A Zoom AI Agent That Handles What Happens Around The Call
The call goes fine; it’s the follow-up that slips. Your agent reads the Zoom summary or transcript afterward, drafts the recap and next steps, and keeps your meetings and recordings in order.
From $10/month 30 days free No credit card
What Your Agent Does In Zoom
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Turn Summaries Into Follow-Ups
After a call, your agent reads the Zoom meeting summary or transcript and drafts the recap email with the next steps and who owns each one. It goes out after your OK.
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Set Up Meetings For You
Ask for a Zoom call with Maria’s team next Tuesday. Your agent schedules it with your usual settings, like a waiting room or passcode, and drafts the invite for you to check.
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Brief You Before The Next Call
Before a follow-up meeting, your agent pulls up what you covered last time from the summary and transcript, plus anything still open, so you start where you left off.
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Share And Tidy Recordings
Your agent finds the right cloud recording, sets who can view it and drafts a note with the link for people who missed the call. When storage runs low, it lists old recordings to clear out.
Ask In Your Own Words
Type it in any project chat, or send it from your phone. Your agent works in Zoom for you, with your own login, and reports back in the thread.
- Draft the follow-up for this morning’s call with Jake. Keep it short.
- Set up a Zoom with Maria and her team next Tuesday at 10.
- I’m talking to the Lee Plumbing folks again at 3. What did we agree last time?
- Send the recording of Monday’s training to the two people who missed it.
- Our Zoom storage is almost full. What can we delete?
Use Zoom With Octopus Prime
- Open Settings › Connections, choose Zoom and sign in once with your own login.
- Your login stays in your Vault, a safe your agents can use but never read. Your agent works in Zoom for you without ever seeing your password.
- Choose which agents can use Zoom: just yours, one project’s or the whole company’s. You approve what matters.
How Zoom Work Flows Into Octopus Prime
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Next Steps Become Tasks
Each next step from a Zoom summary can become a task in your project for you, a teammate or an agent, with a due time.
Tasks -
Your Agent On The Invite
Add your agent to the event on your calendar like a teammate. It turns up with notes from your last Zoom with those people.
Calendar -
Recaps Saved With The Project
Follow-up notes and recap drafts are kept in your project’s folder, so anyone can check what was agreed on any call.
Files
Questions About Zoom And Your Agents
Do I need meeting summaries or cloud recording turned on in Zoom?
For follow-ups and briefs, it helps. Your agent works from the summaries, transcripts and cloud recordings your Zoom account already has. If a call wasn’t saved, it can draft the recap from the notes you give it.
Will people know their call was recorded?
Zoom shows everyone a notice when recording or a meeting summary is on, and people can leave if they don’t agree. Your agent never starts a recording. It only reads what the host already chose to save.
Which Zoom account should I connect?
The account that hosts your meetings, so your agent can see the recordings and summaries. If you schedule for someone else, Zoom lets you share recordings of their meetings but not delete them.
Does my agent see my Zoom password?
No. Your Zoom login stays in your Vault, a safe your agents can use but never read. You can remove an agent’s access, or disconnect Zoom, at any time in Settings.
More Calls, Chat And Meetings Apps
All Calls and chat Apps-
Slack
Mentions sorted, channels recapped, replies drafted. -
Microsoft Teams
Missed meetings and busy chats, caught up. -
WhatsApp
Customer WhatsApp replies drafted for approval. -
Aircall
Every call summarized, every callback tracked. -
Dialpad
Call transcripts turned into follow-ups. -
Discord
Answers and summaries for your server.
Moving Off Zoom?
See what you keep, what you gain and what it costs for a team, and how your agent keeps working in Zoom while you move.
Put An Agent To Work In Zoom. With Your Own Login. You Approve What Matters.
From $10/month 30 days free No credit card
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