Skip to main content

Zoom

Clarify's Zoom integration lets the meeting bot automatically join your Zoom calls to record, transcribe, and generate recaps - no manual action needed per meeting.

Written by Michael Simmons

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 workspace admin in Clarify connects the integration, signing in to Zoom with the account the notetaker should use (ideally a dedicated Zoom user - see Bot Appearance below). This only needs to be done once - it applies to all users in the workspace.

  1. In the left sidebar, open Connectors, then click the Zoom tile (under Team)

  2. Click Connect (or Reconnect if Zoom was connected before)

  3. Sign in to Zoom with the account the notetaker should use

  4. 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.

A service account also protects your teammates’ own Zoom access. The bot signs in to Zoom as the account that connected the integration, so if a host removes the bot from a meeting and doesn’t let it rejoin, Zoom blocks that account from the meeting. If the account belongs to a person, they’re blocked too and see “You can not join this meeting because the host has previously removed you.”

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.

  1. Go to Settings → Workspace → Email and meetings → Meeting recording

  2. Toggle Background image on

  3. 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 Clarify desktop 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 Clarify workspace admin is required
    ​

  • Bot shows someone’s face instead of a background → Enable Background image in Settings → Workspace → Email and meetings → Meeting recording. For a cleaner solution, use a Zoom service account. If the integration is already connected with a person’s Zoom account, click Disconnect on the Zoom page in Connectors, then connect again with the service account.
    ​

  • “The host has previously removed you” when you join a Zoom meeting → this can happen when the integration is connected with your own Zoom account and the host removed the bot. A workspace admin can click Disconnect on the Zoom page in Connectors, then connect again with a Zoom service account.
    ​

  • Transcripts missing → Enable closed captioning in your Zoom meeting settings

Limitations

  • Only a Clarify workspace admin can connect, reconnect or disconnect the integration
    ​

  • Disconnecting removes Zoom for everyone in the workspace - you can’t remove one person’s connection on its own
    ​

  • 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

Related Articles
Did this answer your question?