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 for live transcription-assisted coaching.
- Surface mid-call suggestions in your dashboard 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
- Sign in to Automate My Blog and open the organization that should own the Zoom connection.
- Go to Settings → Integrations → Zoom.
- Click Connect Zoom and complete Zoom's OAuth consent.
- Return to the Zoom tab and confirm status shows Connected (and bot-related health checks look healthy).
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 While the Marketplace app is unpublished, only Zoom users on the same Zoom account as the app (or users added as authorized testers via a publishable URL) can successfully authorize.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
- Start (or host) a Zoom meeting as the Zoom user that authorized the app for your organization.
- Wait for AMB Strategist to join the meeting (the participant appears in the Zoom roster).
- In Automate My Blog, open Live Strategist for that organization to see the live transcript, coaching suggestions, and voice controls.
- Optionally save 1–2 call goals, then approve and Speak useful suggestions (or enable auto goals / auto speak modes you are comfortable with).
- When the meeting ends, post-call workflows may process the session according to your plan and settings.
4. Configure after authorization
- View connection and live-call health.
- Reconnect if Zoom scopes change or the connection looks stale.
- Review Live Strategist settings (including voice modes) during an active call.
5. Remove / disconnect the app
From Automate My Blog: open
Settings → Integrations → 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