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5.2. Zoom

Overview​

Plansom is an AI work platform that helps teams set goals, track execution, and get results with AI agents. Connecting Zoom lets your Plansom agents search and reference your meetings, recordings, transcripts, and AI-generated summaries — directly from inside Plansom's AI agent chat, without needing to leave Plansom.

How It Works​

Once Zoom is connected and added to an agent, you can ask that agent anything about your meetings, and it answers directly in the conversation using real Zoom data. For example, you can ask it to:

  • List your meetings — "What Zoom meetings do I have today?" or "List my recent meetings."
  • Pull up a specific meeting's details or AI summary — "Give me the summary of my meeting with the design team."
  • Read a meeting's transcript — "What was said in yesterday's standup?"
  • Get your meeting notes — "What are my notes from that meeting?"
  • Ask questions across past meetings — "What did we decide about the Q3 roadmap in my last few meetings?"
  • Turn meeting content into a goal or task — "Create a goal from this meeting's action items," since Plansom is a goals and tasks platform, not just a Q&A chat.
Asking a Plansom agent about a Zoom meeting and turning it into a goal with tasks

Prerequisites​

For Plansom to retrieve a meeting's recording, transcript, or AI summary, the relevant settings need to be turned on in Zoom: Cloud Recording, Create Audio Transcript, Smart Recording, and Meeting Summary. These are Zoom account and meeting settings, not something Plansom controls — if they're off, Plansom simply won't have anything to show for that meeting.

Troubleshooting​

If a meeting's AI summary, transcript, or notes don't appear in Plansom, confirm with your Zoom admin that Cloud Recording, Smart Recording, and Meeting Summary are enabled for your account, and that AI Companion was turned on during that specific meeting.

If you don't see Zoom's authorization screen after clicking Connect, or you aren't redirected back to Plansom after clicking Allow, try reconnecting from Integrations. If the issue persists, contact support.

Connect Zoom​

  • Log in to Plansom, or sign up if you do not have an account yet
  • Click Settings in the left sidebar, then select Profile — this opens your Account Details with Integrations listed on the left (also reachable directly via Manage Connectors in the left sidebar)
  • Find Zoom and click Connect
Clicking Connect on the Zoom integration
  • Approve the connection on the Zoom authorization screen that opens

If the connection doesn't go as expected, see Troubleshooting.

After You Connect​

Once approved, you are redirected back to Plansom, and Plansom shows a "Zoom connected" confirmation message.

To start using it, add Zoom to an agent: create a new agent or open an existing one, go to its Tools tab, click Connect a new tool, and select Zoom under Meetings.

Adding Zoom as a tool from an agent's Tools tab
Zoom added as a tool on an agent

To start chatting with that agent, go to Resources → Agents in the left sidebar, find the agent's card, and click the message icon on it. That agent can now use Zoom as context in conversations, as shown above in How It Works.

Disconnect Zoom​

  • Click Settings in the left sidebar, then select Profile, then go to Integrations
  • Find Zoom and click Disconnect
Clicking Disconnect on the Zoom integration

Disconnecting immediately stops Plansom from accessing your Zoom data going forward. It does not delete any goals, tasks, or other Plansom records already created from your Zoom data — those remain unchanged.

Removing Plansom from your Zoom account directly​

You can also revoke Plansom's access from Zoom's own side:

This fully revokes the authorization on Zoom's side, in addition to disconnecting it in Plansom.

Privacy​

Plansom's use of your Zoom data is governed by our Privacy Policy.