Meeting Intelligence turns meeting transcripts from your favorite meeting tools into actionable ClientSuccess engagements. It captures key areas like risks, opportunities, pulse recommendations, product feedback and more. The right contacts are then automatically linked to the corresponding customer in ClientSuccess.
Please reach out to your CSM to get enabled!
Initial Availability (Zoom Only): Meeting Intelligence is now available for Zoom users with a Pro or Business account. This is because the feature leverages Cloud Recording, which is not available on Zoom’s Free version. To generate transcripts, your meetings must also be recorded.
Coming Soon: Microsoft Teams and Google Meet integrations will follow shortly after this initial release. We’re also planning to extend support to leading meeting intelligence platforms like Gong, Avoma, and Chorus and many more in the future.
Setup & configuration - Zoom (5m)
Zoom leverages Cloud Recordings to process meeting data and does not require additional ‘bots’ to join meetings. Recording confirmation (via Zoom) acts as consent for usage data beyond the call’s completion.
First, a few Zoom settings must be configured to allow access to the transcript. Log into Zoom in the browser and navigate to Settings → General and make sure the following are checked off in Advanced cloud recording settings:
Authenticate Zoom in the Integration platform (Workato). Log in to ClientSuccess and navigate to Global Settings → Integrations (New) → Zoom → Connections and select
ZOOM | CON | Zoom Connection. Authenticate with your organizations Zoom owner account (or select an existing authenticated one).
Navigate to Zoom → Recipes and select
12 - ZOOM | REC | ENGAGEMENT | ZOOM->CS Transcription Pulland Start the Recipe.
Zoom will begin transcribing any recording that is associated with the owner account. Contact your CSM to further customize which users to apply Meeting Intelligence to
Upon completion, AI generated summaries will be posted as engagements in ClientSuccess under their respective customer record
Meeting Intelligence Engagements in ClientSuccess
Here’s an example of what an engagement will look like.
Contacts and teammates will automatically be added to the engagement
The meeting host will be added as the engagement creator
(Updated 11/4/2025)
You can now view the transcript directly within the engagement (and still optionally download)
Updated UI for sections within the engagement
Automatic task creation in next steps ✨
Tasks will be assigned to you or teammates if they are 1) on the call and 2) found in the ClientSuccess system. These tasks will be linked to CTM.
If there are tasks assigned to users not detected on the call, a 'local' task will be made with the engagement, but not be linked to CTM.