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Zoom integration guide

Automate My Blog Live Strategist for Zoom — add, use, configure, and remove

1. What the app does

When authorized for your Automate My Blog organization, the Zoom app lets AMB join meetings you host so Live Strategist can:
  • Receive meeting lifecycle events (for example meeting started / ended).
  • Join as the AMB Strategist participant (visible in Zoom's Participants list / roster).
  • Surface mid-call suggestions in the Automate My Blog web dashboard (not an in-meeting Zoom Apps panel) and, when you allow it, speak approved lines in the room.
  • Support post-call summaries and related follow-up workflows tied to that session.
At a high level, authorization covers meeting and user scopes needed to join the meeting, obtain join/recording credentials where required, and operate the strategist experience. Exact scopes are shown on Zoom's consent screen when you Connect.

2. Add / install the app

In Automate My Blog (required to link Zoom to your organization)
  1. Sign in to Automate My Blog and open the organization that should own the Zoom connection.
  2. Go to Connected Sources → Zoom (left sidebar → Connected Sources → Zoom).
  3. Click Connect Zoom and complete Zoom's OAuth consent.
  4. Return to the Zoom page and confirm status shows Connected (and bot-related health checks look healthy).
From Zoom Marketplace. Choosing Add / Authorize on the Marketplace listing also completes Zoom OAuth and lands on a success page. To attach that Zoom account to an Automate My Blog organization, still sign in and use Connect Zoom under Connected Sources → Zoom.
Zoom account notes. While the Marketplace app is unpublished, only Zoom users on the same Zoom account as the app (or users added as authorized testers via a publishable URL) can successfully authorize. After publication, eligible Zoom users can install according to Zoom's distribution settings.

3. Use the integration

  1. Start (or host) a Zoom meeting as the Zoom user that authorized the app for your organization. Guest-only joins do not launch the bot.
  2. In the Zoom meeting client, open Participants and wait for AMB Strategist to appear in the roster (typically within about 30 seconds). If Zoom shows a recording permission prompt, approve it once.
  3. In Automate My Blog, open Live Strategist either from Connected Sources → Zoom → Open Live Strategist, or go directly to /dashboard/live-strategist (organization admin required). Live Strategist is a web dashboard page — it is not a Settings tab and not an in-meeting Zoom Apps panel.
  4. Confirm the live session appears, then optionally save 1–2 call goals and approve / Speak useful suggestions (or enable auto goals / auto speak modes you are comfortable with).
  5. When the meeting ends, post-call workflows may process the session according to your plan and settings.

4. Configure after authorization

Manage the integration anytime at Connected Sources → Zoom:
  • View connection and live-call health.
  • Reconnect if Zoom scopes change or the connection looks stale.
  • Open Live Strategist during an active call for transcript, coaching, and voice controls.

5. Remove / disconnect the app

From Automate My Blog: open Connected Sources → Zoom and choose Disconnect. This clears the organization's stored Zoom connection so AMB no longer auto-launches for that org's meetings.
From Zoom: open Zoom Marketplace → Manage → Installed Apps (or Apps on account), find Automate My Blog / Live Strategist, and remove or revoke access. After removal, reconnect in AMB if you want to use the integration again.

6. Support and privacy

Direct support: Support or support@automatemyblog.com
Privacy: Privacy Policy
Terms: Terms of Use