Zoom Integration for Coaching

The Ambition<>Zoom integration (Beta) allows Managers to save a Zoom meeting's audio transcript directly within the body of the Coaching Check-In for the Manager & Employee to review. These transcripts can also be searched for keywords.

In this article we'll cover:

1. How to authorize the Zoom integration
2. How to use the new functionality

Authorize the Zoom Integration

Only an organizational Admin user can follow the steps below to activate the Zoom integration. This user must also be an Administrator for Zoom.

1. From the left-hand navigation, click on Administration > Integrations.

2. Navigate down to the Zoom Integration and click the blue Enable Integration button.

3. From the Zoom Integration page, click Authentication.

4. Click the blue Authorize button.

5. From this modal, click Enable Integration.

How to Use the Zoom Integration

Save a Zoom Transcript to a Meeting

The Manager of the check-in can save multiple transcripts to a single check-in by following these steps:

1. Navigate to a coaching Check-in where you are listed as the Manager.

2. Click on the Zoom tab (this tab is only shown to the Manager)

• Only meetings that took place and were recording during the time that the check-in was open will be presented here.

3. Find the Date/Time of the Zoom Meeting.

4. Click Save Transcript. 

Access a Saved Transcript

If a Zoom transcript has been saved by the Manager to a specific check-in, any participants will be able to read the full transcript. This includes the Manager, Employee, Co-Coaches, and any Admin users with All-Access Coaching permissions.

1. Navigate to the coaching Check-in.

2. If a transcript(s) has been saved by the Manager, it will be shown within the Zoom Meeting area of the check-in, shown below.

3. Click on the link to the transcript (shown by it's date)

4. The full transcript will be presented in a modal (shown below).

5. Click outside of the modal to close the transcript.

Search for Text Within a Saved Transcript

If you would like to go back and search for a snippet of a saved transcript, you can do so from the Check-Ins page.

1. Navigate to a coaching Check-ins page. 

2. Click on the filter icon in the top right hand corner. Navigate to the Search bar.

3. In the Search bar, you can search for specific text across any coaching notes or saved Zoom transcripts.