Zoom

Connect Zoom to ajan to manage meetings, access recordings, and retrieve transcripts from your conversations

Overview

Zoom is a video conferencing platform for meetings, webinars, and collaboration. Once connected, you can use ajan to schedule meetings, access recordings, and retrieve transcripts directly from your conversations.

Prerequisites

Before setting up the integration, make sure you have:

• A Zoom account with permission to authorize third-party OAuth applications
• Cloud recording enabled on your Zoom account if you want to access recordings and transcripts
• Zoom AI Companion enabled if you want to use meeting summaries

Setup

Navigate to Integrations

In ajan, go to Integrations and find Zoom in the integrations list.

Connect via OAuth

Click Connect to start the OAuth flow. You will be redirected to Zoom to authorize ajan.

Authorize access

Log in to your Zoom account if prompted, then approve the requested permissions to grant ajan access.

Start using Zoom in ajan

After authorization, you will be redirected back to ajan. Tag the integration with @ in any agent to start managing your meetings and recordings.

Setup for Dedicated Deployments

Dedicated deployment customers cannot use the standard Zoom Marketplace app because the OAuth redirect URL must point to your dedicated ajan instance. Instead, you need to create your own Zoom OAuth app and configure it in ajan using a custom OAuth client. For how custom OAuth clients and group assignments work, see Bring Your Own OAuth Client.

Prerequisites

• Zoom admin or developer account with access to the Zoom App Marketplace
• Admin access to your dedicated ajan instance

Step 1: Create a Zoom OAuth App

Open the Zoom App Marketplace

Go to the Zoom App Marketplace and sign in with your Zoom account. Click Develop in the top navigation and select Build App.

Configure basic information

Update the app name and configure the following:

• App Name: Choose a descriptive name (e.g., "ajan")
• App Management Type: Select User-managed so individual users can connect their own Zoom accounts
• OAuth Redirect URL: Enter the redirect URL from your ajan instance. To find it, go to Workspace settings → Integrations → Zoom and click Configure your OAuth client to use this integration. The redirect URL appears in the configuration dialog.

Configure scopes

Navigate to the Scopes section and add the following scopes:

Recording

• cloud_recording:read:meeting_transcript
• cloud_recording:read:recording
• cloud_recording:read:list_recording_files
• cloud_recording:read:list_user_recordings

User

• user:read:email
• user:read:user

Meetings

• meeting:read:past_meeting
• meeting:read:meeting
• meeting:read:list_past_instances
• meeting:read:list_meetings
• meeting:read:list_upcoming_meetings
• meeting:write:meeting
• meeting:read:summary

Save your credentials

After creating the app, note down the Client ID and Client Secret from the app's credentials page. You will need these in the next step.

Step 2: Add the App to Users

Once the app is created, you need to add it to the Zoom users who should be able to connect with ajan.

Choose Add app for others and select either specific users or all users in your Zoom account. This option also allows you to configure additional app settings.

Choose Add app for yourself to enable the integration for your own account. This option does not provide access to additional app settings.

After adding, you can manage users and their permissions under the Users & groups tab in the app's admin view.

Step 3: Configure the OAuth Client in ajan

Open integration settings

In your dedicated ajan instance, navigate to Workspace settings → Integrations and select Zoom. Click Configure your OAuth client to use this integration.

Enter credentials

Optionally add a Client name so you can identify the client in the client list. Under Access, keep Entire workspace, or choose Groups to limit the client to specific user groups. Enter the Client ID and Client secret from the Zoom app you created in Step 1. Click Save and confirm the change.

Activate the client

Select the saved client from the client list and confirm the switch.

Test the connection

Have a user connect their Zoom account to verify:

• The OAuth consent screen appears correctly
• All required scopes are granted
• Zoom data (meetings, recordings) is accessible through ajan

Common Use Cases

• Meeting Management — Schedule new meetings, retrieve upcoming or past meetings, and access meeting details like join links and settings
• Meeting Summaries — Retrieve AI-generated summaries for completed meetings (requires Zoom AI Companion)
• Recordings — Browse cloud recordings, access recording files, and retrieve full text transcripts
• Recurring Meetings — Look up past instances of recurring meetings to track specific occurrences

Example Prompts

• "Schedule a 30-minute meeting called 'Q2 Planning' for tomorrow at 2pm Berlin time"
• "What meetings do I have coming up this week?"
• "Get the transcript from my last all-hands recording"
• "Show me the summary of yesterday's team standup"
• "List all recordings from last month"

Permissions

The integration requests the following Zoom scopes:

Notes

• Meeting summaries require Zoom AI Companion to be enabled on your Zoom account
• Transcripts are only available for cloud recordings where transcription was enabled
• Creating a meeting requires your confirmation before the meeting is scheduled