Connect Zoom

Outcome

Threadory will receive selected Zoom cloud recordings, transcripts, and AI Companion summaries as meeting entities.

Before you begin

• an administrator or owner role in the Threadory project;
• a Zoom Marketplace Server-to-Server OAuth app with cloud recording and meeting summary scopes activated on the target Zoom account;
• Cloud Recording and audio transcript generation enabled for hosts you care about (otherwise meetings arrive hollow);
• a safe meeting filter defined in advance when the Zoom account is shared across several Threadory projects.

Connection profile

Item	Minimum or expected behavior
Credential	Server-to-Server OAuth: Account ID, Client ID, Client Secret
Minimum access	Admin scopes to list users, list/get cloud recordings, download transcript files, and read AI Companion meeting summaries
Identity	Synchronization uses the shared S2S app; attribution uses host and participant emails from Zoom
Direction and entities	Inbound only: user, meeting, transcript_segment, and meeting_summary. No write-back to Zoom
Delivery mode	Incremental polling every 30 minutes is the baseline. Event Subscription webhooks accelerate ingest when webhook_secret is configured

Steps

1. In Zoom Marketplace, create a Server-to-Server OAuth app for your account and add the recording / summary / user scopes required by the connector (see package DESIGN.md).
2. Activate the app and copy Account ID, Client ID, and Client Secret.
3. In Threadory, open Connectors → Add connector → Zoom.
4. Step 1 — Connect Zoom app: paste the three credentials and select Test connection. Threadory mints a short-lived token, lists active hosts, and samples recent cloud recordings (nothing is saved yet).
5. Step 2 — Scope the install: review the healthy summary, choose all meetings or filter by host / email domain / title pattern. The sample list previews which recordings match as you toggle filters.
6. Optional (Advanced): transcript storage mode and Event Subscription Secret Token for webhooks (/webhooks/zoom).
7. Select Install Zoom, then Sync now.

Verify the result

• synchronization completes successfully in Activity;
• a recent recorded meeting appears in Knowledge with a transcript preview or summary when Zoom produced those artifacts;
• action items become available after meeting_notes runs (same path as tl;dv).

Common problems

Symptom	Cause	What to do
Credentials rejected / unhealthy	Wrong Account ID or inactive S2S app	Re-copy credentials from Marketplace App Credentials; confirm the app is activated
Meetings hollow (no transcript)	Cloud recording or audio transcript not enabled	Enable cloud recording + transcript for the host; re-sync after the next recording
No AI summary entity	AI Companion summary not generated or scope missing	Confirm AI Companion meeting summary is on and the S2S app has summary scopes
Unrelated meetings appear	Filter is All or too broad	Narrow host / domain / title filters and re-sync
Sync is slow on large accounts	Many active users scanned	Set host filters and lower Max hosts per sync

Safe disconnection

Disconnecting stops future imports but does not automatically remove meetings already stored in Threadory.

1. Stop workflows that depend on newly imported Zoom meetings.
2. Export required project data.
3. Disconnect the Zoom connector in Threadory.
4. Rotate or deactivate the S2S app credentials in Zoom Marketplace if they were dedicated to this connector.
5. Apply the documented retention process to imported meeting data that must be removed.

Next step

Complete your first closed loop (Zoom can replace tl;dv as the meeting source).