Zoom Connector

Coppermind's Zoom connector turns your Zoom account into a relationship intelligence layer. It auto-ingests meeting transcripts, searches your conversation history with AI, matches meetings to clients via your calendar, and surfaces engagement signals you'd otherwise miss.

No other tool connects these dots. Fathom and Otter just transcribe. HubSpot and Salesforce just log the call. Coppermind remembers who said what, matches it to client context, and surfaces it when it matters.

Quick Start#

Connect Zoom from your Coppermind dashboard or from Claude:

From the dashboard (recommended):

1. Go to hq.coppermind.app and open the Connectors tab
2. Find Zoom in the connector list and click + Connect
3. Approve the connection on the Zoom authorization screen
4. Done - Coppermind starts discovering transcripts within 30 minutes

From Claude:

connectors action=connect source_type=zoom

Open the returned authorization URL in your browser, approve Coppermind's access, and return to Claude. Check status with connectors action=status.

Requirements#

• Zoom cloud recording must be enabled. Zoom only generates transcripts for cloud recordings, not local recordings. Check Zoom Settings > Recording > Cloud recording.
• Audio transcript must be enabled. In the same settings area, ensure "Audio transcript" is toggled on under cloud recording options.
• A Zoom Pro, Business, or Enterprise plan. Cloud recording is not available on the free plan.
• The Zoom user approving OAuth must have cloud recording access on their account.

What Gets Ingested#

• Cloud recording transcripts only. The connector downloads the VTT (WebVTT) transcript file from each meeting, strips timestamps and formatting, and ingests the plain text with the meeting topic as the title.
• Completed transcripts only. Meetings where Zoom is still processing the transcript are deferred and retried automatically on the next poll cycle.
• No audio or video files. Only the text transcript is ingested, not the MP4/M4A recording files. Your recordings stay in Zoom.

How It Works#

The Zoom connector uses routing_mode: 'global' - a single Zoom connection covers all your client minds. You connect once; Coppermind figures out which client each meeting belongs to.

Discovery cycle:

• Default poll interval: 30 minutes
• On first connection, Coppermind looks back 7 days for existing transcripts
• After that, it checks for new recordings since the last poll (with a 30-minute safety overlap to catch stragglers)
• Pagination handles accounts with many recordings

Transcript processing:

1. Discovers meetings with completed transcripts via the Zoom API
2. Downloads the VTT transcript file
3. Strips WEBVTT headers, cue numbers, timestamps, and NOTE blocks
4. Formats clean text with the meeting topic as a heading
5. Routes the content to the appropriate client mind based on context
6. Retains the original VTT as an artifact for re-extraction

What Coppermind Can Do with Your Zoom Data#

Coppermind requests a broad set of Zoom permissions because it uses your Zoom account as a relationship intelligence source, not just a transcript pipe. Here's what each capability enables:

Meeting Transcripts (live today)#

Every cloud-recorded meeting with a completed transcript is automatically ingested into your Coppermind memory. Decisions, commitments, stakeholder preferences, and action items are extracted and stored in the right client mind. No manual entry, no copy-pasting from meeting notes.

What this means for you: Walk into any client meeting and ask "What did we decide about the rebrand timeline?" Coppermind finds it in last month's transcript, even if you never wrote it down.

AI-Powered Meeting Search (coming soon)#

Search across your entire Zoom meeting history, Team Chat conversations, and Zoom Docs with natural language. Coppermind uses Zoom's AI Companion API to find relevant context you'd never think to look for.

What this means for you: Before a client meeting, Coppermind can search "What has the Acme team said about budget concerns?" across every conversation you've ever had with them - not just the ones you remembered to take notes on.

Calendar Intelligence (coming soon)#

Coppermind reads your Zoom calendar to automatically match meetings to clients by attendee email and domain. No manual tagging required.

What this means for you:

• Morning briefings that say "You haven't met with Acme in 3 weeks - their Q4 planning starts next month"
• Meeting prep that pulls in the right client context without you switching minds first
• Engagement scoring that tracks how often you're meeting with each client
• Automatic detection of new stakeholders entering a client relationship

Meeting Assets (coming soon)#

Capture shared content from meetings - whiteboards, shared screens, polls, and files shared during the call. These get ingested alongside the transcript for richer context.

What this means for you: That whiteboard sketch of the campaign timeline? Coppermind captures it. The competitive analysis someone screen-shared? Stored with the meeting context.

Recording Analytics (coming soon)#

When you share a recording with a client stakeholder, know whether they actually watched it. See view duration and engagement metrics.

What this means for you: Send a strategy review recording to a client CEO. If they haven't watched it after 3 days, Coppermind surfaces that in your briefing so you can follow up.

Archive Access (coming soon)#

Access recordings that have been moved to Zoom's archive storage. For long client engagements, this means Coppermind can reach back beyond the active recording window.

What this means for you: Six months into an engagement, a client asks "What did we agree on in the kickoff?" Coppermind finds it even if Zoom moved the recording to archive storage.

Privacy Controls (coming soon)#

Delete transcripts from Zoom after ingestion for clients with data retention requirements. An "ingest then purge" flow for data-conscious organizations.

What this means for you: Enterprise clients with strict data policies can use Coppermind knowing that transcript data doesn't linger in multiple systems.

OAuth and Permissions#

Coppermind requests read-only access to your Zoom account. It does not modify, delete, or create any Zoom data (the delete-transcript scope is reserved for the future opt-in privacy purge feature described above).

Scopes Requested#

Data Handling#

• Encrypted at rest. Zoom OAuth tokens are encrypted using AES-256-GCM before storage. Transcript content is stored in an encrypted database with row-level security enforcing per-customer isolation.
• No audio or video. Coppermind never downloads, stores, or processes your actual recordings. Only transcript text and meeting metadata.
• No sharing across customers. Each customer's Zoom data is isolated by cryptographic access controls. A multi-tenant system where tenants genuinely cannot see each other's data.

Troubleshooting#

No recordings appearing:

Confirm cloud recording is enabled in Zoom settings and that meetings have actually completed (not still in progress). Zoom can take several minutes to generate transcripts after a meeting ends.

Transcripts not ingesting:

Zoom's transcript processing can lag behind the recording. The connector automatically defers and retries - if a transcript isn't ready, it'll be picked up on the next poll cycle (up to 12 retries).

Auth errors after token expiry:

The connector automatically refreshes OAuth tokens before they expire. If the refresh token itself expires (rare - Zoom refresh tokens are long-lived), reconnect from the dashboard or with connectors action=connect source_type=zoom.

"Zoom OAuth is not configured" error:

This means the Coppermind server doesn't have Zoom credentials configured. Contact support - this is a server-side configuration, not something you can fix from your end.

Disconnect#

From the dashboard, click the disconnect button on the Zoom connector card. From Claude:

connectors action=disconnect connector_id=<id>

This clears the stored Zoom credentials and stops future polling. Memories already ingested from Zoom transcripts are preserved - disconnecting doesn't delete what Coppermind has already learned.