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Zoom Notetaker integration

Updated November 3, 2026

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This guide is for Coaching & AI users who want Demodesk to automatically record and transcribe their Zoom meetings. Once set up, Demodesk sends its Notetaker to join your scheduled Zoom calls, records them, and saves the transcript to your dashboard, with no manual clicks needed.

To use a Zoom personal room as a booking location for Demodesk Scheduling instead, see “Zoom for Scheduling”.

Before you start

Make sure your calendar and email are connected to Demodesk. This is what lets Demodesk automatically detect and import your scheduled Zoom meetings.

Connections settings page highlighting the Calendar and email section with Google Calendar connected

👉 Learn how to connect your calendar and email here.

Connect Zoom

Every teammate connects their own Zoom account. One person connecting Zoom does not cover anyone else, so each person who wants the Notetaker in their Zoom meetings follows these steps.

  1. Log in to Demodesk and go to your Connections page.

  2. Scroll down to the Video conferencing section.

    Video conferencing section showing the Connect button next to Zoom

  3. Click Connect next to Zoom.

  4. On the authorization screen, click Allow to grant Demodesk access to your Zoom account.

  5. That’s it! Your Zoom account is now connected ✅

How it works

Once your calendar and Zoom are connected, Demodesk handles the rest:

  • It detects any calendar event with a valid Zoom link in the location field.
  • The Notetaker automatically joins the meeting at its start time.
  • The meeting is recorded and transcribed, and saved to your Demodesk dashboard.

You can also add a Zoom meeting manually by copying the invite link and pasting it into Demodesk.

Recordings tab with the Record meeting dropdown open, showing Record meeting and Upload recording options

Record meeting dialog with a Zoom meeting link pasted into the Meeting link field

That’s it! 🎉 The Notetaker joins at the start time, and the recording is transcribed and saved to your Demodesk dashboard automatically.

View and share your recordings

After the meeting ends, the recording and full transcript are saved to your Demodesk dashboard. You can review them, share them with teammates, or use them to prepare follow-ups and reports.

Recording page showing the AI Assistant summary alongside the video and transcript panel

Disconnect Zoom

  1. Log in to Demodesk and go to your Connections page.

  2. Scroll down to the Video conferencing section and click Disconnect.

    Video conferencing section showing Zoom connected with a Disconnect option

FAQs

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Our support team answers in the app chat, or at support@demodesk.com.