Use Zoom in an Agentic Workflow
Audience: Admins, Developers, Solution Architects
Purpose: Explains how to add the Schedule Meeting, Get Transcript, or Get Audio File actions to an Agentic Workflow and configure its inputs, outputs, and error handling in Kizen
Overview
Caution: This setup reflects Kizen's default configuration. Your administrator may have customized your layout, so columns or navigation may appear differently. Trial accounts may have limited features.
After you set up the Zoom integration in Kizen, you can schedule Zoom meetings and get meeting transcripts and links to audio recordings directly from Agentic Workflows with the Schedule Meeting, Get Transcript, and Get Audio File actions.
Before You Begin
To use Zoom in an Agentic Workflow, you need:
An active Zoom account with administrator privileges
Authorization at the business level for the Zoom integration
For more information on both requirements, see Set Up Zoom in Kizen.
Further, to make the most of all the integration's features:
Turn on cloud recording in the Zoom admin panel
Turn on audio transcripts in the Zoom cloud recording settings
Turn on Zoom AI Companion
Note: If you don't have a paid Zoom account, you can't use the Get Transcript or Get Audio File actions in Agentic Workflows.
Add Zoom to an Agentic Workflow
To add Zoom to an Agentic Workflow:
Choose the function to perform
In the Action Settings section of the Add Action modal, select the Action dropdown menu, and do one of the following:
To schedule a Zoom meeting, select Schedule Meeting, and set up the action. For more information, see Set Up a Schedule Meeting Action below.
To get the transcript of a Zoom meeting, select Get Transcript, and set up the action. For more information, see Set up a Get Transcript Action below.
To get the link to the audio recording of a Zoom meeting, select Get Audio File, and set up the action. For more information, see Set Up a Get Audio File Action below.
Set Up a Schedule Meeting Action
With the Schedule Meeting action, you schedule a Zoom meeting for the specified meeting host. Please note:
The host can be anyone on the Zoom account.
The admin schedules the meeting, not the host.
The integration supports scheduled meetings only. You can't set up a recurring meeting, personal room, instant meeting, and so on.
To set up a Schedule Meeting action:
Configure the sources for the script inputs
For each of the fields in the Script Inputs section of the Add Action modal, select the source of the field's value from the Input Source dropdown menu, and then configure the source with the additional controls that appear.
The fields are as follows:
Meeting Agenda
String
The agenda of the Zoom meeting.
No
Meeting Topic
String
The title of the Zoom meeting. The default value is Zoom Meeting.
No
Meeting Host
Employee
The email address of the host of the Zoom meeting.
Yes
Duration
Number
The duration of the Zoom meeting in minutes. The default value is 30.
No
Start Time
DateTime
The start time of the Zoom meeting in ISO 8601 format.
Yes
Configure the destinations for the script outputs
For each of the fields in the Script Outputs section of the modal, select the destination of the field's value from the Output Destination dropdown menu, and then configure the destination with the additional controls that appear.
The fields are as follows:
Meeting ID
String
The ID of the Zoom meeting
No
Join URL
String
The link to join the Zoom meeting
No
Set Up a Get Transcript Action
With the Get Transcript action, you receive a written transcript of the specified meeting. The transcript contains plain text only, without speaker identification or timestamps.
To set up a Get Transcript action:
Configure the sources for the script inputs
For each of the fields in the Script Inputs section of the Add Action modal, select the source of the field's value from the Input Source dropdown menu, and then configure the source with the additional controls that appear.
The fields are as follows:
Meeting ID
String
The ID of the Zoom meeting
Yes
User ID
String
The Zoom user ID of the meeting host
Yes
Configure the destination for the transcript
The transcript of the meeting comes back as a string. Find the Transcript field in the Script Outputs section of the modal, open its Output Destination dropdown menu, select where to store the transcript string, and then configure the destination with the additional controls that appear.
Note: A meeting transcript might not be available until 20 minutes after the meeting ends.
Set Up a Get Audio File Action
With the Get Audio File action, you receive the link to the audio recording of the specified meeting. The recording is in M4A format, but you get the link to the file, not the file itself. The file contains audio content only, not video.
To set up a Get Audio File action:
Configure the sources for the script inputs
For each of the fields in the Script Inputs section of the Add Action modal, select the source of the value from the Input Source dropdown menu, and then configure the source with the additional controls that appear.
The fields are as follows:
Meeting ID
String
The ID of the Zoom meeting
Yes
User ID
String
The Zoom user ID of the meeting host
Yes
Configure the destination for the audio file link
The link to the audio file comes back as a string. Find the Audio File field in the Script Outputs section of the modal, open its Output Destination dropdown menu, select where to store the audio file link, and then configure the destination with the additional controls that appear.
What's Next
Continue to Show Your Zoom Meetings on Calendar Dashlets for details on including your Zoom meetings on Kizen calendar views.
Zoom and the Zoom logo are trademarks or registered trademarks of Zoom Communications, Inc. Kizen's Zoom integration is not affiliated with, sponsored by, or endorsed by Zoom Communications, Inc.
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