot until you delete them. To delete one, open it and choose Delete. To delete everything, delete your account in Settings. See the privacy policy for details.

Troubleshooting

  • The notetaker hasn't joined. It joins only after you are in the meeting with the Zoom account you connected. Check that you are signed in to Zoom with that account. It stops trying after 10 minutes.
  • The host didn't allow recording. The notetaker leaves and nothing is recorded. Ask the host to allow it, then send the bot again.
  • "Hosted outside Rooted's Zoom account." Connect Zoom in Settings > Integrations, then try again.
  • "Reconnect Zoom." Your Zoom access expired or was removed. Choose Reconnect Zoom on the Zoom card.
  • The meeting is locked or has a waiting room. The host needs to let the notetaker in.

Support

Email support@attendeebot.com or use the contact form. We answer Monday to Friday, 9 AM to 5 PM Central (US), and reply within 1 business day.