PlannerPal (trading name of Morrow Choice Ltd.)
PlannerPal is the financial adviser's AI assistant. Our Zoom app allows PlannerPal to access the cloud recordings of all of your Zoom calls so we can transcribe and summarise your client and internal firm meetings, generate simple and more complex documents, and help you keep your CRM up to date.
May include user name, display name, picture, email address, phone number, job information, stated locale, account, user ID, contact lists added by the account or user (which may include contact information a user imports from a third-party app), and other profile information.
May include access to calendar of scheduled Zoom meetings and webinars, and related details about those meetings and webinars.
Preferences and settings, which may include whether a passcode or a waiting room is required, permitted event capacity, screen sharing settings, and other settings and configuration information.
May include name, display name, email address, phone number, user ID, and other profile information.
Content generated in Zoom products, which may include audio, video, messages, transcriptions, feedback, responses to polls and Q&A, and files, and related context , such as invitation details, meeting or chat name, and meeting agenda.
Information people provide when registering for a Zoom meeting, webinar or recording, which may include name and contact information, responses to registration questions, and other registration information.
Information about how people and their devices interact with Zoom products, which may include when participants join/leave, whether participants sent messages and who they message with, performance data, and other usage information and metrics.
Meeting
meeting:read:list_past_participants
Recording
cloud_recording:read:recording, cloud_recording:read:list_recording_files, cloud_recording:read:list_user_recordings
User
user:read:pm_room, user:read:user