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How to use Wingman with Zoom
How to use Wingman with Zoom

Update Zoom settings to allow Wingman into your meetings

Narendhra Rajagopal avatar
Written by Narendhra Rajagopal
Updated over a week ago

  1. Adding the Wingman app to your Zoom account

  2. Using the Wingman <> Zoom Integration

  3. Remove Wingman from your Zoom Account

  4. Legal

    1. Terms of service

    2. Privacy policy

    3. Wingman's consent page

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

  1. Log into the Zoom Marketplace

  2. Use the search bar to find the Wingman by Clari app

  3. Click "Add"

  4. You will be redirected to the integrations page in Wingman's admin settings

  5. Look for the Zoom app and click "Connect"
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  6. 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

  • Restart Zoom

That's it, Wingman will now be able to join any of your Zoom meetings.
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​Note: You will need to be an admin for your Wingman and Zoom accounts to perform the above actions
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Note: 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:

  1. Go to "Integrations" in your Wingman profile settings

  2. Sync your Google Calendar/Outlook Calendar with Wingman in your profile settings
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Need help setting up your Zoom integration? Write to support@trywingman.com

Using the Wingman <> Zoom Integration

Once you've integrated your Wingman account with Zoom along with your calendar and email, you can:

  1. Automatically transcribes and analyzes calls from Zoom while keeping it organized and accessible in the Wingman app.
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    Wingman automatically imports Zoom calls/meetings
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  2. Wingman imports calls every 30 minutes

  3. Wingman automatically tags call participants

    Wingman transcribes and analyzes Zoom calls
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  4. Search for keywords mentioned on Zoom calls in Wingman
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    Find keywords mentioned on Zoom calls.

Remove Wingman from your Zoom Account

  1. Login to the Zoom Marketplace

  2. Click "Manage" on the top right corner

  3. Go to "Added apps"

  4. Look for Wingman by Clari

  5. Click "Remove"

Legal Information

  1. Terms of service

  2. Privacy policy

  3. Wingman's consent page

Write to support@trywingman.com for queries

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