When connected, Clarify detects Zoom meetings from your connected calendar and sends its bot recorder to join automatically. After the meeting, Clarify generates a transcript, AI summary, and follow-up actions.
Setup
A Zoom admin needs to connect the integration. This only needs to be done once — it applies to all users in the workspace.
Go to Settings → Integrations → Zoom
Click Configure
Sign in with a Zoom admin account when prompted
On the ‘Clarify AI Recorder would like permission to’ screen, review the permissions and click Allow
Once connected, the bot will auto-join Zoom meetings for newly scheduled calls.
Bot Appearance
When you connect the Zoom integration, the bot uses the Zoom profile photo of the account that authenticated. This means meeting participants may see a personal profile photo for the bot.
Best option: Use a Zoom service account. Authenticate the integration with a shared Zoom service account (e.g., ‘Clarify Notetaker’) instead of a personal account. This keeps the bot’s identity neutral in both the meeting video and the participants list.
Alternative: Enable Background image. This overrides the profile photo in the meeting video feed, but the authenticator’s Zoom profile photo will still appear in the participants list.
Go to Settings → General → Call recording
Toggle Background image on
Optionally, upload a JPEG image with 16:9 aspect ratio or use Design background to design your own
You can also customize the Recorder name on this same page (defaults to ‘[Workspace name] Notetaker’).
Without the Zoom Integration
Clarify can still record Zoom meetings without the integration connected — but the bot cannot bypass the waiting room. Someone in the meeting will need to manually admit the bot each time. This is due to a Zoom requirement that all bots must be authenticated to bypass the waiting room.
Connecting the integration removes this friction.
Desktop App Alternative
The macOS app records meetings locally from your machine — no bot joins the call. This works independently of the Zoom integration and does not require a Zoom admin to set up.
Troubleshooting
Bot stuck in waiting room → Connect (or reconnect) the Zoom integration — a Zoom admin is required
Bot shows someone’s face instead of a background → Enable Background image in Settings → General → Call recording. For a cleaner solution, reconnect using a Zoom service account.
Transcripts missing → Enable closed captioning in your Zoom meeting settings
Limitations
Only a Zoom admin can connect or reconnect the integration
The integration may need to be reconnected if Zoom revokes permissions (e.g., during security updates)
Bot and local recording cannot run on the same meeting simultaneously
The Background image toggle overrides the video feed only — the participants list still shows the authenticating account’s Zoom profile photo