Background
Filenote.ai automatically generates file notes based on meetings financial advisors have with clients.
To enable this, you will need to setup a Zoom App with a secure “Server-to-Server” access. More details about this type of access can be found in the following link: Zoom Documentation
| ⚠ Before you start Ensure you have admin access to your organisation’s Zoom account. You will not be able to create a Server-to-Server OAuth app without it. |
Set Up
| Step | What you’ll do |
| Step 1 | Sign in to the Zoom App Marketplace |
| Step 2 | Click ‘Developer’ |
| Step 3 | Click “Develop” and then “Build App” |
| Step 4 | Select ‘Server to Server OAuth App’ |
| Step 5 | Name your app and create it |
| Step 6 | Copy your Account ID, Client ID and Client Secret |
| Step 7 | Populate the developer information |
| Step 8 | Press continue |
| Step 9 | Open “Scopes” and click “Add Scopes” |
| Step 10 | Add the three required scopes |
| Step 11 | Continue and activate your app |
| Step 12 | Complete Setup in Filenote AI |
Step 1 — Sign in to the Zoom App Marketplace
Visit the Zoom App Marketplace and sign in to your account. Ensure you have admin access to your organisation’s Zoom.
Step 2 — Click ‘Developer’
Click 'Developer' on the bottom right of the screen
Step 3 — Build your app
Click “Develop” and then “Build App”
| ✓ Good to Know Note, by default, Apps created are private to your organisation and are not published to the marketplace. |
Step 4 — Choose the app type
Click ‘Server to Server O Auth App’ and select ’Create’
Step 5 — Name your app
Provide a name for the app, e.g. Filenote.ai and then click 'Create'
Step 6 — Copy your app credentials
The first page will have Account ID, Client ID and Client Secret for the app. Please copy and paste all 3 values and add them to Platform, under Getting Started tab, under Zoom setup.
| ⚠ Don’t forget All three values are required. Keep this page open until you have added them to Filenote AI. |
Note: DO NOT select 'Complete Setup' until you finalise the setup in Zoom |
Step 7 — Populate the developer information
Populate the developer information as per screenshot:
Step 8 — Press continue
Press continue:
Step 9 — Open Scopes
Click on “Scopes” on the left hand side and then “Add Scopes”:
Step 10 — Add the required scopes
On the pop up, separately:
- Search for “View a past meeting”, Select both of the “View a past meeting’s participants” & “View a past meeting” as per the screenshot:
- Search for “cloud recording”, select “Lists all cloud recordings for a user” as per the screenshot:
- Search for “View users”, go to ‘Users’ tab and select “View users” as per the screenshot:
| ⚠ Don’t forget Once completed, double check you have provisioned all the required scoped. Your scope should look identical to the below: |
Step 11 — Activate your app
Click “Continue” and “Activate your app” at the next screen:
| ★ App Activated! You Zoom account is now connected to Filenote AI . All meetings 'recorded to the cloud' will automatically sync and process. You output will appear in the Tasks tab in the Filenote AI platform for you to review and finalise. |
Step 12 — Complete Setup in Filenote AI
Press "Complete Setup" in Filenote AI Platform to finalise your setup
| Need help? If you run into any issues or have questions, our support team is here to help. Email Support → |
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