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Turn Your Zoom Meetings into Professional Documents & Presentations

Transform your meeting recordings into professional documents automatically. TurboDocx's integration eliminates manual note-taking by converting meeting transcripts into polished deliverables, streamlining your post-meeting workflow.

What You Can Create​

  • 📄 Meeting Summaries: Convert discussions into formatted meeting minutes and action items
  • 📊 Client Presentations: Turn discovery calls into compelling presentation decks
  • 📋 Project Proposals: Use requirement gathering sessions to create detailed proposals
  • 📝 Follow-up Reports: Generate comprehensive meeting reports with key takeaways
  • 💼 Sales Materials: Transform prospect calls into customized sales presentations
  • 🔄 Automated Workflows: Connect meeting transcripts directly to your document templates

Before You Begin​

To use the Zoom integration, you'll need:

  • A Zoom account with cloud recording enabled
  • Administrative access to create a Zoom app (or assistance from your IT team)
  • Meeting recordings stored in Zoom's cloud (local recordings are not accessible)
tip

If you're not sure whether you have cloud recording enabled, check with your Zoom administrator or look for the "Cloud" option when you start recording a meeting.


Step 1: Creating Your Zoom App​

The first step is to create a Zoom app that will allow TurboDocx to access your meeting transcripts. Don't worry - this is a one-time setup process that we'll walk you through step by step.

  1. Open your web browser and go to https://marketplace.zoom.us

  1. Click "Sign In" in the top right corner

Zoom Marketplace Sign In


  1. Sign in with your Zoom account credentials


  2. You'll be taken to https://marketplace.zoom.us/user/build


Create a New App​

  1. In the top right corner, click the dropdown that says "Develop"

  2. Select "Build App" from the dropdown

Step 2: Build App selection


  1. In the dialog that appears, select "General App"

Step 3: General App selection


  1. Click "Create"
  2. Rename your app to "TurboDocx"

Step 4: Rename app to TurboDocx


Why General App?

We use a "General App" because it provides the specific permissions needed to access your cloud recordings safely and securely.


Configure Basic Information​

After creating your app, you'll be taken to the app configuration page. Let's set up the basic information first.


Basic Information Tab​

  1. Make sure you're on the "Basic Information" tab
  2. Leave app as User Managed - Ensure the app type remains set as "User Managed"

Basic Information User Managed


  1. Scroll down to "App Credentials" section
  2. Note down the Client ID and Client Secret - You'll need these values when configuring TurboDocx

App Credentials Section

Keep Your Credentials Safe

Your Client Secret is like a password - never share it publicly or include it in emails. TurboDocx will store it securely once you enter it.


OAuth Information​

  1. Still on the Basic Information tab, scroll down to "OAuth Information"
  2. For "Redirect URL for OAuth", enter:
https://api.turbodocx.com/oauth/zoom/callback
  1. Under "OAuth Allow List", add the following URLs (click "Add" for each one):
https://app.turbodocx.com

OAuth Allow List Configuration


Configure Scopes​

Now we need to set up the permissions (scopes) that allow TurboDocx to access your cloud recordings.


Scopes Tab​

  1. In the left bar, click on the "Scopes" button and navigate to the add scopes page

Navigate to Scopes Section


  1. Click "Add Scopes" button

Click Add Scopes Button


  1. In the search dialog that appears, search for:
List all cloud recordings for a user

Or look for the scope with this value:

cloud_recording:read:list_user_recordings

Type List Cloud Recordings For User


  1. Add the scope labeled "View your recordings" (with value cloud_recording:read:list_user_recordings)

Select Scope and Press Done


  1. Click "Done" to save the configuration

Step 2: Configuring TurboDocx​

🔧 How to Configure Zoom in Organization Settings​

  1. Go to Settings

Go to Settings


  1. Click on Organization Settings

Go to Organization Settings


  1. Scroll down to the Zoom section
  2. Click Configure Zoom

Click Configure Zoom


  1. A Zoom Configuration pop-up will appear
  2. Take the Client ID and Client Secret you obtained earlier, paste them into the appropriate fields, and click Save Configuration in the bottom right-hand corner

Enter Client ID Secret and Press Save Configuration


Alternative: Inline Configuration​

Alternatively, you can configure Zoom integration directly when you first access transcript providers. When you navigate to the transcript providers section and select Zoom, you'll be prompted to enter your credentials if the integration hasn't been configured yet. Simply enter your Client ID and Client Secret in the configuration dialog that appears and save your settings.


Step 3: Using Your Zoom Integration​

Congratulations! Your Zoom integration is now ready to use. Here's how to access your meeting transcripts and use them in your documents.


Accessing Meeting Transcripts​

  1. Click the source dropdown and click "Change Source"
Change Resource
  1. Go to the App Library tab
  2. Click "Transcript Providers"

Meeting Providers


  1. Click "Zoom" and then you should be able to click the transcript
  2. You'll see a list of your recent cloud recordings with transcripts

Transcripts Shown


Troubleshooting​

If you're having trouble with your Zoom integration, here are some common issues and their solutions.


"No Meetings Found"​

  • Cause: No cloud recordings with transcripts available
  • Solution: Ensure your meetings are recorded to the cloud and have transcription enabled

"Authentication Failed"​

  • Cause: Incorrect credentials or expired authentication
  • Solution:
    • Double-check your Client ID and Client Secret
    • Try re-authenticating by clicking "Authenticate with Zoom" again

"Permission Denied"​

  • Cause: Required scope not properly configured
  • Solution: Verify that cloud_recording:read:list_user_recordings scope is added to your Zoom app
Getting Help

If you continue to experience issues:

  • Verify all steps in this guide have been completed
  • Check that your Zoom account has cloud recording enabled
  • Ensure you have meeting recordings stored in Zoom's cloud
  • Contact your TurboDocx support team for assistance

Security and Privacy​

Your data security and privacy are important to us. Here's how your information is protected when using the Zoom integration.


How Your Data is Protected​

  • Secure Authentication: TurboDocx uses OAuth 2.0, the industry standard for secure API access
  • Limited Permissions: The integration only requests access to read your cloud recordings
  • Encrypted Transmission: All data transfers are encrypted using industry-standard protocols

Best Practices​

For Optimal Results​

  • Enable Transcription: Always enable transcription when recording meetings to the cloud
  • Use Clear Audio: Ensure good audio quality for more accurate transcripts
  • Descriptive Meeting Names: Use clear, descriptive names for your meetings to easily identify them later
  • Regular Cleanup: Periodically review and organize your cloud recordings

Meeting Recording Tips​

  • Start recording at the beginning of important meetings
  • Speak clearly and avoid overlapping conversations
  • Use a good quality microphone when possible
  • Consider recording in a quiet environment

Finished​

Congratulations on setting up your Zoom integration! You can now seamlessly import meeting transcripts and use them to create professional documents with TurboDocx.