Prerequisites
- A DecisionLedger AI account on the Professional plan or higher
- A Zoom account (Basic, Pro, or Enterprise)
- Admin or Operator role in your DecisionLedger workspace
Adding the Zoom Integration
Navigate to Integrations
From the navigation bar, open the Integrations menu and select Integrations Hub, or go directly to /integrations.
Find the Zoom card
Scroll to the Video Conferencing section. You will see the Zoom integration card with a "Connect" button.
Authorize with Zoom
Click Connect Zoom. You will be redirected to Zoom's OAuth consent screen. Sign in with your Zoom account and approve the requested permissions.
Confirm connection
After authorization, you will be redirected back to DecisionLedger. The Zoom card will show a green "Connected" badge with your Zoom display name.
Using the Integration
Calendar Events
When creating a calendar event, select Zoom as the meeting provider. A Zoom meeting will be created automatically and a join link will appear on the event. Attendees receive the join URL in their notification.
Committee Sessions & Board Meetings
Committee review sessions and board meetings can attach a Zoom meeting directly. The join link is shown in the session detail and included in calendar exports (iCal).
Removing the Integration
Go to Integrations
Navigate to /integrations.
Disconnect
On the Zoom card, click the Disconnect button. This revokes the OAuth token. Existing Zoom meeting links on past events will remain but no new meetings will be created.
(Optional) Revoke from Zoom
For a full removal, also visit Zoom Marketplace → Installed Apps and remove DecisionLedger AI.
Troubleshooting
I see "Connection failed" after authorizing
Ensure pop-up blockers are not intercepting the OAuth redirect. Try again in a new browser tab.
Meetings are not being created on events
Verify the Zoom card shows "Connected" on the Integrations page. If the token expired, disconnect and reconnect.
I want to switch Zoom accounts
Disconnect the current connection, then reconnect with the new Zoom account credentials.