Zoom Logo

Zoom Integration

Seamlessly incorporate meeting insights into your HiveBase ecosystem.

The Zoom integration with HiveBase allows users to automatically send recorded meetings to HiveBase, where a summary is generated. This feature enhances productivity by seamlessly incorporating meeting insights into HiveBase's ecosystem, enabling task enrichment, report generation, and more.

Key Features

Automatic Meeting Summary

Transcriptions from recorded Zoom meetings are automatically summarized.

Customizable Templates

Users can modify summary templates to suit their preferences.

Context Integration

Meeting insights are immediately reflected in HiveBase for task enrichment and report generation.

Task Detection

Automatically detects tasks from meetings, allowing one-click approval for task creation.

Coming Soon

AI-Driven Automation

Upcoming feature for fully automated task creation based on high-confidence detections.

How it Works

Zoom Meeting

(Recorded)

HiveBase

(Summary)

Task Enrichment

& Reports

1

Record a Zoom Meeting

Ensure your Zoom meeting is recorded and transcribed.
2

Automatic Transfer

The recorded meeting is automatically sent to HiveBase.
3

Summary Generation

HiveBase generates a summary using the transcription.
4

Template Customization

Adjust the summary template if needed.
5

Contextual Integration

The meeting context is integrated into HiveBase, enriching tasks and generating reports.
6

Task Approval

Review detected tasks and approve them with a single click.
1

Connecting Zoom to HiveBase

Follow these simple steps to connect your Zoom account to HiveBase and start turning your meetings into actionable notes and tasks.

1

Access Integrations

Log in to your HiveBase account and navigate to the 'Integrations' section from your account settings or dashboard.

2

Initiate Connection

Find the Zoom integration option and click the 'Connect Zoom' button to start the process.

3

Review Permissions

A consent modal will appear, explaining the data HiveBase will access from Zoom (e.g., your profile, meeting details, participants, recordings, and the ability to create meetings).

Check the box to agree to these permissions and click "Authorize" to proceed.

4

Authorize with Zoom

You'll be redirected to Zoom's authorization page. Review the permissions again and click 'Allow' to grant HiveBase access to your Zoom account.

Confirmation

Once authorized, you'll return to HiveBase with a confirmation message indicating your Zoom account is connected. You're now ready to use the integration!

Use Cases

Project Management

Automatically update project tasks and reports with insights from meetings.

Team Collaboration

Enhance team coordination by integrating meeting summaries into shared spaces.

Documentation

Use the auto-generated summaries for documentation and knowledge management.

Task Automation

Streamline task creation and management with AI-driven detections.

[Screenshot: Dashboard View]
[Video: Setup Walkthrough]
2

Disconnecting Zoom and Deleting Data

If you no longer wish to use the Zoom integration or want to remove your data from HiveBase, follow these steps to disconnect and manage your information.

1

Access Integration Settings

Go to the 'Integrations' section in your HiveBase account settings.
2

Disconnect Zoom

Find the Zoom integration (marked as 'Connected') and click the 'Disconnect Zoom' button.
3

Choose Data Deletion (Optional)

Before confirming disconnection, check the "Delete Imported Data" option if you want to permanently delete all imported Zoom data (e.g., meeting notes, transcripts) from HiveBase. This action is permanent and cannot be undone after completion.

Data Access Permissions Summary:

  • User Profile Data (name, email, user ID) for personalization
  • Meeting Data (topics, dates, times) for note context
  • Participant Data (names, emails) for team context in notes
  • Contact Data (Zoom contacts and team chat contacts) for accurate participant identification
  • Recordings and Transcripts for generating meeting summaries
  • Meeting Creation to schedule Zoom meetings via HiveBase

Warning: This will permanently remove meeting notes, transcripts, and related content within 30 days. Access tokens and integration will be removed immediately.

4

Confirm Disconnection

A confirmation prompt will appear asking: "Are you sure you want to disconnect your Zoom account from HiveBase?" This will summarize the actions being taken:

  • • Disconnecting will revoke all access to your Zoom data and stop future data collection
  • • If you've selected to delete imported data, all meeting notes, transcripts, and related content will be permanently deleted from HiveBase within 30 days
  • • You can reconnect your Zoom account at any time from the Integrations section

Click "Confirm Disconnect and Delete" (if data deletion is selected) or "Confirm Disconnect" to finalize. Your Zoom account access will be revoked immediately, and data deletion (if chosen) will be processed within the specified timeframe.

Reconnect Anytime

If you wish to use the integration again, return to the "Integrations" section and click "Connect Zoom" to start over.

Future Enhancements

Full Automation

AI will soon handle task creation for high-confidence detections without manual approval.

Support and Contact Information

Help Center

Visit our Help Center for additional guides, FAQs, and troubleshooting tips.

Visit Help Center

Contact Support

Reach out to our support team directly via email or through the in-app support chat.

Email Support

Feedback

We value your input! Share feedback or feature requests for the Zoom integration.

Send Feedback

Compliance & Security

This documentation adheres to Zoom Marketplace criteria for user guidance, data handling, and support accessibility. HiveBase prioritizes your data security and privacy at every step of the integration.

Zoom Integration Guide - HiveBase