Oct 7, 2025
Great meetings don’t move work - clear next steps do. Our new Zoom integration turns every call into a concise summary and a set of client-visible tasks inside your shared Space. No more hunting through recordings or rewriting notes. You finish the call, open the Space, and the plan is already there.
Clients don’t need accounts to see it - just a password-protected link.
Why this matters
Most teams lose days between “Great call!” and “Who’s doing what by when?” Notes live in a doc, action items hide in a thread, and approvals vanish in email. By turning Zoom into shareable evidence plus assignable tasks, you collapse that gap to minutes and keep momentum visible to both sides.
How it works
Connect Zoom once (Integrations → Zoom).
After each meeting, the integration brings the transcript and recording link into the right client Space.
An AI summary appears on a new Meeting Notes page: decisions, risks, dates - written for busy readers.
Action items are extracted and proposed as tasks with owners and due dates. You can split or edit before publishing.
Publish tasks as client-visible or keep them internal. Approvals become proper approval tasks with timestamps.
Everything lives in one place next to the plan, files, and guides. Updates happen as comments on tasks—not new email chains.
What gets captured
A tight, executive-safe summary with links back to transcript anchors
A decision log entry you can point to later
Tasks for both sides, each with an owner, due date, and short checklist
Optional approval tasks for anything that needs sign-off
Privacy and trust
Consent first. You control which meetings sync.
Scoped to the client Space. Retrieval and summaries respect permissions.
Password-protected access for clients—no account creation.
Sharing history and approval timestamps for your audit trail.
Real-world moments this fixes
Discovery → plan: “Confirm success metrics,” “Share sample data,” “Book security review”—all captured and assigned.
Onboarding kickoff: “Provide access,” “Connect SSO,” “Import sample data,” each linked to the right guide.
Weekly status: “Approve Creative v4,” “Validate logs,” with the current file pinned so version debates disappear.
Set-up (two minutes)
Go to Integrations → Zoom and authorise.
Choose default summary style and which Spaces should auto-create Meeting Notes.
Optional: turn on auto-propose tasks after each call.
That’s it. Next Zoom ends → notes and tasks are ready where everyone expects them.
Measure the lift
Track time to tasks (minutes from call end to published tasks), on-time approvals, and email reduction (updates posted as task comments instead of new threads). You’ll feel it in fewer follow-ups and faster sign-offs.
Ready to ship meetings into momentum? Connect Zoom in Settings, or talk to us at dokky.io.