Using Sumnote with Zoom

Sumnote for Zoom records your Zoom meetings, transcribes them, identifies who said what, and turns each call into a clear summary plus tasks and decisions you review and accept.

You can capture a meeting two ways: send a Sumnote bot to join the call, or, on Zoom Pro and Business, let Sumnote pick up your Zoom cloud recordings automatically. You’ll need a Sumnote account and a Zoom account you can authorize; connecting takes about a minute.

1. 1

   Open Sumnote

   Sign in to your Sumnote account, or create one. If you found Sumnote on the Zoom App Marketplace, the Visit site to add button brings you here.
2. 2

   Go to Linked accounts

   In Sumnote, open Settings → Linked accounts.
3. 3

   Connect Zoom

   Click Connect next to Zoom. Sumnote sends you to Zoom to authorize.
4. 4

   Authorize and finish

   Review the permissions Sumnote requests and approve. Zoom returns you to Sumnote, where Zoom now shows as Connected. You’re ready to record.

Once Zoom is connected, there are two ways to capture a call.

Option A: Send the bot

1. 1

   Open your meeting

   In Sumnote, open the meeting you want to record while it’s in its live window. When a meeting’s platform is Zoom and it has a Zoom link, Sumnote captures it with the Zoom bot.
2. 2

   Send the bot

   Click Send bot to record. The Zoom bot joins your call as a participant.
3. 3

   Admit the bot

   If the call has a waiting room, admit the bot so it can record. You can follow its live status: joining, in the call, then recording.
4. 4

   Let it wrap up

   When the call ends, the bot leaves on its own and the recording flows into Sumnote automatically and starts processing.

Option B: Zoom cloud recording (Pro & Business)

If you record to the Zoom cloud, Sumnote can pick up the finished recording automatically, with no bot in the call. Record as you normally would; when Zoom finishes processing, Sumnote imports and processes it for you.

Auto-join from your calendar

Connect your Google Calendar so Sumnote can see your upcoming meetings. When a scheduled meeting has a Zoom link, Sumnote can send the Zoom bot to it automatically at the meeting time, so you don’t have to start the recording yourself. You stay in control with your auto-record settings: set your default in Settings → Preferences (manual, meetings you organize, or all meetings you attend); each project has its own rule; and any single meeting can override both with its Auto-record setting (Default, Always Record, or Do Not Record).

After a meeting is captured, Sumnote:

• Transcribes the audio and identifies each speaker (with their consent, via Voice ID).
• Writes a clear summary of the call.
• Proposes tasks and subtasks, and for project meetings, records decisions and open questions.

You review each proposal and accept, edit, or reject it, so nothing lands on your board until you approve it. Everything stays searchable afterward.

You’re always in control of the connection and your data.

Disconnect inside Sumnote

Open Settings → Linked accounts and unlink Zoom. Sumnote revokes its authorization with Zoom for you, so it is removed from your Installed Apps in Zoom as well, and then deletes the stored Zoom tokens. You can reconnect anytime; Zoom will ask for your consent again.

Remove from the Zoom Marketplace

1. 1

   Open the Zoom App Marketplace

   Sign in at marketplace.zoom.us.
2. 2

   Go to your added apps

   Open Manage → Added Apps.
3. 3

   Remove Sumnote

   Find Sumnote and click Remove.

Sumnote requests only the Zoom permissions it needs, and only for your own account:

• View your Zoom profile (name, email): to link your Zoom account to Sumnote.
• Access your Zoom Access Key (ZAK): to let our bot join your own meeting on your behalf.
• View your meetings: to send the bot to the right call.
• Create meetings: to generate a Zoom meeting or link from inside Sumnote.
• Update your meetings: to keep the Zoom meeting in sync when you change a meeting’s title, time, or duration in Sumnote.
• Local recording token: so the bot is authorized to record.
• View your cloud recordings: to import Zoom cloud recordings on Pro and Business plans.

We never access other users’ data, and we don’t sell your Zoom data. See our Sub-processors for the services that help process it.

• The bot didn’t join, or couldn’t record: check that Zoom is connected in Settings → Linked accounts, that someone admitted the bot from the waiting room, and that the meeting has a valid Zoom link and is in its live window.
• Your Zoom account shows “Disconnected”: its access expired or was revoked on Zoom’s side. Reconnect it in Settings → Linked accounts.
• The recording is silent or missing: Sumnote flags blank audio instead of making an empty transcript. Check that the bot was admitted and could hear the call.

For anything else, visit our Support page or email support@sumnote.com.

Voice identification stays off until you opt in, you control what the bot records, and disconnecting Zoom removes your stored Zoom data. For the full details, see our Privacy Policy, Terms of Use, and Sub-processors.