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Recording with Zoom Integration
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Recording with the Zoom Integration

Tamloot integrates with Zoom to automatically record your therapy sessions, transcribe them, and generate AI-powered session notes. This guide covers how to connect, use, and remove the Zoom integration.

Adding the App

1. Sign Up or Sign In to Tamloot

  1. Go to app.tamloot.cc
  2. Sign up with Google, Apple, or email and password
  3. Complete your profile setup

If you already have an account, simply sign in.

2. Connect Zoom

  1. Open the Settings page in the Tamloot dashboard
  2. Go to the Integrations section
  3. Click "Connect Zoom"
  4. You'll be redirected to Zoom's authorization page
  5. Review the permissions and click "Allow"
  6. You'll be redirected back to Tamloot — the Zoom integration will now show as Connected

Once connected, you can create Zoom meetings directly from Tamloot and invite the recording bot to your sessions.

Troubleshooting Connection Issues

IssueSolution
Authorization page doesn't loadMake sure you're signed in to your Zoom account in the browser
"Access denied" errorVerify your Zoom account has permission to install apps
Connection shows as disconnectedTry disconnecting and reconnecting from Settings → Integrations
Redirect loop after authorizationClear your browser cookies and try again

Using the Zoom Integration

Create a Zoom Meeting

You can create a Zoom meeting directly from the Tamloot dashboard:

  1. Go to the Sessions page
  2. Click "New Session"
  3. Select a client and fill in the session details
  4. Click "Create Zoom Meeting" — a Zoom meeting link will be generated automatically
  5. Share the meeting link with your client

Record with the Invite Bot

The simplest way to record a Zoom session — no software installation required:

  1. Go to the Dashboard at app.tamloot.cc
  2. Click the "Invite Bot" button
  3. Paste your Zoom meeting URL
  4. Click "Join"

What happens next:

  • A Tamloot recording bot joins your meeting as a participant named "Tamloot"
  • The bot automatically records the session audio
  • When the meeting ends, recording stops and processing begins
  • You'll be redirected to the session page once created

Benefits:

  • No software installation required
  • Works from any device with a browser
  • Bot joins within seconds
  • Supports both scheduled and instant Zoom meetings

AI Session Notes

After recording, Tamloot automatically transcribes your session and generates AI-powered notes. Processing usually takes 2–5 minutes. Once complete, you'll see:

  • Summary — A brief 2-3 sentence overview of the session
  • Key Themes — The 3-5 main topics discussed during the session
  • Client Items — Recommended exercises and action items for the client
  • Professional Notes — Clinical summary for your therapist records
  • Resources — Relevant online resources and references

Meeting Prep

Tamloot automatically generates meeting preparation notes before upcoming sessions:

  • Prep notes are generated daily for sessions scheduled in the next few days
  • They include a summary of previous sessions with the client
  • Key themes and progress from past meetings
  • Suggested topics to follow up on

Meeting prep notes appear at the top of the session notes when you open a session.

Client Management

Link your Zoom sessions to clients for organized record-keeping:

  • Create client profiles with contact details and notes
  • Associate each session with a specific client
  • View all past sessions and notes for any client
  • Track therapy progress over time

Removing the App

Disconnect Zoom from Tamloot

  1. Open the Settings page in the Tamloot dashboard
  2. Go to the Integrations section
  3. Click "Disconnect" next to the Zoom integration
  4. Confirm the disconnection

After disconnecting, you will no longer be able to create Zoom meetings from Tamloot or invite the recording bot to Zoom sessions.

Remove the App from Your Zoom Account

  1. Sign in to your Zoom account at zoom.us
  2. Go to the Zoom App Marketplace
  3. Click "Manage" → "Added Apps" (or go to marketplace.zoom.us/user/installed)
  4. Find Tamloot in the list
  5. Click "Remove"

What Happens to Your Data

  • Recordings, transcripts, and session notes are retained in your Tamloot account — removing the Zoom integration does not delete any existing data
  • Future recordings will not be available through the Zoom integration until you reconnect
  • You can still use other recording methods (Chrome extension, desktop app, or audio file upload)
  • To request complete data deletion, contact us at support@tamloot.cc

Tips

  • No installation required: The invite bot method works entirely from your browser — no desktop app or extension needed.
  • Recording consent: As a therapist, ensure all participants are informed that the session is being recorded before starting.
  • Minimum recording duration is 2 minutes. Shorter recordings are automatically skipped.
  • Multiple recording methods: You can also record Zoom sessions using the Chrome extension or the desktop app. Choose the method that fits your workflow.
  • Session organization: Always link recordings to a client for the best experience with AI notes and meeting prep.