help

Use Zoom with worcflow

Connect your Zoom account so the Chief of Staff, your AI employee, can work with your meetings. Every change to a meeting waits for your approval.

What it does

  • Lists your upcoming Zoom meetings and reads their details.
  • Schedules, moves or cancels a meeting after you approve it.
  • Shows who attended a past meeting and reads Zoom’s summary of it.
  • Reads cloud recording transcripts, so the commitments made in your meetings are tracked.

Before you start

  • A worcflow workspace.
  • A Zoom account.
  • If you want your meetings imported: cloud recording with audio transcripts turned on in your Zoom settings. Cloud recording needs a paid Zoom plan, such as Pro.

Add the app

  1. In worcflow, open Settings from the left rail, then choose Zoom.
  2. On the Zoom card, choose Connect Zoom.
  3. Sign in to Zoom.
  4. Review the permissions worcflow.ai asks for, then choose Allow.
  5. You return to worcflow. The Zoom card shows your account as Connected.

A company can connect its own Zoom Server-to-Server app instead. Choose Use your company’s Zoom app on the same card, then enter the app’s Account ID, Client ID and Client Secret, and whose meetings to read.

Use it

Ask the Chief of Staff in plain language. For example:

  • “What's on my Zoom calendar tomorrow?”
  • “Set up a 30-minute call with Priya on Thursday at 4 pm.”
  • “Who attended yesterday's Q4 review?”

When the Chief of Staff wants to schedule, move or cancel a meeting, you get an approval first. Nothing changes in Zoom until you approve it.

Permissions we request

Zoom scopeWhy we need it
user:read:userRead your Zoom user ID, name and email, so we know which account is connected.
meeting:read:list_meetingsList your upcoming meetings when you ask what is on your calendar.
meeting:read:meetingRead a meeting's details: topic, time, duration, agenda, join link, passcode and dial-in.
meeting:write:meetingSchedule a new meeting, only after you approve it.
meeting:update:meetingMove or change a meeting, only after you approve it.
meeting:delete:meetingCancel a meeting, only after you approve it.
meeting:read:past_meetingRead the details of a meeting that has ended.
meeting:read:list_past_participantsSee who attended a past meeting.
meeting:read:summaryRead Zoom's summary of a past meeting.
cloud_recording:read:list_user_recordingsFind your cloud-recorded meetings.
cloud_recording:read:list_recording_filesRead the transcript of a cloud recording, so commitments made in the meeting are tracked.

Remove the app

You can remove it in either place.

In worcflow

Open Settings → Zoom, and choose Disconnect next to your account.

In Zoom

  1. Sign in to marketplace.zoom.us.
  2. Go to Manage → Added Apps.
  3. Find worcflow.ai and choose Remove.

What happens

We delete the Zoom tokens we hold and stop all access to your Zoom account. Meetings already imported stay in your workspace. To have Zoom user data deleted, contact us at [email protected]. See the Zoom section of our privacy notice.

Support

Email [email protected] or use our contact page.