Connecting Zoom with SitRep

Before you start

You'll need:

• A Zoom account (free or paid).
• A SitRep account — sign up at app.joinsitrep.com.

1. How to connect Zoom

1. Sign in to SitRep at app.joinsitrep.com.
2. Open Integrations from the left sidebar (app.joinsitrep.com/dashboard/integrations).
3. Find the Zoom card under Available and click Connect Zoom.
4. A Zoom window opens. Sign in if prompted and review the permissions SitRep is requesting:
   • View your user information (user:read:user)
   • View your upcoming meetings (meeting:read:list_upcoming_meetings)
5. Click Allow. Zoom sends you back to SitRep and the Zoom card now shows Connected with your Zoom email.

Within ~5 minutes, your upcoming Zoom meetings appear on the Meetings page.

What those Zoom permissions are used for

• user:read:user — read once on connect to identify which Zoom account is connected (account ID, user ID, email).
• meeting:read:list_upcoming_meetings — read your upcoming meeting list (topic, start time, duration, join URL) so SitRep can show them in-app and you can pick which ones the notetaker bot should join.

SitRep does not create, modify, delete, or join Zoom meetings via the Zoom API. The notetaker bot joins a meeting by using its public join URL, like any other guest.

2. How to use

1. Open Meetings (app.joinsitrep.com/dashboard/meetings).
2. Switch to the Zoom view (or Calendar view if you also have Google Calendar connected).
3. On each upcoming meeting, toggle Add bot to this meeting.
4. About a minute before the meeting starts, the SitRep notetaker bot joins with a SitRep Notetaker name. Attendees can see and remove the bot at any time.
5. After the meeting, the transcript is summarized into:
   • A short summary
   • Action items / tasks

   You'll find both on the meeting's detail page in SitRep.

6. From there you can post the summary and tasks to Slack, Notion, Linear, or Google Docs with one click — only the destinations you choose to connect, and only when you press the button.

You can also paste a one-off Zoom meeting link from the SitRep dashboard ("Capture a meeting") to record a single meeting without toggling the calendar.

3. How to disconnect

You can disconnect at any time, from either side.

From inside SitRep

1. Go to Integrations.
2. On the Zoom card click Disconnect.
3. SitRep deletes your stored Zoom tokens and any cached upcoming-meeting metadata for your workspace. The disconnect call also best-effort revokes the OAuth grant against Zoom.

From inside Zoom

1. Go to the Zoom App Marketplace: marketplace.zoom.us.
2. Click Manage → Added Apps.
3. Find SitRep and click Remove.
4. Zoom revokes the OAuth grant. The next time SitRep tries to refresh, it detects the revocation and removes the connection from its side too.

After disconnect, no further Zoom data is pulled by SitRep.

Data we store, and how

When Zoom is connected, SitRep stores:

• Your Zoom account ID, user ID, and email (from /users/me).
• A list of your upcoming meeting metadata: topic, start time, duration, join URL, host email.
• Your Zoom OAuth access and refresh tokens.

Where it lives:

• Database: managed PostgreSQL on Supabase. Encrypted at rest. Row-Level Security plus per-organization scoping isolates your data.
• Tokens: encrypted and never sent to the browser or to any output destination (Slack/Notion/Linear/Google Docs).
• Transcripts: captured by our notetaker provider (Recall.ai) and used only to generate the summary and tasks. Not shared with third parties.

Data in transit is HTTPS (TLS 1.2 or higher) end to end.

If you want your data removed, disconnect (see above) and contact support; we will delete the associated rows on request.