What you need
- A MyTeam365 account on a plan that includes custom connectors (the Creator plan includes two; Luminary includes unlimited). Start a free trial.
- A Zoom account. Summaries need Zoom AI Companion meeting summaries turned on; transcripts need cloud recording with audio transcription turned on. Teammates can only read what Zoom has already produced for your meetings.
Adding the app
- Sign in at app.myteam365.ai.
- Open Settings, then Integrations.
- In the Custom Connectors (MCP) section, find the Zoom card and click Connect Zoom.
- A Zoom sign-in window opens. Sign in with your Zoom account, review the permissions, and click Allow. You can leave "shared access permissions" unchecked; MyTeam365 only needs your own meetings.
- The window closes and MyTeam365 shows Zoom connected. Your Zoom connection now appears in the Custom Connectors list.
If the window closes without connecting, or you see an error, see Troubleshooting below.
Using the app
Open any meeting room in MyTeam365 and ask a teammate in plain words. The teammate picks the right Zoom tool for you.
Find a meeting
"Find my Zoom call with the Henderson team from last Tuesday." The teammate searches your meetings by date, topic or attendee.
Get a summary, decisions and action items
"What did we decide on that call, and what are my action items?" The teammate reads Zoom's AI summary of the whole meeting plus your meeting notes.
Ask about something specific that was said
"What did Robert say about the budget?" The teammate searches the full transcript, however long the meeting ran, and quotes the matching passages with speaker names.
List your recordings
"Show me my Zoom recordings from this month." The teammate lists your cloud recordings.
Save a meeting to your library
"Save this meeting to my library." The teammate stores that one meeting's summary, notes and transcript as a single source in your private MyTeam365 library, so you can come back to it later. Nothing is saved unless you ask, and you can delete a saved meeting at any time from your Sources list.
Turn Zoom off in one meeting room
In a meeting room, open the + menu in the message box, then Connectors, and switch Zoom off. Teammates in that room will not use Zoom until you switch it back on.
Removing the app
You can remove MyTeam365 in either place. Both stop all access.
From MyTeam365
- Open Settings, then Integrations, and find your Zoom connection under Custom Connectors (MCP).
- Click Disconnect and confirm. MyTeam365 deletes your Zoom access tokens and teammates can no longer reach Zoom.
- Optional: click Remove to delete the connection entry entirely, including its tool settings.
From Zoom
- Sign in to the Zoom App Marketplace.
- Click Manage, then Added Apps.
- Find MyTeam365.ai and click Remove.
When you remove the app from Zoom, Zoom notifies MyTeam365. We verify that the notice came from Zoom, delete your stored Zoom tokens, and mark your connection disconnected.
What happens to your data
- Zoom tokens: deleted when you disconnect in MyTeam365 or remove the app in Zoom.
- Meetings you chose to save to your library: stay in your library until you delete them. Delete them from your Sources list, or ask us to delete them at privacy@myteam365.ai.
- Teammate replies in your meeting rooms: stay in your private conversation history until you delete the meeting or your account.
- Troubleshooting logs: a short, truncated preview of each Zoom tool result is kept in an internal log for troubleshooting, under the retention described in our Privacy Policy.
- MyTeam365 never sells Zoom data and never shares it with other users.
To delete your whole MyTeam365 account and everything in it, email privacy@myteam365.ai.
Troubleshooting
The Connect Zoom button is greyed out
Your plan's custom-connector slots are all in use. Disconnect another custom connector, or move to Luminary for unlimited connectors.
The Zoom window closed but Zoom didn't connect
Allow pop-ups for app.myteam365.ai and click Connect Zoom again. If you clicked Deny on Zoom's screen, try again and click Allow.
A teammate says a meeting has no summary or transcript
Zoom only creates summaries when AI Companion meeting summaries are on, and transcripts when cloud recording with audio transcription is on. Check those settings in your Zoom web portal. Meetings recorded only to your computer (local recording) can't be read.
A teammate says Zoom needs to be reconnected
Your Zoom sign-in expired or was removed. Go to Settings, then Integrations, and click Reconnect on your Zoom connection.
Still stuck?
Visit our Support page or email support@myteam365.ai.