Bring your Zoom meetings, recordings, and transcripts into AlphaSense by connecting your Zoom account.
This article contains:
- Before You Begin
- Step 1: Installation (Account Admin Only)
- Step 2: Individual User Connection
- Step 3: Modify Account Access
- How it Works
- Troubleshooting
The Zoom integration allows you to securely connect your Zoom account to AlphaSense, enabling you to search, analyze, and reference your meeting content (calendar, recordings, and transcripts) alongside external sources. The integration is designed with access control in mind, requiring a one-time pre-approval by a Zoom account administrator, followed by individual user authentication.
Once connected, administrators can manage which users in the Zoom account are allowed to install AlphaSense, and individual users authenticate against their own Zoom credentials so that only meetings, recordings, and transcripts they host or are explicitly entitled to are surfaced in AlphaSense.
Before You Begin
- You must have an active Zoom account.
- A Zoom account administrator (Owner or Admin role) must complete the initial pre-approval of the AlphaSense app from the Zoom App Marketplace.
- Users will only see and connect to Zoom meetings, recordings, and transcripts they own as the host(phase-1). Cloud recording and transcription must be enabled for content to be available.
Beta scope: During the beta release, the Zoom connector surfaces content from self-hosted meetings only — that is, meetings where the connected user is the host. Meetings that the user only attended (without hosting) are not pulled in. [Issue with zoom APIs highlighted here]
Step 1: Installation (Account Admin Only)
The Zoom account administrator must pre-approve the AlphaSense app for the account before any user in the organization can connect.
During setup:
- The administrator opens the AlphaSense listing on the Zoom App Marketplace and clicks Approve and then Add for others.
- The administrator reviews and approves the OAuth scopes AlphaSense requests across the Zoom API (user profile, meetings, cloud recordings, meeting transcripts, meeting summary, calendar, and past meeting participants).
- Granting account-level approval registers AlphaSense as an authorized OAuth app for the Zoom account.
- The scope of admin pre-approval determines which Zoom users in the account are permitted to install AlphaSense.
After successfully pre-approving the app, AlphaSense will appear in the Zoom Admin portal under:
Advanced → App Marketplace → Manage → Added apps
Important: If the account administrator has not pre-approved the app, other users (including standard licensed members) will not be able to connect Zoom from AlphaSense.Users attempting to connect before pre-approval will see a Zoom error screen prompting them to contact their administrator to request access.
Step 2: Individual User Connection
Once the Zoom account administrator has pre-approved the AlphaSense app:
- Individual users can initiate their own authentication flow from AlphaSense (Settings → Connectors → Zoom → Connect).
- Users are redirected to Zoom to sign in and authorize AlphaSense, covering meetings, cloud recordings, and transcripts.
- Access is limited to meetings, recordings, and transcripts the user hosts in Zoom. Cloud recordings and AI Companion summaries are only available where the user (or their account) has those features enabled and the recording/summary already exists.
This step ensures each user securely connects their account while maintaining proper access controls. AlphaSense uses OAuth 2.1 with PKCE for the authorization exchange and never stores the user's Zoom password.
Step 3: Modify Account Access
Account administrators can update which users are allowed to use the AlphaSense app on their Zoom account at any time.
To modify access:
- Sign in to the Zoom Admin portal as the account owner or an admin with marketplace privileges.
- Go to Advanced → App Marketplace → Manage → Added apps.
- Locate the AlphaSense application.
- Open Permissions to add or remove the users and groups that are allowed to install the app.
- Optionally, use Remove app to revoke the integration for the entire account. This invalidates all existing user tokens for the Zoom account.
Individual users can also disconnect their own account from AlphaSense at any time (Settings → Connectors → Zoom → Disconnect), which immediately revokes AlphaSense's access to their Zoom data.
Changes will update what content is available within AlphaSense.
How It Works
- Zoom content is securely connected and permissioned based on the connected user's Zoom role and ownership.
- Only content the user hosts (or is the owner of) in Zoom is made available in AlphaSense.
- Each user's connection respects their individual Zoom permissions, account-level recording and transcription settings, and any conditional access policies the organization enforces.
- OAuth tokens are encrypted at rest, refreshed automatically before expiry, and immediately revoked when a user or admin disconnects.
This ensures that sensitive meeting content remains controlled while still enabling powerful cross-source research over your Zoom calendar, recordings, transcripts, and AI Companion meeting summaries.
What AlphaSense can access
| Capability | What it surfaces in AlphaSense |
|---|---|
| Meetings | The user's upcoming, scheduled, live, and past Zoom meetings — topic, agenda, start/end time, duration, join link, and host details. |
| Cloud recordings | Recording files (video, audio, chat, closed captions) for meetings the user hosted, including playback and download URLs. Local recordings are not accessible. |
| Transcripts | VTT transcripts generated by Zoom Cloud Recording transcription for the user's hosted meetings, returned as plain text or WebVTT. |
| Meeting summary | AI Companion-generated summaries (overview, key topics, next steps) for the user's hosted meetings, when AI Companion is enabled on the account. |
| Participants | Names, emails, join/leave times, and attendance duration for past meetings the user hosted (paid Zoom accounts only). |
| User profile | The connected user's display name, email, job title, department, and office location from their Zoom profile. |
Troubleshooting
I can't connect Zoom in AlphaSense.
- Confirm that your Zoom account administrator has completed the pre-approval of the AlphaSense app on the Zoom App Marketplace.
- If not, contact your Zoom administrator and ask them to pre-approve AlphaSense and grant you permission to install it.
I don't see the meetings, recordings, or transcripts I expect.
- Verify you are the host of the meeting in Zoom — during the beta release, AlphaSense only surfaces content from meetings you host yourself.
- Confirm that Cloud Recording is enabled for your Zoom account and that the meeting was recorded to the cloud (local recordings are not visible).
- Confirm that Audio Transcript is enabled in your Zoom Cloud Recording settings — without it, transcripts will not be generated and will not be available in AlphaSense.
- AI Companion meeting summaries require Zoom AI Companion with Smart Recording or Meeting Summary enabled on the account.
- Recordings and transcripts can take several minutes to several hours to finish processing in Zoom after a meeting ends. If a meeting just ended, give Zoom time to finish processing and try again.
I can't see the list of past meeting participants.
- Listing past meeting participants requires a paid Zoom account (Pro, Business, or Enterprise). Users on the Free plan will not see the participant list — speaker names from the transcript can be used as a fallback.
I need to update access.
- Administrators should follow the steps in Modify Account Access to adjust user and group assignments in the Zoom Admin portal under App Marketplace → Manage → Added apps → AlphaSense → Permissions.
- Individual users can disconnect their account at any time from Settings → Connectors → Zoom → Disconnect in AlphaSense, which immediately revokes AlphaSense's access to their Zoom data.
I revoked AlphaSense in Zoom but it still appears connected in AlphaSense.
- After revoking the app from the Zoom Admin portal or your personal Zoom account settings, refresh the AlphaSense Connectors page. The next API call will fail and AlphaSense will mark the integration as disconnected.