Put an AI employee to work in Zoom.

What an AI employee can do in Zoom

• Your scheduling agent sends the Zoom link with every booked consultation.
• It writes the follow-up email from the meeting notes for your approval.
• It records the meeting outcome on the client record.

An example in Zoom

A financial planning firm runs free evening webinars on retirement income. A prospect calls asking if there is still room. The agent answers, adds them as a Registrant on the Zoom Webinar, and texts the join link. After the session it checks the Participant list, sends a thank-you to those who attended and a recording link to those who registered but missed it, and offers each a short call with a planner. Who registered, who showed up and who asked for a call land on each contact in the CRM.

What stays with your people

Your planners run the conversation and give the advice; the agent only handles the invitations, reminders and follow-up around it.

The connection

How it connects

Over Zoom's web API (HTTPS), or an MCP server where one exists. Its key is stored as a secret, scoped to the job, and never written into the AI employee's instructions. Set it up yourself in the Studio, or have us do it.

What it reads and writes in Zoom

Meeting, Webinar, Registrant, Participant, Cloud recording.

Approval level

Off, suggest, draft or autonomous, granted by you task by task. Outbound texts and deletions never pass draft.

On the record

Every call it makes to Zoom is logged with what it did and when, so a person can pick up where it left off.

Industries that often run Zoom

Questions about Zoom

Does the agent join our Zoom meetings?

Not unless you want it to. Most businesses use it to schedule, register and follow up; the meeting itself stays between your people and the client.

Can it use the cloud recording or transcript?

If you allow it, the agent can read the transcript to draft the follow-up email, which waits for your approval before it is sent.