Weflow Notetaker

Weflow Notetaker

Weflow

How it works: Weflow Notetaker
How it works: Weflow Notetaker
How it works: Weflow Notetaker
How it works: Weflow Notetaker
How it works: Weflow Notetaker
How it works: Weflow Notetaker
How it works: Weflow Notetaker
How it works: Weflow Notetaker
Categories:
CRM
+1
Overview

Transform your Salesforce workflow with an intelligent recording agent that seamlessly bridges your Zoom meetings and Salesforce records. This powerful integration automates your meeting documentation process from start to finish.


Key Features:

  • Automated Meeting Capture: Deploy a dedicated recording agent that joins your Zoom meetings automatically, capturing every important detail without manual intervention
  • Smart Transcription: Convert conversations into searchable, accurate transcripts that make follow-ups and reference checks effortless
  • AI-Powered Meeting Summaries: Get concise, actionable summaries of your meetings, highlighting key discussion points, decisions, and next steps


Intelligent Salesforce Integration:

  • Automatic activity logging to relevant Salesforce records.
  • Weflow's logging algorithm ensures that critical information is linked to the correct opportunities, accounts, leads, and contacts.
  • Meeting recordings, transcripts, and summaries are accessible within your Salesforce environment.
  • You own the data.



Zero-Touch Documentation: Eliminate manual data entry and record-keeping - let the recording agent handle the administrative work while you focus on meaningful conversations

Time-Saving Automation: Reduce post-meeting tasks and ensure consistent, accurate record-keeping across your organization


Perfect for sales teams, customer success managers, and anyone looking to streamline their meeting documentation while maintaining a robust Salesforce system of record. Experience the power of automated meeting intelligence that works seamlessly with your existing workflow.

Developer Resources
Privacy & Compliance
Requirements
User role
Account admins or Users with required privileges
Zoom account eligibility
Login to check
Permissions - App can view information
Associated with your account and others you're allowed to access

May include administrator name, account email address, billing information, and account plan information.

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.

Information about participants’ computers, phones, and other devices, which may include information about speakers, microphone, and camera, OS version, hard disk ID, PC name, MAC address, IP address (and general location at the country level derived from it), and other device 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.

Associated with your account, others you're allowed to access, and others included in that information.

Information that is necessary for the app to function properly, which may include your Zoom user ID, session IDs, meeting role, and other basic identifiers and information about your meeting, webinar, or chat.

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.

Permissions - App can manage information
Associated with your account and others you're allowed to access

Manage cameras and microphones on the device(s) where you use this app, including switching between available cameras and microphones (e.g. laptop, webcam) and turning them on/off.

Manage your account, which may include creating sub-accounts or changing account plan options.

Manage account profile and contact information, which may include adding or removing users, or updating a user's role, group, name, display name, picture, email address, phone number, job information, location, and other profile information if authorized by a user with appropriate permissions.

Manage preferences and settings on the account or profile using the app, which may include updating meeting and webinar configuration preferences, email notification preferences, and configuring Zoom Phone, Zoom Room, and telephony devices.

Associated with your account, others you're allowed to access, and others included in that information.

Manage content and information generated in the context of Zoom experiences, which may include audio, video, messages, meeting or chat name, agenda, transcriptions, and responses to polls and Q&A.

Manage participants, which may include assigning participants to specific breakout rooms and specifying an interpreter for the session.

Manage registration information, which may include scheduling Zoom experiences or adding or deleting registrants.

This app can access the following information anytime including outside of a Zoom experience and when the app is not actively in use.
Scopes

User

user:read:zak:admin

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