> For the complete documentation index, see [llms.txt](https://developer.kizen.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://developer.kizen.com/docs/integrations-and-plugins/integrations/zoom-beta/use-zoom-in-an-agentic-workflow.md).

# Use Zoom in an Agentic Workflow

{% hint style="success" %}
**Audience**: Admins, Developers, Solution Architects

**Purpose**: Explains how to add the Schedule Meeting, Get Transcript, or Get Audio File actions to an <code class="expression">space.vars.automation</code> and configure its inputs, outputs, and error handling in <code class="expression">space.vars.Kizen\_company\_name</code>
{% endhint %}

## Overview

{% hint style="warning" %}
**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.
{% endhint %}

After you set up the Zoom integration in <code class="expression">space.vars.Kizen\_company\_name</code>, you can schedule Zoom meetings and get meeting transcripts and links to audio recordings directly from <code class="expression">space.vars.automations</code> with the Schedule Meeting, Get Transcript, and Get Audio File actions.

***

## Before You Begin

To use Zoom in an <code class="expression">space.vars.automation</code>, 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](/docs/integrations-and-plugins/integrations/zoom-beta/set-up-zoom-in-kizen.md).

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

{% hint style="info" %}
**Note:** If you don't have a paid Zoom account, you can't use the Get Transcript or Get Audio File actions in <code class="expression">space.vars.automations</code>.
{% endhint %}

***

## Add Zoom to an Agentic Workflow

To add Zoom to an <code class="expression">space.vars.automation</code>:

{% stepper %}
{% step %}

#### Go to the Agentic Workflow builder

In the global navigation, select **Agentic Workflows**. Then, to open the builder, do one of the following:

* Select **New Agentic Workflow**.
* Select the name of an existing <code class="expression">space.vars.automation</code>.

<div data-with-frame="true"><figure><img src="/files/lzKaVI7e5AOZZ1FMqBl2" alt="" width="563"><figcaption></figcaption></figure></div>
{% endstep %}

{% step %}

#### Add an action to the workflow

Select **+**, and then select **Add Action**.

<div data-with-frame="true"><figure><img src="/files/pfOWt92LF708cXIyg4Ah" alt="" width="563"><figcaption></figcaption></figure></div>
{% endstep %}

{% step %}

#### Select the Zoom action

In the Add Action modal that opens, scroll to the Integration section, and select the Zoom card.

<div data-with-frame="true"><figure><img src="/files/WF52Fc8lgwZvjg7f0kOF" alt="" width="563"><figcaption></figcaption></figure></div>
{% endstep %}

{% step %}

#### 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](#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](#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](#set-up-a-get-audio-file-action) below.
  {% endstep %}

{% step %}

#### Configure error handling

In the Error Handling section of the modal, specify how to handle errors in this step of the <code class="expression">space.vars.automation</code>.

<div data-with-frame="true"><figure><img src="/files/IszFUFi3jUadPIvZTPa4" alt="" width="563"><figcaption></figcaption></figure></div>
{% endstep %}

{% step %}

#### Save the Zoom action

Select **Save**.
{% endstep %}
{% endstepper %}

***

## 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:

{% stepper %}
{% step %}

#### 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.

<div data-with-frame="true"><figure><img src="/files/iQl6qOFmZ7URqwySi0Lv" alt="" width="563"><figcaption></figcaption></figure></div>

The fields are as follows:

| Field              | Type       | Description                                                             | Required? |
| ------------------ | ---------- | ----------------------------------------------------------------------- | --------- |
| **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       |
| {% endstep %}      |            |                                                                         |           |

{% step %}

#### 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.

<div data-with-frame="true"><figure><img src="/files/mnVEpCLi5nEu4kTmMjDB" alt="" width="563"><figcaption></figcaption></figure></div>

The fields are as follows:

| Field            | Type     | Description                       | Required? |
| ---------------- | -------- | --------------------------------- | --------- |
| **Meeting ID**   | `String` | The ID of the Zoom meeting        | No        |
| **Join URL**     | `String` | The link to join the Zoom meeting | No        |
| {% endstep %}    |          |                                   |           |
| {% endstepper %} |          |                                   |           |

***

## 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:

{% stepper %}
{% step %}

#### 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.

<div data-with-frame="true"><figure><img src="/files/Tdt45WsQyAaJTRfPKqWT" alt="" width="563"><figcaption></figcaption></figure></div>

The fields are as follows:

| Field          | Type     | Description                          | Required? |
| -------------- | -------- | ------------------------------------ | --------- |
| **Meeting ID** | `String` | The ID of the Zoom meeting           | Yes       |
| **User ID**    | `String` | The Zoom user ID of the meeting host | Yes       |
| {% endstep %}  |          |                                      |           |

{% step %}

#### 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.

{% hint style="info" %}
**Note:** A meeting transcript might not be available until 20 minutes after the meeting ends.
{% endhint %}
{% endstep %}
{% endstepper %}

***

## 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:

{% stepper %}
{% step %}

#### 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.

<div data-with-frame="true"><figure><img src="/files/aBqTURUeSIHtpRymMj4E" alt="" width="563"><figcaption></figcaption></figure></div>

The fields are as follows:

| Field          | Type     | Description                          | Required? |
| -------------- | -------- | ------------------------------------ | --------- |
| **Meeting ID** | `String` | The ID of the Zoom meeting           | Yes       |
| **User ID**    | `String` | The Zoom user ID of the meeting host | Yes       |
| {% endstep %}  |          |                                      |           |

{% step %}

#### 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.
{% endstep %}
{% endstepper %}

***

## What's Next

Continue to [Show Your Zoom Meetings on Calendar Dashlets](/docs/integrations-and-plugins/integrations/zoom-beta/show-your-zoom-meetings-on-calendar-dashlets.md) for details on including your Zoom meetings on <code class="expression">space.vars.Kizen\_company\_name</code> calendar views.

<details>

<summary><strong>Related Topics</strong></summary>

* [Zoom - Beta](/docs/integrations-and-plugins/integrations/zoom-beta.md)
* [Set Up Zoom in Kizen](/docs/integrations-and-plugins/integrations/zoom-beta/set-up-zoom-in-kizen.md)
* [Show Your Zoom Meetings on Calendar Dashlets](/docs/integrations-and-plugins/integrations/zoom-beta/show-your-zoom-meetings-on-calendar-dashlets.md)
* [Schedule a Zoom Meeting from a Kizen Record](/docs/integrations-and-plugins/integrations/zoom-beta/schedule-a-zoom-meeting-from-a-kizen-record.md)
* [Troubleshoot Zoom](/docs/integrations-and-plugins/integrations/zoom-beta/troubleshoot-zoom.md)

</details>

***

*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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