Zoom Integration
Ergo seamlessly integrates with Zoom to automate and enhance your meeting note-taking process, delivering actionable insights directly into your CRM.
Usage
Ergo simplifies meeting management by automatically dispatching note-taking bots to your Zoom meetings. The bots:
Analyze your calendar to identify eligible meetings based on predefined criteria.
Join Zoom meetings automatically.
Record transcripts of meetings.
Process these transcripts to generate detailed notes, insightful summaries, and actionable items.
Automatically upload and update this processed information into your CRM.
To make use of the Ergo Zoom integration:
Login to your Ergo Dashboard
Navigate to the Integrations page and "connect" with the Ergo Notetaker
Give your Ergo Notetaker a name and click "connect"
Navigate back to the Dashboard page and select which Upcoming Meetings you would like your Ergo Notetaker to join
The Ergo Notetaker will automatically join at the specified time
To disconnect with the Ergo Zoom integration:
Login to your Ergo Dashboard
Navigate to the Integrations page and "disconnect" with the Ergo Notetaker
Installation
No installation is required. Ergo works seamlessly via cloud integration without any additional setup.
Uninstallation
No uninstallation steps are required, as Ergo does not require installation.
Troubleshooting
Transcript Processing Issues
Issue: Meeting transcripts are not properly processed.
Resolution: Verify that Ergo has not filtered out the meeting. Check the Ergo dashboard to confirm that the meeting meets all processing criteria.
Meeting Bot Attendance Issues
Issue: The note-taking bot did not join the scheduled Zoom meeting.
Resolution: Access your Ergo dashboard to ensure the bot was scheduled for the meeting. If scheduling failed, confirm meeting criteria were met.
Upcoming Meetings Missing from Dashboard
Issue: Scheduled meetings are not visible on the Ergo dashboard.
Resolution: Confirm that your meetings fulfill Ergo’s required criteria for attendees, meeting links, and other specified conditions.
Contact Support
For further assistance, queries, or troubleshooting, reach out to us at ishan@joinergo.com. Our dedicated support team is available 24/7 to assist you promptly.