Zoom
Chat connectors integration
Yes. Connecting Zoom lets the Obsidian AI chat look up meetings, recordings, and summaries from your Zoom account.
What the Zoom integration does
Connecting Zoom to Obsidian brings meetings into the AI chat. Ask for a recording, pull a summary, or find a call by client name. Each adviser connects their own Zoom account via OAuth.
What advisers can do
-
Read
Let the AI chat look up data through this connector.
-
Actions
Let the AI chat take actions through this connector.
Example prompts
-
“Pull the Zoom summary of my meeting with James Williams yesterday.”
-
“List my Zoom recordings from this week.”
-
“When is my next Zoom meeting with the Smith household?”
How it works
Obsidian connects to your Zoom account via OAuth. Once authorised, Zoom tools appear in the AI chat. Disconnect at any time from Playbook → Apps.
How to connect
- 1
Go to Playbook → Apps in Obsidian.
- 2
Find Zoom and click Connect.
- 3
Authorise access via OAuth — no passwords are stored in Obsidian.
- 4
Zoom tools then appear in the AI chat.
Works with
Availability
This integration is included with Obsidian's AI Practice Management module, so every firm can connect Zoom.
Frequently asked questions
FAQ
Yes. Connecting Zoom lets the Obsidian AI chat use Zoom's tools from your adviser workflow.
You can ask the AI chat for Zoom recordings, meeting summaries, and upcoming calls.
Yes. All integrations are included with Obsidian's AI Practice Management module.
Go to Playbook → Apps in Obsidian and click Connect next to Zoom. You'll be redirected to authorise access via OAuth. No passwords are stored.
Explore more