Integrate your Zoom account with Insight7 to automatically import meetings, recordings, and transcripts for faster evaluation and insight extraction. This saves time and ensures your data flows seamlessly into your workspace.

Step 1: Go to Settings #

1. Log in to your Insight7 account

2. Click your profile icon (top-right corner)

3. Select Settings

Step 2: Open Integrations #

In the left sidebar, you’ll see:

• Customization

• Automations

• Billing

• Help

• Teams

• Profile

• Integrations

• Admin

Click Integrations.

Step 3: Configure Zoom Integration #

You’ll see the Integrations page with this message:

“Connect your tools to automatically import meetings and export insights, reports, and analysis results.”

Find Zoom and click Configure.

Step 4: Set Up Zoom Connection #

You’ll see the Zoom Integration panel:

• Connection Status: Displays if your account is connected

• Account Type: Displays your Zoom account type

• User ID: Your unique Zoom user ID

Import Settings:

• Toggle Enable Automatic Import to on

• Choose Import Frequency: Daily (recommended)

• Select Data Types to Import:

  • Meetings

  • Recordings

  • Transcripts

  • Participants

  • In-meeting chat

Once configured, click Save Configuration.

Step 5: Connect and Test #

Click Connect to link your Zoom account.
You can also click Test to verify the integration or Disconnect anytime.