Overview
Lindy joins your Zoom meetings, records them, and delivers a summary with decisions and action items afterwards. With the Zoom integration, Lindy can:- Join your Zoom meetings automatically based on your connected calendar
- Record and transcribe the full conversation
- Deliver summaries with key decisions, action items, and highlights
- Send follow-up emails to attendees with a summary and next steps
Prerequisites
You’ll need:- A Lindy account (free or paid plan)
- A connected calendar (Google Calendar or Microsoft Outlook) in Lindy
- Zoom meetings with a join link on your calendar events
Adding the Zoom Integration
Sign in to Lindy
Go to chat.lindy.ai and sign in to your Lindy account. If you don’t have one yet, create a free account.
Connect your calendar
In your Lindy settings, connect your Google Calendar or Microsoft Outlook calendar. Lindy uses your calendar to detect upcoming Zoom meetings.
Choose which meetings to record
Select your recording scope:
- All meetings: Lindy joins every meeting on your calendar
- External only: record client and prospect calls, skip internal syncs
- Specific meetings: choose exactly which meetings Lindy should join
How Lindy Works with Zoom
Here’s what happens for each meeting:- Before the meeting: Lindy detects the Zoom link on your calendar event and prepares to join.
- During the meeting: Lindy joins the call as Lindy Meeting Notetaker, a visible participant. It records and transcribes the conversation as it happens.
- After the meeting: Lindy generates a structured summary and sends it to your inbox with a link to the full recording and transcript.
Lindy joins as a visible participant named “Lindy Meeting Notetaker” so everyone on the call knows it’s being recorded.
Meeting Summaries
Each summary includes:- High-level summary: the top bullet points covering key outcomes
- Detailed notes: in-depth coverage of the full discussion
- Action items: who needs to do what, with clear ownership
- Full transcript: searchable, timestamped transcript of the entire meeting
- Recording link: direct link to replay the meeting
Searching Past Meetings
All meetings are saved to your Lindy dashboard. You can:- Search across all meetings by keyword, person, or topic
- Ask Lindy about any past meeting in plain language (e.g., “What did we decide in last week’s Zoom with Sarah?”)
- Access full transcripts and recordings at any time
Follow-Up Emails
Lindy can send follow-up emails after each meeting with a summary and action items. You choose who gets them:- All participants: everyone on the invite
- Internal only: just your team
- Specific people: customize per your preferences
What Data Lindy Accesses
Lindy’s meeting bot joins as a participant and accesses only what is available during the call:| Data | How it’s used |
|---|---|
| Meeting audio | Transcription and summary generation |
| Participant names | Displayed in summaries and used for follow-ups |
| Meeting metadata | Title, time, and duration (from your calendar event) |
- Your Zoom account, settings, or billing information
- Zoom chat messages
- Meetings you have not opted in to record
- Screen shares or shared files
- Any Zoom data outside of the meetings Lindy joins
Removing the Integration
You can stop Lindy from joining your Zoom meetings at any time:- Turn off meeting recording: Go to your settings at chat.lindy.ai, find Meeting recording, and toggle it off. Lindy stops joining new meetings immediately.
- Tell Lindy to stop: You can also just tell Lindy to stop joining specific meetings or all meetings.
What happens to your data
- Existing recordings, transcripts, and summaries stay in your Lindy dashboard
- You can delete individual meetings or your entire history from the dashboard at any time
- Once recording is off, Lindy stops collecting any new data from your Zoom meetings
Troubleshooting
Lindy didn't join my Zoom meeting
Lindy didn't join my Zoom meeting
- Confirm your calendar is connected in Lindy settings
- Check that meeting recording is toggled on
- Verify the calendar event contains a valid Zoom meeting link (e.g.,
https://zoom.us/j/...) - If using Specific meetings mode, confirm you selected this meeting for recording
- Make sure the meeting wasn’t cancelled or rescheduled after Lindy checked your calendar
I don't see a summary after the meeting
I don't see a summary after the meeting
- Summaries are typically delivered within a few minutes after the meeting ends
- Check your email inbox, including spam and promotions folders
- For longer meetings (90+ minutes), processing may take slightly longer
- Verify that Lindy successfully joined the meeting (check your Lindy dashboard)
Participants see 'Lindy Meeting Notetaker' joining
Participants see 'Lindy Meeting Notetaker' joining
That’s by design. Lindy shows up as a named participant so everyone on the call knows it’s being recorded.
Recording quality issues
Recording quality issues
- Lindy records audio from the Zoom call directly, so audio quality depends on participants’ connections
- If transcription seems inaccurate, check that participants have clear audio and minimal background noise
- Summaries are generated from the transcript, so clearer audio produces better results
FAQ
Do I need a paid Zoom plan?
Do I need a paid Zoom plan?
No. Lindy works with any Zoom plan, including the free tier. As long as your calendar event has a valid Zoom meeting link, Lindy can join.
Can I record only specific meetings?
Can I record only specific meetings?
Yes. In your Lindy settings, choose Specific meetings under the recording scope to select exactly which meetings Lindy should join.
Is the recording visible to other participants?
Is the recording visible to other participants?
Yes. Lindy joins as a participant named “Lindy Meeting Notetaker” so all attendees are aware the meeting is being recorded.
How long are recordings stored?
How long are recordings stored?
Recordings and transcripts are stored in your Lindy dashboard for as long as your account is active. You can delete individual meetings at any time.
Does Lindy work with Google Meet too?
Does Lindy work with Google Meet too?
Yes. Lindy supports both Zoom and Google Meet. The same meeting recording settings apply to both platforms.
Can I customize what the summary includes?
Can I customize what the summary includes?
Yes. Go to your Lindy settings and edit the Summarization Instructions to adjust the format, tone, and level of detail.
Support
If you need help with the Zoom integration:- Chat with Lindy: Ask Lindy directly at chat.lindy.ai
- Email: support@lindy.ai
- Security: See Lindy’s security and privacy policies