Make Your Zoom Meetings 10X More Effective

EST. TIME: 25 minutes
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Apps Used:

  • Searchie
  • Zoom
  • Zapier
  • Slack

The Goal

Easily organize, transcribe, share, and search your Zoom recordings so your team can focus on what matters.

The Benefits

One of the biggest challenges that Zoom users face is what happens after the meeting. Your team gathers for a meeting, you push record, an hour passes and the meeting is over.. but..

  • Where did that recording go?
  • How do I share the recording with the team?
  • Is there a way to find key points discussed in the meeting?
  • Who is going to summarize this?

It can be a bit of a headache! Especially now with rise of remote working, the amount of Zoom recordings happening everyday can be overwhelming for you and your team.

Fortunately, as a Zoom-approved app, Searchie can easily integrate with your existing Zoom webinars and meetings in just a couple of clicks.

Once you connect your Zoom account to Searchie, users can go through and search for keywords or phrases from any previous meetings or webinars. If someone misses a meeting or needs to look back on a call, Searchie does the heavy lifting and makes navigating your recordings a breeze.

The best part is that this whole process can be automated so no more worrying about manually summarizing, uploading, or transcribing your Zoom recording again. Free up your time and your teams time with our Zoom approved integration.

In this playbook, you will learn how to better organize, share, and search your Zoom recordings so your team can focus on what matters.

Step 1: Connect your Zoom

To get started, you will need to connect your Zoom account to Searchie. You can read through our detailed step-by-step guide that explains the steps required here.

Once your Zoom account is connected, a folder for your recordings will be created. Searchie will then transcribe your Zoom recordings (word for word) automatically, even providing a summary of each recording.

Missed the meeting? Trying to catch up? The auto-summary is everything you need to get these key points from the meeting.

Step 2: Create your search engine

Using Searchie, you are able to make your Zoom recordings searchable through widgets. You can use Searchie widgets as a password protected URL or by embedding it directly within your website.

Widgets within Searchie are the tool you will use to create your Zoom search and allow you and your team to Search your Zoom recordings.

This step-by-step article will explain how to build a widget and embed it on your website. Alternatively, you can view our video tutorial here.

Widgets can be used in many different ways with some additional benefits:

  • Save you, your team, and your audience time.
  • Increase consumption of your Zoom webinars or meetings.
  • Reduce team communication issues as they can search through meetings for anything they missed.
  • Reduce support requests for your audience.
  • Password protect your webinar widget to generate marketing leads.
  • And many more!

Step 3: Automate

Finally, take advantage of our Zapier integration and completely automate the entire process.

To do this, you will first need to create a Zap to automatically schedule a recurring meeting with your team.

Depending on when your meetings are planned, you can adjust the above example. Our recurring meetings are scheduled for 9:30AM on weekdays.

Next, you’ll want to send the meeting to your colleagues via Slack using the message below as an example.

The last step to automate is sharing the Zoom meeting with your team after the meeting has ended and the recording was uploaded to Searchie.

To do this, you will need to create another Zap to automatically post the recording to a Slack channel of your choice.

Next, customize the message that will be shared to the Slack channel.

And that is it! Your entire Zoom meeting process for your team will be fully automated from sharing the meeting to posting the recording fully transcribed, summarized, and searchable.

Playbook Example

In this example, we can take a look at our very own Searchie developer meetings hosted on Zoom.

The majority of our Searchie team works remotely, so each day we have a developer meeting to sync up.

After the meeting ends, the recording is automatically uploaded to Searchie through the Zoom integration and a summary is sent to our Slack channel with a link to the full recording and transcription.



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