If your organization uses Zoom for video meetings, you can set up Wingman to automatically record and analyze all your calls.
Adding the Wingman app to your Zoom account
Log into the Zoom Marketplace
Use the search bar to find the Wingman by Clari app
You will be redirected to the integrations page in Wingman's admin settings
Look for the Zoom app and click "Connect"
Next, go to 'MY ACCOUNT' in Zoom
Open up the settings menu
Make sure you're on the 'Meeting' tab
Under 'Meeting', scroll down the 'Security' section until you arrive at these options (see image below)
Make sure the following options are turned off:
Only authenticated meeting participants and webinar attendees can join meetings and webinars
Block users in specific domains from joining meetings and webinars
Only authenticated users can join meetings from Web Client
That's it, Wingman will now be able to join any of your Zoom meetings.
You will need to be an admin for your Wingman and Zoom accounts to perform the above actions
You must turn these options off at the admin level and at the personal level in Zoom.
For Wingman to automatically join your meetings and send you meeting details you will also need to connect your calendar:
Go to "Integrations" in your Wingman profile settings
Sync your Google Calendar/Outlook Calendar with Wingman in your profile settings
Need help setting up your Zoom integration? Write to firstname.lastname@example.org
Using the Wingman <> Zoom Integration
Once you've integrated your Wingman account with Zoom along with your calendar and email, you can:
Automatically transcribes and analyzes calls from Zoom while keeping it organized and accessible in the Wingman app.
Wingman automatically imports Zoom calls/meetings
Wingman imports calls every 30 minutes
Wingman automatically tags call participants
Wingman transcribes and analyzes Zoom calls
Search for keywords mentioned on Zoom calls in Wingman
Find keywords mentioned on Zoom calls.
Remove Wingman from your Zoom Account
Login to the Zoom Marketplace
Click "Manage" on the top right corner
Go to "Added apps"
Look for Wingman by Clari
Write to email@example.com for queries