How to Get Meeting Insights from Zoom Meetings

Overview

Zoom is one of the most widely used video conferencing platforms for businesses worldwide. With Efficlose, you can automatically capture, analyze, and extract valuable insights from every Zoom meeting without manual note-taking. This guide walks you through the complete setup process and shows you how to get the most out of your Zoom meeting insights.

Step-by-Step Instructions

Step 1: Connect Zoom to Efficlose

Before Efficlose can capture your Zoom meetings, you need to connect your Zoom account:

1. Navigate to Efficlose → Integrations
2. Click Connect Zoom and you'll be redirected to Zoom's authorization page
3. Sign in with your Zoom account credentials
4. Review the permissions requested and click Authorize
5. Once connected, Efficlose will automatically join all Zoom meetings where you are the owner

Step 2: View Your Scheduled Meetings

Once connected, your Zoom calendar syncs with Efficlose:

1. Navigate to Efficlose → Meetings
2. You'll see all your scheduled Zoom meetings automatically imported
3. Meetings display with date, time, title, and participants
4. The list updates as you schedule new meetings in Zoom

Step 3: How Efficlose Joins Your Meetings

Automatic Joining

Once connected, Efficlose automatically joins all Zoom meetings where you are the owner:

• The bot detects your scheduled meetings
• Joins at the scheduled start time
• No manual action required

Manual Launch (For Your Meetings)

You can also manually launch the bot for your meetings from the Efficlose UI:

1. Go to Efficlose → Meetings and find the meeting in your list
2. Click the Join Meeting button (camera icon) next to the meeting

3. In the confirmation dialog, review the meeting details and click Join Meeting

4. The bot will join using your Zoom account permissions

Step 4: Access Insights After the Meeting

Once your Zoom meeting ends, Efficlose processes the recording and generates insights:

1. Wait for video processing to complete (typically 5-15 minutes depending on meeting length)
2. Open Efficlose → Recordings
3. Find your Zoom meeting in the list (most recent appear at top)
4. Click on the recording to view the full insights dashboard

Available Insights Include:

Best Practices

Optimize Your Setup

Use Calendar Sync for Accurate Scheduling

Connect your Google Calendar or Outlook calendar to ensure Efficlose knows about all your upcoming Zoom meetings. This enables:

• Automatic bot joining at the right time
• Meeting context from calendar event details
• Better organization in your meeting library

Use Clear and Descriptive Meeting Titles

Instead of generic titles like "Quick Sync" or "Meeting," use descriptive names:

• ✅ "Q4 Sales Pipeline Review with Marketing"
• ✅ "Customer Onboarding - Acme Corp"
• ❌ "Call"
• ❌ "Meeting"

Clear titles help Efficlose categorize meetings and make searching easier later.

During the Meeting

• Speak clearly and avoid talking over others for better transcription
• Mention names when assigning action items ("John will handle the follow-up")
• Summarize decisions verbally to ensure they're captured
• Use the mute button when not speaking to reduce background noise

Troubleshooting

Efficlose Bot Didn't Join My Meeting

Check these common issues:

1. Integration Status
   • Go to Efficlose → Integrations → Zoom
   • Verify the connection shows as "Active"
   • If disconnected, click Reconnect and re-authorize
2. Email Mismatch
   • Confirm the meeting is hosted under the same email connected to Efficlose
   • Check that calendar events use the same email account
3. Meeting Access Restrictions
   • Ensure the meeting isn't locked after starting
4. Waiting Room
   • If you use Zoom waiting rooms, admit the Efficlose bot when it joins
   • Consider disabling waiting room for meetings where Efficlose should join automatically

Poor Transcription Quality

• Verify all participants have good audio quality
• Use headsets instead of laptop speakers when possible
• Minimize background noise and echo

Missing Action Items

• Phrase action items clearly: "Action item: Sarah will send the proposal by Friday"
• Review and manually add any missed items in the post-meeting editor

Removing the Zoom Integration

If you need to disconnect Efficlose from your Zoom account, you can remove the integration at any time. This will stop Efficlose from automatically joining your Zoom meetings.

Step 1: Navigate to Integrations

1. Go to Efficlose → Integrations
2. Find the Zoom integration card under "Video Recording Platforms"
3. The card will show a green "Connected" status when the integration is active
4. Click the red Disconnect button

Step 2: Confirm the Removal

A confirmation dialog will appear to prevent accidental disconnections:

1. Type DELETE in the confirmation field (case-sensitive)
2. Enter your Efficlose account password for security verification
3. Click the Remove Integration button

Step 3: Verify Disconnection

After successful removal:

• A confirmation notification will appear: "Zoom Calendar integration removed successfully"
• The Zoom integration card will now show "Not Connected" status
• The Connect Now button will replace the Disconnect button

Related Guides

Looking to expand your meeting intelligence capabilities? Check out these related guides:

• Microsoft Teams Integration – Set up Teams meeting capture
• Google Meet Integration – Configure Google Meet recording
• Working with Meeting Insights – Maximize value from your insights

Key Takeaways

• Email match is critical: Your Efficlose and Zoom accounts must use the same email address
• Connect Zoom through the Integrations page for automatic meeting capture
• View all your scheduled Zoom meetings synced automatically to Efficlose
• Currently, bots can only join meetings where you are the host/owner
• Access full transcripts, summaries, and action items after each meeting (processing takes 5-30 minutes)
• Use descriptive meeting titles and calendar sync for better organization
• Check integration status and meeting settings if the bot doesn't join
• Removal warning: Disconnecting Zoom deletes all imported meetings and recordings permanently