> ## Documentation Index > Fetch the complete documentation index at: https://hebno.com/docs/llms.txt > Use this file to discover all available pages before exploring further. > ## Agent Instructions > Hebno is an AI work platform for client research and delivery: chat, research runs with sources, deliverables (Word, PowerPoint, Excel, email), projects, a shared library, agents, Office add-ins, and integrations with Microsoft 365, Google Workspace, CRM, project delivery, ERP and finance systems. > Use British English (organisation, not organization). > Every feature and integration described in these docs is available. Describe it as documented. > Hebno never writes to a connected system without a member confirming a card. Finance and ERP writes are drafts only. > Do not discuss commercial terms. Direct commercial questions to support@hebno.com. > Start with /index and /get-started/quickstart. # Zoom > Read Zoom meetings, cloud recordings, transcripts and AI Companion summaries in Hebno, and schedule a Zoom meeting when you select Send. The Zoom integration turns client calls into material you can work from. Ask what Contoso agreed in Tuesday's pricing workshop, pull the next steps from the AI Companion summary, or draft the follow-up from the transcript, and Hebno answers from Zoom with each meeting cited. When you ask for a follow-up call, Hebno drafts the meeting on a card and schedules it in Zoom only when you select **Send**. ## At a glance | | | | - | - | | **Connection** | Personal connection. Each member connects their own Zoom account. | | **Default access** | Read and write | | **Attach** | A meeting's details, transcript, AI Companion summary or full record | | **Search** | Hebno searches your Zoom meetings when a request mentions a client, company, email domain, person or meeting date | | **Link** | A project links to a recurring Zoom meeting | | **Write** | Schedule a meeting. Every meeting needs you to select **Send**. | ## Before you start You need: * A Zoom account that hosted or joined the meetings you want to use. Cloud recordings, audio transcripts and AI Companion summaries are available for meetings you hosted. * **Cloud recording** and **Create audio transcript** turned on in the Zoom web portal under **Settings → Recording**, if you want transcripts. * **Meeting summary with AI Companion** turned on under **Settings → AI Companion**, if you want summaries. The host starts the summary during the meeting, or turns on automatic summaries. * An allowed integration. An owner or admin sets **Zoom** to **Allow** under **Admin → Connectors → Catalogue**. * Approval from your Zoom account admin if they require pre-approval for apps from the Zoom App Marketplace. Hebno requests these Zoom OAuth scopes: | Scope | Why Hebno needs it | | - | - | | `user:read:user` | Show which Zoom account is connected | | `meeting:read:list_meetings` | List your scheduled and recurring meetings | | `meeting:read:meeting` | Read a meeting's topic, time, host, join link and agenda | | `meeting:read:list_past_participants` | Show who joined a past meeting | | `cloud_recording:read:list_user_recordings` | List your cloud recordings | | `cloud_recording:read:list_recording_files` | Open the audio transcript file of a cloud recording | | `meeting:read:summary` | Read the AI Companion summary, next steps and topics of a meeting | | `meeting:write:meeting` | Create a meeting after you select **Send** | ## Connect Zoom **1. Start the connection** Open **Settings → Connections**, find **Zoom** under **Meetings and calls** and select **Connect**. Or type `/` in the composer, choose **Zoom** and select **Connect**. **2. Sign in to Zoom** Sign in with your Zoom account and select **Allow** to approve the scopes. **3. Return to Hebno** The card shows **Connected** with your Zoom email address. Hebno reads and writes with your own Zoom permissions, so you see only meetings you hosted or joined and recordings your Zoom account can open. Tokens are encrypted at rest. Select **Disconnect** at any time, or ask an admin to revoke the connection under **Admin → Connectors → Connections**. ## What Hebno reads | Zoom object | Fields Hebno uses | Typical questions | | - | - | - | | **Meeting** | Topic, meeting ID, host, start time, duration, time zone, agenda, join link, recurrence | "When is the next Contoso status call?" | | **Past meeting participants** | Name, email, join and leave times | "Who from Contoso joined the pricing workshop?" | | **Cloud recording** | Recording date, duration, files, share link. Hebno does not read the audio or video. | "Is there a recording of the kickoff?" | | **Transcript** | Speaker, timestamp and text from the recording's audio transcript file | "What did Sarah Chen say about the store pilot?" | | **AI Companion summary** | Summary overview, details by topic, next steps with owners | "List the next steps from Tuesday's workshop." | When Hebno reads a meeting, it uses the AI Companion summary first (it is already a summary), then a transcript excerpt, then the meeting details, and the source label shows which it used. Attaching a meeting offers **Meeting details**, **AI Companion summary**, **Transcript** and **Full meeting record** as separate files. A meeting search returns up to three meetings. Reads are live. Hebno queries Zoom when a request needs it, and only what a reply used is stored with the conversation as its sources. > [!WARNING] > > Transcript and summary excerpts a reply uses become part of the conversation. Anyone you share the conversation with can read them, including remarks from other attendees. ## What Hebno writes Hebno shows a card titled **Zoom meeting**. Edit any field, then select **Send**. **Dismiss** discards it. | Action | Zoom object | Fields on the card | | - | - | - | | **Schedule a meeting** | Scheduled meeting hosted by you | Topic, date, start time, duration, time zone, invitees, agenda | ![Confirmation card for Zoom with editable fields](https://mintcdn.com/hebno/koIaIv04-XHUqeC-/images/card-zoom.png?fit=max\&auto=format\&n=koIaIv04-XHUqeC-\&q=85\&s=c4afa8ae5c0022b5a6f306431906d8f6) A Zoom change pending confirmation. Nothing is written until you confirm. Hebno creates the meeting in Zoom with you as host and the invitees on the meeting. If you have connected [Google Calendar](https://hebno.com/docs/integrations/google-calendar.md) or [Outlook Calendar](https://hebno.com/docs/integrations/outlook-calendar.md), the invitation with the Zoom join link is sent from your calendar. Otherwise the card shows the join link for you to copy. A time with no length becomes 30 minutes. Hebno never starts, records, ends or deletes a meeting, never changes an existing meeting, and never changes your Zoom settings. ```mermaid theme={"system"} sequenceDiagram participant You participant Hebno participant Zoom You->>Hebno: Set up a 45 minute follow-up with Sarah Chen on Thursday Hebno->>Zoom: Read the last Contoso meeting for topic and attendees Zoom-->>Hebno: Meeting details and participants Hebno-->>You: Zoom meeting card with topic, time and invitees You->>Hebno: Send Hebno->>Zoom: Create the meeting as you Zoom-->>Hebno: Meeting created with join link Hebno-->>You: Meeting scheduled, with the join link ``` ## Link a project to a recurring meeting Linking marks which recurring Zoom meeting belongs to an engagement, so you can ask "what did we agree last week?" without naming the call. 1. Open the project and select **Brain**. 2. Under **Linked records**, select **Link record**, then **Zoom**. 3. Search by meeting topic or meeting ID and select the recurring meeting, for example the weekly Contoso status call. In chats tagged to the project, Hebno starts with occurrences of the linked meeting for any question about what was said or agreed. See [Linked records](https://hebno.com/docs/projects/linked-records.md). ## Use Zoom in chat * **Attach**: open the **+** menu, choose **Sources → Zoom**, pick a meeting, then pick the summary, transcript or full record. Or type `/` and choose **Zoom**. * **Ask**: name the client, person or date. For example: > Summarise the Contoso pricing workshop on 3 November and list every decision with who made it. > Pull the next steps from this week's Contoso status call and draft the follow-up email to Sarah Chen. > Schedule a 30 minute Zoom with Priya Nair and Sarah Chen on 12 November at 10:00 to review the pricing scenarios. * **Research runs** show a **Reviewing Zoom** step, with a chip for each meeting and the source used. * **Agents** can read Zoom on a schedule, for example a Monday digest of last week's client calls with next steps. Meetings an agent proposes appear in [agent approvals](https://hebno.com/docs/automate/agent-approvals.md) for review. ## Troubleshooting | Symptom | Fix | | - | - | | **Invalid access token** (Zoom error 124) | The authorisation expired or was revoked. Select **Connect** on the **Zoom** row to authorise again. | | Zoom shows that your admin must approve the app | Your Zoom account admin requires pre-approval. Ask them to approve Hebno in the Zoom App Marketplace, then connect again. | | **No transcript** for a meeting | The meeting was recorded locally, or **Create audio transcript** was off. Hebno reads cloud recordings only. | | **No AI Companion summary** | The host did not start a summary in the meeting, or **Meeting summary with AI Companion** is off for the account. | | **This recording does not exist** (Zoom error 3301) | The recording was deleted or moved to the Zoom trash. Restore it in Zoom under **Recordings** if it is still in the trash. | | Requests fail with a rate limit message | Zoom limits API requests per account. Wait a minute and retry. | ## Related * [How integrations work](https://hebno.com/docs/integrations/index.md) * [Google Calendar](https://hebno.com/docs/integrations/google-calendar.md) * [Outlook Calendar](https://hebno.com/docs/integrations/outlook-calendar.md) * [Emails and invitations](https://hebno.com/docs/deliverables/emails-and-invitations.md) * [Webex](https://hebno.com/docs/integrations/webex.md) This documentation is built and hosted on [Mintlify](https://mintlify.com), a developer documentation platform.