How your Zoom Notetaker works

Written By Bekkie Wetz (Super Administrator)

Updated at July 22nd, 2022

Everything you need to know

Once the Zoom integration goes live on your platform or you sign up for the first time Zoom meetings will start to be recorded, analysed, and transcribed into the Jiminny platform. This will provide you with more opportunities to learn, self-coach, and share customer conversations with your teammates. The integration also means it will be easier to log to your CRM! 🙌 Read below for all you need to know about the integration, how it benefits you and how it works.

What do I need for the integration to work?
The integration will be enabled by your Organisation Admin so there is nothing you need to do in your Jiminny or Zoom account.

Important note: Insights licenses would not be able to record meetings and stream them to Jiminny.


How can I be sure that my Zoom integration is working?
You will notice that there will be a participant in your meetings called the Jiminny.ai Notetaker (although this could also be branded to your company).

Important note: The Notetaker name is customisable! Your team can change the name of the bot by going to the Organization Recording settings in your Jiminny platform. Awesome, right? 😎

Which Zoom meetings will be recorded?

Only the meetings that are scheduled in your calendar will be recorded. You can also control which one of them you want to record or not from your Dashboard at any point in time. If you have internal recording turned off, the Notetaker will only join scheduled meetings that have someone external joining (i.e not with your company email domain).

*Once you sign up we will look forward and import your next 30 days of meetings into Jiminny for you! 


How should I schedule my meetings?

This is super, simple just schedule a meeting in your Calendar like normal, and make sure your Zoom meeting details are added. Then the Jiminny.ai Notetaker will join at the scheduled start time of the meeting.

*Please schedule your meetings a minimum of 15 minutes before, to make sure they have time to import to your Jiminny Dashboard to be recorded.


How do I stop recording?

While your meeting is in progress: 
During the meeting, you can stop recording anytime by removing Jiminny.ai Notetaker as a participant from the meeting. Please note that if you remove the Jiminny.ai Notetaker, the recording would be stopped and deleted. 

Turning off my recording permanently:
This is controlled in your Jiminny profile. Just go to recordings to toggle recording off.
*Please note this option is exposed and controlled by your Jiminny admin.

When will my recording appear in Jiminny?
The time can vary depending on the duration of the meeting, but you'll likely see the meeting fully analysed in Jiminny around 30 minutes after it has ended. We capture the recorded audio, video, screen sharing, and transcribe the meeting. You'll have access to all the coaching tools and analytics too!

How does the integration help me log my Zoom Meetings?

Jiminny Sidekick is your personal sales assistant designed with one thing in mind - to make your meetings simple and easy. Sidekick gives you more time in your day to work with customers and gets accurate, rich data into your CRM! You can change your Sidekick settings anytime in Jiminny. We recommend choosing 'Start & End', the Sidekick will pop at the beginning so you can take time-stamped notes and again at the end for easy logging to your CRM.

*Please note it takes a few seconds for the full summary to appear after you end the Zoom

Best practice for ending and logging your meeting...

The best practice is to always end your Zoom where possible. Ending the meeting will prompt Jiminny.ai Notetaker to leave automatically, and pop up Sidekick so you can summarise all the key meeting information and log it directly into your CRM.

*Please note it takes a few seconds for the full summary to appear in Sidekick after you end the Zoom
What about instant meetings?

Currently, we do not support Instant meetings, meetings need to be scheduled in your calendar for us to record and analyse.

How to install the integration 

The integration is turned on by switching on the toggle shown below, this needs to be completed by a user who is an Admin of both Zoom and Jiminny:



Can I uninstall the integration?

This can be removed in the organization settings by any Jiminny admin or owner.

What if the Zoom Notetaker is not joining?

In order for the Notetaker to join the meetings we'll need "Only authenticated users can join meetings" setting to be turned OFF in the Zoom Settings! The Zoom Admin could lock this setup on an account level for all users.

Users can also amend this setting on their zoom settings by turning OFF the following...

Who can I contact if I have questions?
Please reach out to the Jiminny team via the "Help" button at the bottom left of the Jiminny platform for any questions, we will be happy to assist! 🚀