Use Zoom with AI
Connect nowCreate meeting links and use permitted transcripts.
Meetings & viewing notes
Using Zoom in an agency
Zoom is a remote valuation or a solicitor call. Creating the link is the small job. A transcript, if your plan and the consent allow one, can be turned into actions. Recording rules are yours. Do not summarise a call you were not supposed to record.
What your bots can do
You can connect it now. Bots don’t do work in it yet: these are the actions listed, and each one is switched on after it passes our tests.
- DraftDraft a summary and actions
- ReadRead permitted meeting notes
Before you connect
- Account you’ll need
- A Zoom account
- Who connects it
- Can be a shared organisation account, or a person’s own.
- Approval
- Anything that sends, publishes or changes a record waits for your approval unless you set a policy. Spending needs its own limit.
- Other charges
- Your own subscription, and any charges from the provider, are billed by them.
Questions
What account does Zoom need?
A Zoom account
Will a bot change Zoom without asking?
No. Anything that sends, publishes or changes a record waits for your approval, and you see the account and the text. Connecting an app is not the same as a bot already doing tested work in it. The status on this page is the one to trust.
Is KeyAccess an official Zoom partner?
No. You connect an account you or your agency already have, through Zoom’s own sign-in, where that connection is in the catalogue.