Zoom for VelanirConnect Zoom to the coworker doing the work.
Connect Zoom to a Velanir digital coworker. Schedule meetings, find cloud recordings, and open available summaries and transcripts from the coworker's workspace.
You approve the connection in Zoom. Disconnect at any time.
One connection
From the calendar invite to the meeting notes.
Zoom hosts the call and stores the cloud recording. From the coworker's Zoom connection in Velanir, you can schedule a meeting, find a recording, and open its available notes.
- 01
Schedule the meeting
Create a Zoom meeting with a title, start time, and duration. Meetings created through Velanir can also be renamed or deleted there.
- 02
Find the right recording
Browse available cloud recordings by meeting name and date instead of searching through meeting identifiers.
- 03
Return to what was said
Open an available Zoom AI Companion summary or retained transcript when the work calls for it.
After the call
Find the meeting. Open the part you need.
Record the meeting to the Zoom cloud. When Zoom finishes processing it, select the recording in Velanir by name and date, then open the available summary or transcript.
Cloud recordings
Operations review
Today · 32 minutes
Vendor onboarding
Monday · 47 minutes
Meeting summary
Zoom AI CompanionOperations review
The team aligned on the updated delivery sequence and assigned owners for the remaining supplier follow-ups.
Next steps
- Confirm the revised delivery window.
- Send the supplier status recap.
- 1
Choose the coworker
Sign in to Velanir, open the coworker that needs Zoom, select Connections, and choose Add connection.
- 2
Review the Zoom connection
Choose Zoom and sign in on Zoom's screen. Confirm the account and review what Velanir can do before you select Allow.
- 3
Verify the connected account
Zoom returns you to Velanir. Confirm that the expected Zoom name or email appears with a Connected status.
Before you approve
Zoom shows you exactly what you are connecting.
The approval happens on Zoom's website. Check the Zoom account at the top of the screen, read the access being requested, and select Allow only when both are correct.
Connect Zoom to Velanir
Review on Zoom before approving
Account
Your selected Zoom account
Use the account whose meetings and recordings should appear in Velanir.
Velanir will be able to
- List and manage meetings created through Velanir
- List available Zoom cloud recordings
- Retrieve available summaries and transcripts when requested
Nothing is connected until you approve the request on Zoom.
Using Zoom
Schedule the call. Return to the notes.
Once Zoom is connected, use the coworker's Zoom tools to schedule a meeting and open its available notes afterward.
- 01
Open the connected account
Sign in to Velanir, open your digital coworker, select Connections, and choose Open Zoom tools on the connected Zoom account.
- 02
Schedule the meeting
Enter the meeting title, start time, and duration, then select Create meeting. The meeting appears in Scheduled meetings and in the connected Zoom account.
- 03
Record in Zoom
Start the meeting in Zoom and record it to the cloud. After the meeting ends, Zoom needs time to process the recording and any available notes.
- 04
Return to the notes
Open Zoom tools again and select Load recordings. Choose the meeting by name and date, then open its available AI Companion summary or transcript.
Clear boundaries
You decide which Zoom account connects.
Velanir stores the access you approve in Zoom. When you ask to view meeting notes, Velanir retrieves the available summary or transcript text. It does not download the recording's audio or video, and you can disconnect Zoom at any time.
- Account
- Identify the Zoom account connected to the coworker.
- Meetings
- List upcoming meetings and manage meetings created through Velanir.
- Recordings
- List available cloud recordings so you can select the right meeting.
- Meeting notes
- Retrieve an available AI Companion summary or transcript when requested.
Remove access
Disconnect Zoom without deleting your meetings.
Disconnecting removes the access you gave Velanir. Velanir can no longer use that connection to access Zoom. Your Zoom meetings and cloud recordings stay in Zoom under your Zoom retention settings.
- 1
Disconnect in Velanir
Open the coworker's Connections page, find the connected Zoom account, and select Disconnect.
- 2
Remove the app in Zoom
Sign in to the Zoom App Marketplace, open Manage, select Added Apps, choose Velanir, and select Remove.
What happens to your data
After you disconnect in Velanir or remove Velanir in Zoom, Velanir removes the saved connection. Velanir can no longer use that connection to retrieve new information from Zoom. Your meetings, cloud recordings, summaries, and transcripts stay in Zoom and follow your Zoom retention settings.
Read our Privacy Policy or email support@velanir.ai to request deletion of personal information Velanir holds.
Zoom integration FAQ
The details, clearly stated.
What does the Zoom integration do?
It connects a Zoom account to a Velanir digital coworker. From Velanir, you can schedule and manage meetings created through the connection, find available cloud recordings, and retrieve available AI Companion summaries and transcripts.
Does Velanir download my Zoom recordings?
No. When you browse Zoom recordings in Velanir, only the meeting name, date, and available meeting notes are shown. Velanir retrieves summary or transcript text only after you ask to view it; it does not download the recording's audio or video.
Do recordings and AI summaries require a paid Zoom plan?
They may. Cloud recording, retained transcripts, and Zoom AI Companion availability depend on your Zoom plan, host license, administrator settings, and meeting configuration.
What happens if Zoom asks for two-factor authentication?
Complete the verification on Zoom's authorization screen. Velanir never receives your Zoom password or verification code.
Can I review the access before connecting?
Yes. Zoom shows the account being connected and the access Velanir is requesting before you select Allow. Nothing is connected until you approve it on Zoom's screen.
How do I remove access?
Disconnect Zoom from the coworker's Connections page in Velanir. You can also remove Velanir from Added Apps in the Zoom App Marketplace. After you disconnect, Velanir can no longer use that connection to access Zoom. Your meetings, recordings, summaries, and transcripts stay in Zoom.
Zoom + Velanir