> ## Documentation Index
> Fetch the complete documentation index at: https://docs.mavioapp.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Set Up Zoom Integration

> Connect Mavio to Zoom for automatic recording, transcription, and AI summaries of every Zoom call.

This guide covers everything you need to connect Mavio to Zoom, configure automatic recording, and verify the integration is working correctly.

## Prerequisites

* A Mavio account on the **Pro** or **Team** plan (the free plan supports manual recording only)
* A Zoom account (free or paid)
* Google Calendar connected to Mavio (recommended for auto-join)

## Connect Zoom to Mavio

<Steps>
  <Step title="Open integration settings">
    In the Mavio dashboard, go to **Settings > Integrations** and find the **Zoom** card. Click **Connect**.
  </Step>

  <Step title="Authorize with Zoom">
    You will be redirected to Zoom's OAuth page. Sign in with your Zoom credentials and click **Allow** to grant Mavio the following permissions:

    * **Read meeting schedule** -- so Mavio knows when to join
    * **Read user profile** -- for matching participants to speaker labels

    <Note>Mavio does not request permissions to start, end, or manage your meetings. The bot joins as a read-only guest participant.</Note>
  </Step>

  <Step title="Choose your recording mode">
    After authorization, you are returned to Mavio where you configure how recordings are triggered:

    * **Auto-record all meetings** -- the bot joins every Zoom meeting on your calendar
    * **Auto-record with filters** -- record only meetings matching your rules (e.g., external attendees, minimum 2 participants, specific calendar labels)
    * **Manual only** -- you trigger the bot per meeting from the dashboard

    <Tip>Start with "Auto-record with filters" if you want control without forgetting to record important calls.</Tip>
  </Step>

  <Step title="Customize the bot name">
    By default, the bot appears as **Mavio Notetaker** in the Zoom participant list. You can rename it under **Settings > Recording > Bot display name** to something like "Meeting Notes" or your company's name.
  </Step>

  <Step title="Test the integration">
    Schedule a quick Zoom meeting (even with just yourself) and wait for the bot to join. Verify:

    * The bot appears in the participant list within 30 seconds
    * A recording indicator appears in your Mavio dashboard
    * After ending the meeting, a transcript and summary are generated
  </Step>
</Steps>

## Handling waiting rooms

If your Zoom meeting has a waiting room enabled, the host must admit the Mavio bot manually. The bot waits up to five minutes before leaving. To avoid this friction:

* Add Mavio to your Zoom **auto-admit** list under Zoom Settings > Security
* Or disable the waiting room for internal meetings

## Organization-level approval

Some Zoom organizations require admin approval for third-party apps. If you see an authorization error during setup, ask your IT administrator to:

1. Go to the [Zoom Marketplace](https://marketplace.zoom.us)
2. Search for **Mavio**
3. Click **Pre-approve** to allow team members to connect

## Troubleshooting

<Warning>
  If the bot fails to join, check **Settings > Integrations > Zoom** for an error status. The most common issues are expired OAuth tokens (reconnect Zoom) and organization-level app restrictions.
</Warning>

<CardGroup cols={2}>
  <Card title="Bot not joining?" icon="circle-question" href="/documentation/troubleshooting/bot-not-joining">
    Step-by-step troubleshooting for bot connection issues.
  </Card>

  <Card title="Audio quality issues?" icon="waveform" href="/documentation/troubleshooting/audio-issues">
    Tips for improving transcription accuracy on Zoom calls.
  </Card>
</CardGroup>