Zoom
By connecting Slite with your Zoom account, you can instantly ask about your meeting transcripts directly in the Slite Agent.
This guide will walk you through the key aspects of the Slite and Zoom connection.
Connecting Zoom & the Slite Agent
This is the first step to get started. This section covers how to set up the connection between Slite and Zoom.
Required permissions for setup
To connect Slite and Zoom, you must have the necessary permissions in both platforms.
- In Slite: Permission to add or remove agent sources depends on your team's settings. By default, only workspace admins or owners can set up a connection. However, a Slite admin can enable a setting to allow all members to add and remove agent sources.
- In Zoom: Your Zoom role must have the "Server-to-server Auth app" and "View the recording and transcript content" permissions enabled, found in the role settings. If your role does not have these permissions, a Zoom owner will need to either grant them or create the app on your behalf.
Creating your Zoom Server-to-Server OAuth app
Zoom requires a Server-to-Server OAuth app to authorize Slite's access to your account. This is a one-time setup done in the Zoom App Marketplace.
Step 1: Create the app
Click Develop in the top-right corner, then select Build App .
Choose Server-to-Server OAuth App as the app type and click Create .
Give your app a name (e.g., "Slite") and click Create .
Step 2: Fill your information
Go to the Information section of your app, then follow the onscreen instructions to add:
A developer contact name
A developer contact email
A company name
Step 3: Add the required scopes
Go to the Scopes section on the left, then click Add Scopes to add the following scopes:
cloud_recording:read:list_recording_files:admincloud_recording:read:list_user_recordings:admincloud_recording:read:recording_settings:adminuser:read:list_users:adminuser:read:user:admin
Once the scopes are added, click Continue.
Step 4: Activate the app and copy your credentials
Once your scopes are configured, activate the app:
Go to the Activation section.
Click Activate your app .
Navigate to the App Credentials .
Copy the Account ID , Client ID , and Client Secret — you will need these in the next section.
Navigate to the Feature section and copy your Secret Token . You will need this in the next section as well.
Connecting Zoom in Slite
Once your Zoom app is ready:
In Slite, click Agent Sources in the left sidebar (at the bottom).
Find Zoom in the list and click Connect Zoom .
In the connection modal that appears, paste your Account ID , Client ID , and Client Secret from the previous section.
Enter a Connection name to identify this connection (e.g., "My Zoom workspace").
Paste your Secret Token from the previous section and click Generate to generate a Webhook URL .
Go back to the Zoom App Marketplace and toggle on Event Subscriptions in the Features section.
Click Add Event Subscription and paste the Webhook URL you just generated. You need to add the
recording.transcript_completed event (under the Recording category).Click Validate , then Save .
Go back to Slite and click Connect to Zoom .
The initial sync may take some time depending on the number of recordings in your account.
How the Slite Agent indexes your Zoom meetings
What we sync
Slite Agent indexes meeting transcripts from your Zoom cloud recordings . Local recordings saved to a participant's own computer are never indexed, and cloud recordings without a transcript file are not indexed either.
For a meeting to appear in the Slite Agent, all of the following must be true:
The meeting was recorded to the cloud , not locally.
The recording has an Audio transcript file attached.
You have permission to view that recording in Zoom (see Access control & privacy below).
Enable Create Audio Transcript in Zoom first. If this setting is turned off, your cloud recordings will have no transcript file and nothing will be indexed.
Go to Admin > Account Management > Account Settings > Recording & Transcripts and turn on Create Audio Transcript .
This setting can also be set at group level (under User Management ) and at individual user level, and those override the account setting. If only some people's meetings are missing, check there too.
Turning this on may not generate transcripts for recordings made before it was enabled. If you are looking for older meetings, check whether those recordings have an Audio transcript file attached.
Closed Captions are not indexed. Alongside the Audio transcript, Zoom can produce a Closed Caption file. Closed Captions do not carry speaker names, so the Slite Agent indexes only the Audio transcript. If a recording lists a Closed Caption but no Audio transcript, it will not appear in your results.
Refresh rate
New transcripts are usually indexed shortly after Zoom makes them available, so a recording that has just finished processing may take a little time to appear. Slite Agent also re-syncs periodically to pick up transcripts that were edited manually and recordings whose permissions have changed.
Access control & privacy
Access permissions apply to cloud recordings only. Slite Agent mirrors the access permissions set in Zoom for these recordings:
- Private to me: the transcript is accessible only by the host.
- Only people with access: the transcript can be shared with specific people.
- Anyone in signed-in users in my account: the transcript is available to members of the same Zoom workspace.
- Anyone with the link: the transcript is available to anyone in the Slite Agent.