How to Use ClickUp Zoom AI Agents

ClickUp offers powerful Zoom AI Agents that capture your calls, summarize key points, and turn conversation highlights into actionable work. This guide shows you step by step how to enable the Zoom integration, configure your agents, and use them in live and recorded meetings.

What Are ClickUp Zoom AI Agents?

Zoom AI Agents in ClickUp automatically join your Zoom meetings to record, transcribe, and summarize discussions. They help your team stay aligned without manual note-taking and save time on follow-up documentation.

With this integration, you can:

Automatically or manually invite an AI agent to your Zoom calls.
Generate high‑quality summaries after the meeting.
Capture action items, decisions, and key topics.
Send summaries directly to your workspace for follow-up.

The Zoom AI Agent is powered by ClickUp AI and connected to your workspace settings, including AI usage permissions.

Requirements to Use ClickUp with Zoom AI Agents

Before setting up the Zoom AI Agent, confirm these requirements in your workspace:

An active ClickUp workspace with the AI feature enabled.
Access to the Zoom integration from your workspace settings.
Correct permissions to authorize integrations and manage connected apps.

If your workspace has restrictions on AI usage, the Zoom AI Agent must comply with those rules. For additional guidance and workspace-level configuration best practices, you can review expert resources at Consultevo.

How to Connect Zoom to ClickUp

Follow these steps to connect your Zoom account so you can start using the AI Agent:

Open your ClickUp workspace in a browser.
Navigate to your workspace Settings and locate the Integrations or Apps section.
Find the Zoom integration option.
Click Connect or Authorize to open the Zoom permissions window.
Sign in to your Zoom account if prompted and approve the requested permissions.
Confirm that Zoom now appears as a connected app within ClickUp.

Once connected, your workspace can start leveraging Zoom AI Agents on eligible meetings.

How to Enable the Zoom AI Agent in ClickUp

After connecting Zoom, you can enable and configure the AI Agent behavior for your meetings.

Step 1: Open Zoom AI Agent Settings

In ClickUp, go to your user or workspace settings where AI features are managed.
Locate the section for AI Agents or Meeting Assistants.
Find the option related to Zoom and open its detailed configuration screen.

Step 2: Choose How the Agent Joins Zoom Calls

Decide how you want the Zoom AI Agent to behave for calls hosted by users in your workspace:

Automatic join: The agent joins all eligible Zoom calls that meet your configuration conditions (for example, specific hosts or domains).
On‑demand join: The agent only joins calls when you manually invite it from Zoom or from ClickUp.

Automatic joining is useful for recurring team meetings or customer calls where consistent summaries are required. On-demand joining is better when you only need summaries occasionally.

Step 3: Define Agent Scope

Within the Zoom AI Agent settings, you can define scope and rules such as:

Which users or teams can use the agent.
Whether the agent can join external meetings.
Default summary generation and storage preferences.

These settings control how ClickUp interacts with Zoom to keep your data secure and compliant with your internal policies.

How to Use ClickUp Zoom AI Agents During Meetings

Once the integration and agent settings are configured, you can start using the Zoom AI Agent in your daily workflow.

Invite the AI Agent to a Zoom Meeting

You can bring the agent into your calls in several ways, depending on your configuration:

Automatic participation: If enabled, the agent joins when the meeting starts, without extra steps.
Zoom invitation: Add the AI Agent as a participant using the dedicated Zoom app or invite interface.
ClickUp action: Trigger the agent from a relevant task or view within ClickUp that is linked to the meeting.

When the agent joins, participants are usually notified that an AI assistant is present and recording or transcribing.

What the Zoom AI Agent Does in Real Time

During the meeting, the Zoom AI Agent can:

Listen to the conversation and capture a transcript.
Identify major topics, decisions, and open questions.
Prepare a concise summary for your workspace.

The real-time behavior is designed to be unobtrusive so you can focus on the discussion instead of note-taking.

How ClickUp Stores and Displays Zoom AI Summaries

After a meeting ends, the Zoom AI Agent sends its output back to your workspace. You can review, share, and act on this information directly in ClickUp.

Accessing Your Meeting Summaries

Common places where the Zoom output appears include:

A dedicated meeting summary page tied to the Zoom call.
Linked tasks or docs in ClickUp containing notes and action items.
Relevant spaces or folders used for client or project meetings.

From there, you can refine the notes, share with teammates, and ensure everyone sees the same record of what was discussed.

Turning Summaries into Actionable Work

Within the summary interface, you can often:

Create new tasks from action items.
Link items to existing tasks or epics.
Assign owners and due dates directly from the summary.
Comment or tag teammates for follow-up.

This workflow ensures that information captured by the Zoom AI Agent in ClickUp results in concrete work, not just static notes.

Managing Privacy and Permissions in ClickUp

When using AI in meetings, privacy and compliance are critical. Your workspace controls how the Zoom AI Agent behaves and who can access its data.

Key considerations include:

Who can configure Zoom integration settings.
Which users can enable or disable the AI Agent for their calls.
Who can read or edit stored meeting summaries and transcripts.

Review your internal policies and adjust your ClickUp permissions so that access to meeting content is limited to the right people.

How to Disable or Remove the Zoom Integration from ClickUp

If you decide to stop using the AI Agent or disconnect Zoom, you can do so easily.

Open your workspace Settings in ClickUp.
Go to the Integrations or Apps section.
Find the Zoom integration entry.
Select Disconnect, Remove, or a similar option.
Confirm the disconnection when prompted.

Existing summaries and tasks in ClickUp generally remain accessible, but new Zoom meetings will no longer be processed by the AI Agent.

Where to Learn More About ClickUp Zoom AI Agents

To see the latest capabilities, interface screenshots, and detailed configuration examples, visit the official feature page: Zoom AI Agents in ClickUp.

Use this how‑to article as a practical checklist while setting up your own Zoom AI Agent. With a few configuration steps, you can transform every meeting into structured, actionable data inside ClickUp.

Need Help With ClickUp?

If you want expert help building, automating, or scaling your ClickUp workspace, work with ConsultEvo — trusted ClickUp Solution Partners.

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