Zoom

About Zoom integration

Integration with Zoom allows you to schedule customer interviews in Timebook and automatically download the conversation transcript, which can be further turned to insights and opportunities.

Configuration

Please make sure your Zoom plan includes cloud recording. Otherwise, you will not be able to use post-recording discovery features.

Zoom

To allow Timebook to download and process audio transcripts, you must first enable audio transcription in your Zoom account.

Zoom is currently updating the way transcrips and captions are working. This means you can have different UI of the related settings (both exemplified below).

1

Log in to your Zoom account and go to the Settings tab.

2

Depending on the UI, make sure the following options are selected:

New

• Enable automatic transcriptions for all meetings

Automatic transcription settings in Zoom

Legacy

Learn more about cloud recording in the Zoom documentation.

Timebook

Zoom is a user-level integration, which means it needs to be enabled individually by each user who'd like to use it with Timebook.

1

Go to your user Preferences → Integrations and flip the Zoom switch.

Zoom integration in user preferences

2

Once prompted, log in to your Zoom account and allow access from Timebook.

Using Zoom with Timebook

Once configured, Timebook will produce a video conference link for Zoom whenever you schedule a new interview:

Interview setup with Zoom conference link

Once you finish the interview, the transcript will be automatically downloaded to the interview item. Here we can see an interview with attached transcript and recording:

Interview details: transcript and recording

Using the transcript data, Timebook automatically generates insights (pain points and feature requests), from which you can generate achievable opportunities:

Interview details: insights

Troubleshooting

Problem #1: I cannot see the options required for integration in my Zoom account. Solution: Make sure that your Zoom plan supports cloud recording features

Problem #2: Transcripts are not being download to Timebook after the meeting. Solution: Please answer the following questions.

1. Did you activate the required options in Zoom settings?

2. Did you capture the recording in cloud? The feature does not work for local recordings.

3. Did you wait long enough? Zoom usually takes a while to process the transcript, which is only fetched when ready.