By connecting Slite with your Zoom account, you can instantly ask about your meeting transcripts directly in the Slite Agent.
This guide will walk you through the key aspects of the Slite and Zoom connection.
Connecting Zoom & the Slite Agent
This is the first step to get started. This section covers how to set up the connection between Slite and Zoom.
Required permissions for setup
To connect Slite and Zoom, you must have the necessary permissions in both platforms.
In Slite: Permission to add or remove agent sources depends on your team's settings. By default, only workspace admins or owners can set up a connection. However, a Slite admin can enable a setting to allow all members to add and remove agent sources.
In Zoom: Your Zoom role must have the "Server-to-server Auth app" and "View the recording and transcript content" permissions enabled, found in the role settings. If your role does not have these permissions, a Zoom owner will need to either grant them or create the app on your behalf.
Click Develop in the top-right corner, then select Build App .
Choose Server-to-Server OAuth App as the app type and click Create .
Give your app a name (e.g., "Slite") and click Create .
Creating a Server to Server OAuth App in the Zoom App Marketplace.
Step 2: Fill your information
Go to the Information section of your app, then follow the onscreen instructions to add:
A developer contact name
A developer contact email
A company name
Step 3: Add the required scopes
Go to the Scopes section on the left, then click Add Scopes to add the following scopes:
cloud_recording:read:list_recording_files:admin
cloud_recording:read:list_user_recordings:admin
cloud_recording:read:recording_settings:admin
user:read:list_users:admin
user:read:user:admin
Once the scopes are added, click Continue.
Adding the required scopes to your app.
Step 4: Activate the app and copy your credentials
Once your scopes are configured, activate the app:
Go to the Activation section.
Click Activate your app .
Navigate to the App Credentials .
Copy the Account ID , Client ID , and Client Secret — you will need these in the next section.
Navigate to the Feature section and copy your Secret Token . You will need this in the next section as well.
Connecting Zoom in Slite
Once your Zoom app is ready:
In Slite, click Agent Sources in the left sidebar (at the bottom).
Find Zoom in the list and click Connect Zoom .
In the connection modal that appears, paste your Account ID , Client ID , and Client Secret from the previous section.
Enter a Connection name to identify this connection (e.g., "My Zoom workspace").
Paste your Secret Token from the previous section and click Generate to generate a Webhook URL .
Go back to the Zoom App Marketplace and toggle on Event Subscriptions in the Features section.
Click Add Event Subscription and paste the Webhook URL you just generated. You need to add the recording.transcript_completed event (under the Recording category).
Click Validate , then Save .
Go back to Slite and click Connect to Zoom .
The initial sync may take some time depending on the number of recordings in your account.
How the Slite Agent indexes your Zoom meetings
What we sync
Slite Agent indexes meeting transcripts from your Zoom account. Recordings that do not have a transcript are not indexed.
Refresh rate
New transcripts available in Zoom will be indexed in the Slite Agent almost automatically.
Access control & privacy
Access permissions apply to cloud recordings only. Slite Agent mirrors the access permissions set in Zoom for these recordings:
Private to me: the transcript is accessible only by the host.
Only people with access: the transcript can be shared with specific people.
Anyone in signed-in users in my account: the transcript is available to members of the same Zoom workspace.
Anyone with the link: the transcript is available to anyone in the Slite Agent.