zoom-see-meeting-summary implementation guide

---
availability: INSTALLABLE
description: A plugin that allows users to view summaries of their past Zoom meetings.
installation_asset_uuid: 59721bcd-afcc-480b-8b58-3e6be006f32b
name: Look Up Meeting Summary
purple_chat_link: https://marketplace.moveworks.com/purple-chat?conversation=%7B%22startTimestamp%22%3A%2211%3A43%2BAM%22%2C%22messages%22%3A%5B%7B%22parts%22%3A%5B%7B%22richText%22%3A%22Hi%2C+can+you+show+me+the+summaries+of+my+past+Zoom+meetings%3F%22%7D%5D%2C%22role%22%3A%22user%22%7D%2C%7B%22parts%22%3A%5B%7B%22richText%22%3A%22Sure%21+Would+you+like+to+view+the+summaries+for+meetings+by+name+or+by+date+range%3F%22%7D%5D%2C%22role%22%3A%22assistant%22%7D%2C%7B%22parts%22%3A%5B%7B%22richText%22%3A%22By+date+range%2C+please.%22%7D%5D%2C%22role%22%3A%22user%22%7D%2C%7B%22parts%22%3A%5B%7B%22richText%22%3A%22Alright.+Please+provide+the+start+and+end+dates+for+the+range+you%27re+interested+in.%22%7D%5D%2C%22role%22%3A%22assistant%22%7D%2C%7B%22parts%22%3A%5B%7B%22richText%22%3A%22Let%27s+go+from+October+1st%2C+2023+to+October+7th%2C+2023.%22%7D%5D%2C%22role%22%3A%22user%22%7D%2C%7B%22parts%22%3A%5B%7B%22richText%22%3A%22Here+are+the+meetings+scheduled+between+October+1st+and+October+7th%3A%22%7D%2C%7B%22richText%22%3A%22%3Col%3E%5Cn++%3Cli%3E%3Cb%3EProject+Update%3C%2Fb%3E+on+October+2nd%2C+2023%3C%2Fli%3E%5Cn++%3Cli%3E%3Cb%3ETeam+Sync%3C%2Fb%3E+on+October+4th%2C+2023%3C%2Fli%3E%5Cn++%3Cli%3E%3Cb%3EClient+Review%3C%2Fb%3E+on+October+6th%2C+2023%3C%2Fli%3E%5Cn%3C%2Fol%3E%5CnPlease+choose+the+number+of+the+meeting+you+want+the+summary+for.%22%7D%5D%2C%22role%22%3A%22assistant%22%7D%2C%7B%22parts%22%3A%5B%7B%22richText%22%3A%22I+want+to+see+the+summary+for+the+%3Cb%3EProject+Update%3C%2Fb%3E+meeting%2C+which+is+option+1.%22%7D%5D%2C%22role%22%3A%22user%22%7D%2C%7B%22parts%22%3A%5B%7B%22richText%22%3A%22You+selected+the+%3Cb%3EProject+Update%3C%2Fb%3E+meeting+on+October+2nd%2C+2023.+Here+is+the+detailed+summary%3A%22%7D%2C%7B%22richText%22%3A%22%3Cul%3E%5Cn++%3Cli%3E%3Cb%3EMeeting+Title%3A%3C%2Fb%3E+Project+Update%3C%2Fli%3E%5Cn++%3Cli%3E%3Cb%3EDate+%26+Time%3A%3C%2Fb%3E+October+2nd%2C+2023%2C+09%3A00+AM+-+10%3A00+AM%3C%2Fli%3E%5Cn++%3Cli%3E%3Cb%3EDuration%3A%3C%2Fb%3E+1+hour%3C%2Fli%3E%5Cn++%3Cli%3E%3Cb%3EAttendees%3A%3C%2Fb%3E+John+Doe%2C+Jane+Smith%2C+Samuel+Brown%2C+Cubbon+Park%2C+Emily+White%3C%2Fli%3E%5Cn++%3Cli%3E%3Cb%3ESummary%3A%3C%2Fb%3E+The+team+discussed+the+completion+of+several+project+milestones+and+reviewed+the+status+of+ongoing+tasks.+Upcoming+deadlines+were+examined%2C+and+new+responsibilities+were+assigned+to+ensure+timely+progress.+Key+achievements+and+potential+risks+were+highlighted%2C+with+a+focus+on+maintaining+momentum.%3C%2Fli%3E%5Cn++%3Cli%3E%3Cb%3ENext+Steps%3A%3C%2Fb%3E+The+team+should+complete+the+current+phase+tasks+by+October+10th+and+prepare+for+the+client+demo+scheduled+on+October+15th.%3C%2Fli%3E%5Cn%3C%2Ful%3E%5CnWould+you+like+to+see+the+summary+for+any+other+meetings%3F%22%7D%5D%2C%22role%22%3A%22assistant%22%7D%2C%7B%22parts%22%3A%5B%7B%22richText%22%3A%22No%2C+that%27s+all%2C+thank+you%21%22%7D%5D%2C%22role%22%3A%22user%22%7D%2C%7B%22parts%22%3A%5B%7B%22richText%22%3A%22You%27re+welcome%21+If+you+need+any+more+information%2C+just+let+me+know.%22%7D%5D%2C%22role%22%3A%22assistant%22%7D%5D%7D
solution_tags:
- Productivity
systems:
- zoom
---

## **Introduction**

The **Look Up Meeting Summary** plugin allows your users to view summaries of their Zoom recorded meetings directly through the Moveworks AI Assistant. Users can easily access key meeting details, key discussion points, and action items, all within their chat interface, ensuring streamlined information access and enhanced meeting insights.

This guide will help you install this plugin within minutes in Agent Studio. Let’s get started!

## **Prerequisites**

- Access to Agent Studio
- [Zoom Connector](https://developer.moveworks.com/creator-studio/resources/connector/?id=zoom&commit_id=280a6873f0354f3c7bd834c823295c3af2fc7086) set up in Agent Studio

## **What are we building?**

### **Agent Design**

This [purple chat](https://developer.moveworks.com/creator-studio/developer-tools/purple-chat?conversation=%7B%22startTimestamp%22%3A%2211%3A43%2BAM%22%2C%22messages%22%3A%5B%7B%22parts%22%3A%5B%7B%22richText%22%3A%22Hi%2C+can+you+show+me+the+summaries+of+my+past+Zoom+meetings%3F%22%7D%5D%2C%22role%22%3A%22user%22%7D%2C%7B%22parts%22%3A%5B%7B%22richText%22%3A%22Sure%21+Would+you+like+to+view+the+summaries+for+meetings+by+name+or+by+date+range%3F%22%7D%5D%2C%22role%22%3A%22assistant%22%7D%2C%7B%22parts%22%3A%5B%7B%22richText%22%3A%22By+date+range%2C+please.%22%7D%5D%2C%22role%22%3A%22user%22%7D%2C%7B%22parts%22%3A%5B%7B%22richText%22%3A%22Alright.+Please+provide+the+start+and+end+dates+for+the+range+you%27re+interested+in.%22%7D%5D%2C%22role%22%3A%22assistant%22%7D%2C%7B%22parts%22%3A%5B%7B%22richText%22%3A%22Let%27s+go+from+October+1st%2C+2023+to+October+7th%2C+2023.%22%7D%5D%2C%22role%22%3A%22user%22%7D%2C%7B%22parts%22%3A%5B%7B%22richText%22%3A%22Here+are+the+meetings+scheduled+between+October+1st+and+October+7th%3A%22%7D%2C%7B%22richText%22%3A%22%3Col%3E%5Cn++%3Cli%3E%3Cb%3EProject+Update%3C%2Fb%3E+on+October+2nd%2C+2023%3C%2Fli%3E%5Cn++%3Cli%3E%3Cb%3ETeam+Sync%3C%2Fb%3E+on+October+4th%2C+2023%3C%2Fli%3E%5Cn++%3Cli%3E%3Cb%3EClient+Review%3C%2Fb%3E+on+October+6th%2C+2023%3C%2Fli%3E%5Cn%3C%2Fol%3E%5CnPlease+choose+the+number+of+the+meeting+you+want+the+summary+for.%22%7D%5D%2C%22role%22%3A%22assistant%22%7D%2C%7B%22parts%22%3A%5B%7B%22richText%22%3A%22I+want+to+see+the+summary+for+the+%3Cb%3EProject+Update%3C%2Fb%3E+meeting%2C+which+is+option+1.%22%7D%5D%2C%22role%22%3A%22user%22%7D%2C%7B%22parts%22%3A%5B%7B%22richText%22%3A%22You+selected+the+%3Cb%3EProject+Update%3C%2Fb%3E+meeting+on+October+2nd%2C+2023.+Here+is+the+detailed+summary%3A%22%7D%2C%7B%22richText%22%3A%22%3Cul%3E%5Cn++%3Cli%3E%3Cb%3EMeeting+Title%3A%3C%2Fb%3E+Project+Update%3C%2Fli%3E%5Cn++%3Cli%3E%3Cb%3EDate+%26+Time%3A%3C%2Fb%3E+October+2nd%2C+2023%2C+09%3A00+AM+-+10%3A00+AM%3C%2Fli%3E%5Cn++%3Cli%3E%3Cb%3EDuration%3A%3C%2Fb%3E+1+hour%3C%2Fli%3E%5Cn++%3Cli%3E%3Cb%3EAttendees%3A%3C%2Fb%3E+John+Doe%2C+Jane+Smith%2C+Samuel+Brown%2C+Cubbon+Park%2C+Emily+White%3C%2Fli%3E%5Cn++%3Cli%3E%3Cb%3ESummary%3A%3C%2Fb%3E+The+team+discussed+the+completion+of+several+project+milestones+and+reviewed+the+status+of+ongoing+tasks.+Upcoming+deadlines+were+examined%2C+and+new+responsibilities+were+assigned+to+ensure+timely+progress.+Key+achievements+and+potential+risks+were+highlighted%2C+with+a+focus+on+maintaining+momentum.%3C%2Fli%3E%5Cn++%3Cli%3E%3Cb%3ENext+Steps%3A%3C%2Fb%3E+The+team+should+complete+the+current+phase+tasks+by+October+10th+and+prepare+for+the+client+demo+scheduled+on+October+15th.%3C%2Fli%3E%5Cn%3C%2Ful%3E%5CnWould+you+like+to+see+the+summary+for+any+other+meetings%3F%22%7D%5D%2C%22role%22%3A%22assistant%22%7D%2C%7B%22parts%22%3A%5B%7B%22richText%22%3A%22No%2C+that%27s+all%2C+thank+you%21%22%7D%5D%2C%22role%22%3A%22user%22%7D%2C%7B%22parts%22%3A%5B%7B%22richText%22%3A%22You%27re+welcome%21+If+you+need+any+more+information%2C+just+let+me+know.%22%7D%5D%2C%22role%22%3A%22assistant%22%7D%5D%7D) shows the experience we are going to build.

## **Installation Steps**

While you can create a connector during plugin installation, we do recommend that you create a connector in Agent Studio before installing this plugin to streamline the process. Please follow our [**Zoom Connector Guide**](https://marketplace.moveworks.com/connectors/zoom#how-to-implement) to do so. Once you have done this, simply follow our plugin installation documentation to get your plugin installed in minutes.

**Scopes Needed:**

- `report:read:user:admin`
- `meeting:read:meeting:admin`
- `meeting:read:summary:admin`
- For more information: [Zoom OAuth Scopes Overview](https://developers.zoom.us/docs/integrations/oauth-scopes-overview/)

**Notes**

1. The user of this plugin can only access meeting summaries of the meetings they own (hosted). They can’t view summaries for meetings where the user was just a participant, guest, or external attendee. This is a Zoom API limitation.
2. Zoom places a limitation on the first API call in the appendix: the from and to date range should not exceed 1 month. The plugin enforces this via the slot description.
3. The Zoom Reports API also has a standard data retention policy of 12 months for paid accounts, after which data becomes inaccessible. 
4. This plugin uses meta_info.user.timezone attribute to convert the meeting times in the API response (present in UTC) to the user's timezone. Please make sure that this attribute is set for your users. 

## **Appendix**

**A combination of 2 APIs makes this possible:**

**API #1 Get a User's Meetings**

- The first API call (Report AI) is designed to fetch all the meetings that a user participated in within a specified date range, via their email address.
    
    ```bash
    curl --request GET \
      --url 'https://<Zoom_Host_Name>/v2/report/users/{{email}}/meetings' \
      --header 'Authorization: Bearer YOUR_SECRET_TOKEN'
    ```
    
    - Required parameters:
        - **`from_date`**: The start date for the range within which calls should be retrieved.
        - **`to_date`**: The end date for the range within which calls should be retrieved.
        - **`type`**: pastJoined

**API #2 Get Summary for a Meeting**

- The second API call is designed to fetch the meeting summary of a specific meeting via the UUID from the previous call
    
    ```bash
    curl --request GET \
      --url 'https://api.zoom.us/v2/meetings/{{meeting_uuid}}/meeting_summary' \
      --header 'Authorization: Bearer YOUR_SECRET_TOKEN'
    ```