Integrate With Zoom

Integrate With Zoom

The Chisel-Zoom Integration is a straightforward process that brings Zoom conversation transcripts and helps you capture ideas and create documents from them. This ensures nothing is lost, but instead captured and acted upon. 

Note: Your Zoom account should be an Admin-level account, as it needs to grant appropriate permission to access all users’ transcripts in that Zoom account

Setting Up the Zoom Integration

  1. Click on ‘Integrations’ under the ‘workspace‘ pillar on the left navigation bar.
  2. Once you click on ‘Integrations,’ you will see a screen that shows you all the integrations you have set up(active integrations) and other integrations you can set up.

3. Next, click on the connect button next to Zoom

4. Here, you’ll need to click on the Authorize button 

5. This will take you to the screen where you have to give permission for Chisel to access your Zoom account

6. Once that is done, your integration is set up.

Capturing the Ideas

Note: You need to have a ‘Pro’, ‘Business’ or ‘Enterprise’ Zoom account to get the cloud transcripts. Also, enable the cloud transcripts for Chisel to process them.

  1. Go to Capture Ideas in PM Agent 

    2. Here, click on Import next to Zoom

    3. Once the configuration is done, begin to import the conversations by filtering them as per the date range

    4. Have a look at the list once, uncheck the ones you’d want to skip

    5. Click on Capture Ideas for the Chisel’s AI to begin the work  

    6. To review the generated ideas, filter the source as ‘Zoom Ideas’ in your Idea Box.