Zoom

Set up Notes Agent for Zoom by connecting your account and inviting the bot to your meetings. After connected, Notes Agent joins your Zoom meetings automatically, records them, and delivers the notes to your webhook.

Prerequisites

Before you begin, make sure that you have the following:

• A Zoom account.
• A Google or Outlook account whose calendar contains your Zoom meetings.
• A FastPix account.
• A webhook endpoint URL. To create one, see Set up webhooks.
• An access token and secret key from the FastPix dashboard. See Activate your account to generate them.

Set up Notes Agent

Before you can use Notes Agent, you need to authorize it in the FastPix dashboard. Complete the following three steps in order.

One-time setup with FastPix

Do this once. After it’s done, you won’t need to repeat it, even if you connect more accounts later.

1. Configure your credentials - go to AI Agents → Notes Agent. On the welcome page, click Configure credentials and enter your access token and secret key. You only do this once per workspace.

   NOTE: Keep this token active, revoking it will interrupt uploads.

2. Connect a calendar - once your credentials are configured, the Connect a calendar step unlocks. Click Google calendar or Outlook calendar, choose the account whose calendar contains your Zoom meetings, and complete OAuth authorization. Notes Agent reads that calendar to detect Zoom meetings and join them automatically.

   After authorization completes, the page loads to show your meetings data.

   NOTE: The Zoom join link must be present on the calendar event. If a meeting is created in the Zoom client and never added to your connected calendar, Notes Agent cannot detect it.

3. Set up your webhook - go to Webhooks, click Generate new webhook, enter your URL, and make sure the toggle is enabled. To learn how to set up your endpoint and confirm that webhook events are genuinely from FastPix, see Set up webhooks.

   NOTE: Without a webhook URL, you won’t receive the notes payload after meetings. For details about what the payload contains, see Webhook payload.

Add accounts

Each account you connect is authorized to use Notes Agent. Notes Agent will auto-join meetings from every connected account. You can pause any account at any time.

1. Open the Connect calendars dialog - on the Notes Agent page, click Connect accounts in the top right.

2. Add an account - in the Connect calendars dialog, click + Add next to Connect a Google account or Connect a Microsoft account, then complete OAuth authorization. This grants read-only access to your calendar events, which Notes Agent uses to detect and auto-join your Zoom meetings. The account appears under Connected accounts once authorized. Repeat this for each additional account you want to connect.

3. Manage connected accounts - under Connected accounts, each account has a toggle. Use it to pause recording for an account without disconnecting it. When an account is paused, Notes Agent will not auto-join meetings from that account.

An account can be connected to only one workspace at a time. If you try to connect an account that’s already connected to another workspace, a pop-up asks whether you want to switch the account to your current workspace. If you confirm, the account moves to your current workspace and is removed from the previous one.

If the account belongs to a business domain - that is, a domain that isn’t a generic provider such as gmail.com or outlook.com, only one account from that domain needs to connect. After any individual on the domain connects their account, every address on that domain is authorized to use Notes Agent. For example, after one @fastpix.com user connects, anyone who creates a Zoom meeting and invites Notes Agent will have the bot join, as long as their address ends in @fastpix.com.

Setup for every meeting

Do this for each meeting you want Notes Agent to join and record.

1. Invite Notes Agent - add Notes Agent to your meeting invitation as a participant. The address depends on the account you connected:

   • Google - notes@fastpix.ai

   • Outlook - notes@fastpix.co

   NOTE: Use the address that matches the connected account for that meeting. Inviting the wrong address means Notes Agent will not join.

2. Run your meeting as normal - Notes Agent joins the Zoom meeting within two minutes of the scheduled start time. It appears as FastPix Notestaker in the participants list and records in the background. No action required from participants.

3. Receive your notes - after all participants leave, the bot waits three minutes before leaving and processing the recording. The events are delivered to your webhook URL, and the AI-generated advanced summaries and speaker-attributed transcripts are available in the FastPix dashboard under AI Agents → Notes Agent → Click on any meeting

NOTE:

• The three-minute wait is a grace period, if any participant rejoins before it ends, the bot continues to stay in the meeting until everyone leaves again.
• If no participants join the meeting, Notes Agent waits 15 minutes and then leaves the call.