Source: https://joinfinn.com/integrations/zoom-workplace

# Zoom Workplace

## Zoom Workplace + Finn.

Zoom Workplace integration with Finn. Zoom Workplace combines meetings, team chat, and other tools for employee collaboration.

Business function: Communication and collaboration.

## What you can do with Zoom Workplace.

Zoom Workplace combines meetings, team chat, and other tools for employee collaboration.

### Run a customer meeting through the next sales step

Finn handles the Zoom meeting coordination and turns its recorded outcomes into customer follow-through and an updated opportunity.

**Typically handled by:** Sales meeting coordinator

**Starts when:** A buyer agrees to a demonstration or scoping conversation.

#### What Finn handles

1. Read the buyer's requirements from the connected CRM, agree availability through connected email and calendar, and create the Zoom meeting with the correct host and joining details.
2. After the meeting, read the available transcript or confirmed notes, identify the buyer's requirements and accepted commitments, and clarify ambiguous conclusions with the account owner.
3. Send the accepted recap through connected email, update the CRM opportunity, and create the agreed follow-up tasks or next meeting.

**The result:** The buyer receives the next step and the sales record contains the meeting outcome, commitments, and assigned work.

### Complete interview logistics and feedback collection

Finn coordinates Zoom interview sessions and the candidate communication around them while recruiters and hiring managers retain evaluation decisions.

**Typically handled by:** Recruiting coordinator

**Starts when:** A candidate advances to an interview stage in the connected recruiting system.

#### What Finn handles

1. Read the role's interview plan and candidate availability, arrange the panel through the connected calendar, and create the required Zoom sessions with the right hosts.
2. Send the candidate joining instructions and interviewers their preparation materials through connected email, then handle any schedule changes across the meeting and calendar records.
3. Collect submitted interview feedback in the connected recruiting system, follow up with missing panelists, and notify the recruiter when the interview packet is complete.

**The result:** The candidate's interviews are coordinated and the recruiter receives a complete feedback packet in the recruiting system.

### Take a training session from invitations to follow-up

Finn manages the practical work around Zoom training, including materials, attendance reconciliation, unanswered questions, and the next learning step.

**Typically handled by:** Learning program coordinator

**Starts when:** A training owner accepts a session and its intended audience.

#### What Finn handles

1. Create the Zoom session, send invitations through the connected calendar and email tools, and deliver the course materials from the connected learning workspace.
2. After the session, read available meeting reports and permitted questions or transcripts, reconcile attendance with the learning roster, and collect unresolved course questions.
3. Record attendance in the connected learning system, send the appropriate resources or rebooking options, and assign unanswered questions to the training owner.

**The result:** The session has a completed attendance record and delivered follow-up, with missed sessions and open questions accounted for.

### Turn a recorded workshop into working project records

Finn carries the decisions from a Zoom workshop into documents and tasks, so the team finishes with more than a recording link.

**Typically handled by:** Workshop operations coordinator

**Starts when:** A workshop ends with an accessible recording transcript or confirmed notes.

#### What Finn handles

1. Read the workshop's brief and transcript, separate confirmed decisions from brainstorming, and identify the deliverables, owners, and deadlines the group actually accepted.
2. Create the workshop record in the connected document tool, link the permitted recording, and create accepted tasks in the connected project system.
3. Send participants the recap through Zoom Team Chat or connected email, arrange agreed follow-up meetings, and record the resulting task and calendar links.

**The result:** The workshop produces a delivered decision record, assigned tasks, and scheduled follow-through tied to the source discussion.

### Resolve an employee request in Zoom Team Chat

Finn handles a routine employee service conversation through the actual service action and a closed request record.

**Typically handled by:** Internal service coordinator

**Starts when:** An employee asks for help in the connected Zoom Team Chat conversation.

#### What Finn handles

1. Read the request and relevant company instructions from connected knowledge, ask for missing details in chat, and open the request in the connected service system.
2. Obtain the required service-owner decision, then complete the permitted booking, account, or fulfillment action through the connected tool that owns that work.
3. Confirm the resulting state, send the employee the completion details in Team Chat, and close the service record with the action result and conversation context.

**The result:** The employee receives the completed service and the service desk retains a clear resolution record.

### Keep a distributed project team aligned between calls

Finn turns Zoom Team Chat updates and project meetings into a current project record and completed coordination work.

**Typically handled by:** Remote project coordinator

**Starts when:** The project reaches its regular progress checkpoint.

#### What Finn handles

1. Collect owner updates in the designated Team Chat conversation, compare them with the connected project system, and identify missing facts or unresolved dependencies.
2. Update the project report in the connected document tool, create accepted coordination tasks, and arrange the focused Zoom meetings needed to settle outstanding decisions.
3. Post the final update with source links, record the meeting outcomes in the project system, and notify owners of their changed commitments.

**The result:** The distributed team receives an accurate project update and concrete coordination results between meetings.

### Deliver the right customer training recording

Finn handles a request for a past Zoom session by locating the correct material, respecting its audience, and completing the customer's follow-up.

**Typically handled by:** Customer education coordinator

**Starts when:** A customer requests a recording or answers from a previous training session.

#### What Finn handles

1. Match the customer and session using the connected CRM and Zoom meeting records, then locate the accessible recording, transcript, and related course materials.
2. Check the recording owner's sharing instructions, assemble the relevant resources and source-backed answers, and collect any decision needed before customer disclosure.
3. Deliver the accepted recording access and materials through connected email or the customer portal, and record the response and remaining questions in the connected CRM.

**The result:** The customer receives the correct training resources and answers, with delivery recorded against the account.

## Connection setup

Contact Finn to discuss the records your workflow needs and the actions you want it to perform.

Your team chooses what Finn can access, what agents can change, and when a person must approve the work. The connection needs the appropriate account access and permissions from Zoom Workplace.

[Visit Zoom Workplace](https://www.zoom.com/en/products/collaboration-tools/)

## Explore Finn

- [Agents](https://joinfinn.com/agents): Help customers. Work with your team. Finish the job.
- [Systems](https://joinfinn.com/systems): Business apps for the work behind the conversation.
- [AI Gateway](https://joinfinn.com/ai-gateway): Control connected AI apps, models, access, and spending.

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