Integrations · Calendar & scheduling

Zoom in the conversation.

Video meetings, and often the recording and transcript that follow them. Connect it once and your copilot works with meetings, participants, recordings and transcripts without leaving the thread — and your workflows can act on it while the customer is still typing.

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Zoom

Calendar & scheduling

01 · COPILOT

Ask for it in plain language. It does the Zoom part.

Copilot rides inside the inbox. With Zoom connected it reads meetings, participants, recordings and transcripts and acts on them from the same panel as the conversation — no second tab, no copying an order number across.

Create a meeting and return the join link
Read a scheduled meeting and its participants
List recordings for a meeting
Read a meeting transcript where one exists

What a specific connection exposes is decided by Zoom, not by us: Settings → Apps lists the real tools your connection carries, each with its own switch.

02 · WORKFLOWS

Something happens in Zoom. A workflow starts.

Once Zoom is connected, its events show up in the workflow editor's trigger picker, and the fields the event carries become variables every later step can read — so the message you send is written from what actually happened.

A meeting ends
A recording becomes available

The picker is the authority on which events your Zoom connection publishes — these are the kinds that apps of this sort emit.

03 · THE AI AGENT STEP

One step that decides which Zoom tools to call.

A workflow's AI Agent step runs a bounded tool-calling loop over the apps you have connected and returns an object whose fields you declared. So "find the record, check the status, and give me status and owner" is one step rather than four — and the fields it returns are available to every step after it.

You declare the output

The rows you name become the variables downstream steps read, so a branch can test what Zoom said.

You cap the effort

A step budget and a model tier per node — the loop stops where you told it to.

Only what you switched on

The loop can call the Zoom tools you left enabled and nothing else.

What teams do with it

Two ways Zoom earns its connection.

A link, generated on the spot

The customer wants to jump on a call now — the agent creates the Zoom meeting and drops the link into the thread.

What was agreed, in the record

A workflow fires when a meeting ends, summarizes the transcript and writes the outcome onto the conversation and the CRM record.

Setup

Connect Zoom in about a minute.

1
Open Settings → Apps
It is open to everyone in your organization, not just admins — which apps your copilot can reach is part of doing the job.
2
Find Zoom in Browse
The catalogue runs to hundreds of apps and is searchable. Connect Zoom from its card.
3
Authorize with your own Zoom account
You sign in on Zoom's own screen and approve the access. The connection carries that account's permissions — no API keys are pasted into Cloodot.
4
Choose the tools it may call
Open the connection and switch off anything you would rather it never touched. A tool you switch off is out of reach from the next question onward.

Open Settings → Apps →

Zoom questions.

How do I connect Zoom to Cloodot?

Open Settings → Apps in Cloodot, switch to Browse, and search for Zoom. Connecting it opens Zoom's own sign-in and consent screen; when you come back, the app is listed as Connected and your copilot can use it. Nothing is installed and no keys are pasted into Cloodot.

What can Cloodot do in Zoom?

Work of this kind: create a meeting and return the join link; read a scheduled meeting and its participants; list recordings for a meeting; read a meeting transcript where one exists. The exact list depends on what your Zoom account is allowed to do — Settings → Apps shows every tool the connection actually exposes.

Can I limit which Zoom tools Cloodot may use?

Yes. Open the connection and every tool it exposes is a switch, searchable by name. A tool you switch off is out of reach from the next question onward, so a read-only Zoom connection is a matter of leaving the writes off.

Can an event in Zoom start a Cloodot workflow?

Yes. Events like a meeting ends, a recording becomes available appear in the workflow editor's trigger picker once Zoom is connected, and the event's own fields become variables the rest of the workflow can read.

Who in my team can connect Zoom?

Anyone in the organization — Apps is not restricted to admins and owners, because which apps a copilot can reach is part of doing the job. The connection carries the permissions of the Zoom account that authorized it, so a calendar & scheduling connection is only ever as broad as the account behind it.

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