This guide is for Coaching & AI users who want Demodesk to automatically record and transcribe Zoom meetings. To use a Zoom personal room as a booking location in Demodesk Scheduling, see “Zoom for Scheduling” instead.
In this guide we will cover:
Installation
Login into your Demodesk account and go to your Connections page.
Scroll down to the Video conferencing section
Click Connect next to Zoom.
On the authorization screen, grant Demodesk permission to access your Zoom account by clicking Allow.
That’s it! Your Zoom account is now connected ✅
Usage
Demodesk uses your connected calendar to detect Zoom meetings and send the Notetaker bot based on your import settings.
To ensure everything works smoothly:
Make sure your calendar is connected and the Zoom integration is installed.
Schedule a calendar event with a valid Zoom link in the location field (as you would when inviting a customer).
Alternatively, you can manually add a Zoom meeting by copying and pasting the invite link into Demodesk.
That's it! 🎉 Demodesk will handle the rest, and the Notetaker will automatically join the meeting at the start time. The resulting recording will be automatically be transcribed and saved to your Demodesk dashboard.
Uninstallation
Login into your Demodesk account and go to your Connections page.
Scroll down to the Video conferencing section and click Disconnect.
