Record Zoom calls | Docs | Fivo University

Zoom needs no OAuth connection or app install. Fivo's meeting assistant joins the Zoom call as a participant, records it and writes the report. This article covers how to bring it into your Zoom meetings.

What it adds to your Brain

Every Zoom call the assistant joins becomes a report: transcript, recording with timestamps, AI summary, chapters, tasks and action items, and participants. You can chat with the report afterwards.

Each report is also a document in your graph. Fivo extracts who attended, what was decided, who committed to what and which topics came up, and links them to the companies and projects they concern. A sales call becomes a set of facts attached to that account, with the report as their source. See Meeting reports.

Before you start

The assistant reaches a Zoom call in one of two ways:

Through your calendar: connect your Google or Microsoft calendar in Integrations. The assistant reads the Zoom link from the event. See Connect your calendar.
By link: paste the Zoom meeting link on Home. Nothing to connect.

The assistant joins as a visible participant and announces itself. If the Zoom meeting has a waiting room, the host has to admit it. If the meeting is passcode-protected, use the invite link that carries the passcode.

Step by step

To join automatically:

Open Integrations in app.fivo.ai and connect Google Calendar or Microsoft Outlook.
Choose the join mode in Account Settings > Meeting Preferences > Meetings assistant or in Home > Upcoming events > Settings: join all calls (recommended), join only meetings you created, or join manual meetings only.
Your upcoming events appear on Home, and the assistant joins each Zoom call that matches your mode.

To join one call by hand:

On Home, use Add link and paste the Zoom meeting URL.
The assistant joins that call when it starts.

What happens next

After the call, Fivo processes the recording and publishes the report. Tasks detected in the call appear in the report and on Home. With email recaps set in Settings > Recap Settings, a summary goes to the recipients you chose: only you, everyone on the invite, or nobody.

Who sees the report: when the assistant joined through your calendar, every participant of the event gets access by default. When you added the link by hand, only you do. Change access from the report page, or add the report to a space for a whole team. Access to a report is also access to its facts in the graph. See Permissions: what your Brain can see.

Disconnect

There is nothing Zoom-specific to disconnect. To stop the assistant from joining your Zoom calls, set the join mode to manual (recommended) in Meeting Preferences, or disconnect the calendar in Integrations.

Troubleshooting

The assistant is stuck in the waiting room. Zoom asked the host to admit it. The host has to let it in, or disable the waiting room for that meeting.
The assistant did not join a scheduled call. Make sure the event carries a Zoom link, lives in a connected calendar and matches your join mode.
The call needed a passcode. Paste the full invite link, which includes the passcode, rather than the bare meeting URL.
A call was recorded that should not have been. Switch the join mode to manual, or remove the Zoom link from the event before it starts.

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