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Adding the App

Prerequisites

Glean integrates with Zoom using the Glean App in Zoom. To set this up successfully and create correctly scoped access tokens, the user setting this up should have an “Admin” or an “Owner” role.

Determine your Zoom base URL

If the URLs of your Zoom instance start with https://glean.zoom.us/… enter https://glean.zoom.us into the “Zoom Base URL” box.

Generate and upload the access and refresh tokens for Zoom

1. Glean integrates with Zoom using the authorizing user’s API access and refresh tokens. If you are the authorizing user, please check if that you have an “Admin” or an “Owner” role.

2. Go to the Glean admin console and browse to the data sources > Add data source > Zoom section

3. Authorize the Glean App for Zoom by clicking on Create Authorization Link. Glean will generate an authorization link below which you need to click.

4. You will be redirected to a page where you can view the scopes Glean will use. There are some optional scopes as well which you can select based on your needs.

5. After you authorize Zoom, you will be redirected to this page again.

6. Click Save in Glean. You’re all set!

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Usage

Once you have set up the integration, you will be able to index and search across your Zoom cloud recordings!

You can ask Glean to summarize your meetings so that you know what your company knows, in seconds!

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Zoom API Limitation

Due to limitations with the Zoom API, only the meeting organizer will have access to the meeting transcript in Glean. No other meeting participants or attendees will be able to access the transcript.

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Transcripts Must Be Turned On for Glean to Work Properly

Recording needs to be turned on for accessing transcripts via glean. Historic transcripts will also be indexed. Cloud recording files: the AI-generated transcripts will be used to index in Glean Search. The URLs to access the cloud recordings will also be stored in the Glean index.

• Glean Search will show the cloud recording play URL associated with the transcript.
• Glean Chat will use the transcript content to answer user queries.

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Removing the App

1. Login to your Zoom Account and navigate to the Zoom App Marketplace.

2. Click Manage > Added Apps or search for the “Glean Search Crawler for Zoom” app.

3. Click the “Glean Search Crawler for Zoom” app.

4. Click Remove

5. Once you have removed the app, Glean removes access/refresh tokens from your Glean instance. Crawls would fail and alerts would be raised.