Using the Zoom for Cowork app
The Zoom for Cowork app allows Microsoft 365 Copilot users to search their Zoom meetings using natural language, retrieve meeting assets such as AI summaries, docs, recordings, and whiteboards, and access recording-specific resources, including transcripts, summaries, next steps, and playback links. Users can ask questions to quickly locate the exact moment a topic was discussed in a meeting recording, generate agendas, capture notes, identify action items, and follow up using the transcript, summary, and shared materials.
Requirements for using the Zoom for Cowork app
- A Zoom account owner or admin with privileges
- A Microsoft 365 Copilot account with administrator privileges
- One or more of the following Zoom AI features need to be enabled:
- Smart Recording
- Meeting summary
- Use of the Agentic search function requires a ZoomMate license
Limitations for using the Zoom for Cowork app
- Due to the app being dependent on the Zoom AI features Smart Recording and Meeting summary, if one or neither of these features is enabled, the app may have limited functionality.
- A user can only access meeting assets and/or recordings when both of the following are true:
- Zoom AI meeting transcription/summary and/or smart recording features have been enabled for use with those meeting assets and recordings.
- The user hosted the meeting or has been granted access to those meeting assets and recordings by the meeting host.
- For video-based features of the Zoom for Cowork app, meetings must be recorded to the cloud using smart recording.
How to add the Zoom for Cowork app
The Zoom for Cowork app must be deployed by a Microsoft 365 administrator before users can access it. To add the app:
- Sign in to the Microsoft 365 admin center using your administrator account.
- In the navigation menu, click Show all.
- Navigate to Settings, then click Integrated apps.
- Select the Get Apps (or View more apps).
- Search for Zoom for Cowork.
- Select the Zoom for Cowork app from the search results.
- Review the app information, permissions, and applicable terms and conditions, then proceed with the deployment.
- Choose who should have access to the Zoom for Cowork app:
- Everyone: Makes the app available to everyone in the organization.
- Specific users/groups: Allows you to start with yourself or a limited group and expand access after testing.
- Click Deploy.
Wait for the confirmation indicating that the Zoom for Cowork app was successfully deployed. - Click Next, then complete the deployment wizard.
How to use the Zoom for Cowork app
Launching the app in Copilot 365
- Open Microsoft 365 Copilot in your browser or desktop app.
- In the top left corner, click Cowork.
- In the Copilot chat interface, click the plugin icon [puzzle piece] to view available plugins.
- Locate Zoom in the list and ensure it is toggled on.
- When prompted, sign in to your Zoom account and click Allow to authorize the plugin.
Once authorized, you can begin using natural language prompts in Copilot to search and interact with your Zoom meeting data.
Example prompts and responses
Once Zoom for Cowork has been launched in Copilot, users can begin using Copilot to manage their workload with Zoom. Below are example prompts to begin managing meetings and potential action items from your meetings. Once a question has been answered, users can follow up with additional questions or requests as well. In addition to responses when asking about a meeting, any linked meeting assets that the user has access to will also be accessible within the Copilot dialog, including any related docs, files, transcripts, and recordings.
| Prompt | Response |
|---|
| "Can you provide a recap of the 'Q4 budget meeting' this afternoon?" | A summary of the meeting will be generated along with any meeting assets that were linked to the meeting (transcripts, recordings, docs, etc). |
| "What did Sarah mention about our KPIs?" | A summary of what Sarah mentioned in the meeting will be summarized from the meeting transcript. In addition, if there were multiple meetings where Sarah mentioned KPIs, the user will be prompted to select a meeting instance before being given a summary. |
| "Show me where John mentioned potential blockers during the 'Project Alpha meeting'." | If the user has access to the Cloud Recording, an embedded player will be displayed, and the player will automatically position the timestamp to when the blockers were discussed. Additionally, if there were multiple instances, the user would be prompted to select which instance they want to view. |
| "Create a list of action items from the 'Q1 Strategy Alignment meeting' yesterday morning." | Copilot will confirm if the user wants to create a new Zoom Canvas doc with the action items. Once the user clicks Create, a Zoom Canvas doc will be generated containing a list of action items. |
How to remove the Zoom for Cowork app
- Sign in to the Microsoft 365 admin center using your administrator account.
- In the navigation menu, click Show all.
- Navigate to Settings, then click Integrated apps.
- Select the Zoom app.
- Click Remove.
- Click Remove to confirm.
Data Security for the Zoom for Cowork app
This app stores access credentials in the local data store:
- Copilot API tokens and Zoom OAuth credentials (both user-level only) are stored in an encrypted database.
How your data is used for the Zoom for Cowork app
This app accesses and uses the following information from your Zoom account:
- Identity [openid, profile, email]: The app uses identity scopes to complete the required per-user OAuth consent flow.
- Agentic search [agentic_search:read:search, ai_companion:read:search]: The app utilizes agentic search for meeting insights and contextual recall via search and search_describe_capabilities tools.
- Ask [agentic_search:read:ask]: The app utilizes the ask tool for meeting insights and contextual recall.
- Search meetings [meeting:read:search]: The app utilizes meeting search when retrieving information for meeting insights and contextual recall.
- Meeting assets [meeting:read:assets]: The app utilizes meeting assets for previous and upcoming meetings for meeting insights and contextual recall.
- View a user's whiteboards [whiteboard:read:list_whiteboards]: The app optionally utilizes whiteboard listing as a sub-field of meeting assets retrieval.
- View whiteboard content [whiteboard:read:whiteboard]: The app optionally utilizes whiteboard content as a sub-field of meeting assets retrieval.
- Cloud recording [cloud_recording:read:list_user_recordings]: The app utilizes cloud recordings when retrieving recordings for meeting insights and contextual recall.
- Cloud recording content [cloud_recording:read:content]: The app utilizes cloud recording content for generating summaries and contextual recall for previous meetings, including transcript retrieval.
- My Notes [my_notes:read:content]: The app utilizes My Notes to retrieve note content.
- Hub file content [hub:read:content]: The app utilizes Hub file content to retrieve Hub file content.
- Hub file creation [hub:write:content]: The app utilizes Hub file creation to create content in the user's Zoom account, such as generating action item docs.
- Zoom Canvas export [docs:read:export]: The app utilizes Zoom Canvas export for deprecated tools; retained for backward compatibility.
- Zoom Canvas import [docs:write:import]: The app utilizes Zoom Canvas import for deprecated tools; retained for backward compatibility.