If you use Zoom Phone (VOIP) as your phone system, you can now get all the benefits of AI Notetaker with Zoom Phone Calls.

Benefits include:

• Automatic Summaries of the Call
• Extracting Tasks/Action Items from the Call
• Recommending Workflows to be Triggered from the Call
• One click push into your CRM or System of Record

Read More about the Benefits of AI Notetaker here.

To connect your Zoom Phone Account go to your Profile > Connected Services > and click on Zoom Phone, and connect your Zoom Phone Account.

Next, in order for GReminders to get the recording, you need to enable Recordings on Zoom Phone. You can record calls adhoc or have them automatically recorded.

Please view this Zoom Call Recording Settings Article

If you want to auto record all calls or allow adhob call recording you can do this via the Admin Console for ALL Users under Admin > Account Settings > Zoom Phone Tab.

Then simply take inbound or outbound calls. GReminders will get notified of a completed call recording and GReminders’ Notetaker will do the rest.

Your Notetaker recording and summary will look something like this:

Thats It.

Any Questions? Email to [email protected]