Note: This is not currently available to all customers. Learn more about Lattice's upcoming releases here.
The Zoom connector brings meeting context from Zoom into Lattice. Lattice uses it to draft your weekly Updates and to surface evidence for performance reviews, so contributions discussed in meetings aren't lost between review cycles.
Admins enable the connector for the organization. Each employee then connects their own Zoom account. Lattice only reads meetings that employee attended.
Before you start
Lattice AI must be on. If Lattice AI is disabled for your organization, Connectors are hidden. See Manage Lattice AI Access.
Lattice permissions. To enable the connector, you must be a Lattice admin or have the Manage integrations, SSO, and API data company-wide permission.
Zoom plan. Meeting summaries require a licensed host on Zoom Pro or higher with AI Companion Meeting Summary turned on.
Zoom admin approval. If your Zoom account requires Marketplace pre-approval, a Zoom admin must approve the Lattice app before employees can connect.
No URL or separate install. You don't need to enter a Zoom URL or install anything in Zoom ahead of time.
Data and Permission. Please see Productivity Connectors: Data and Permissions for Zoom and Lattice Privacy Policy.
Admins: enable and approve the Zoom app
In Lattice
Navigate to Admin > Platform > Connectors.
Find Zoom under Not enabled and select Enable.
Review the setup window and select Enable to confirm.
If Automatically enable new apps is on, Zoom may already be enabled. Check the Enabled list first.
In Zoom (only if your account requires pre-approval), open app management and approve Lattice. For details, see Zoom's article on pre-approving apps.
Employees: connect your Zoom account
In Lattice, select your profile picture, then Manage Settings.
Open the Connectors tab.
Find Zoom and select Connect.
Sign in to Zoom and review the permissions Lattice requests.
Select Allow. A Lattice tab opens with a success message and closes on its own.
Zoom now shows as Connected on your Connectors tab.
If your Zoom account requires app approval, you may see a request-sent message instead. You can connect once a Zoom admin approves Lattice.
What you can do with Zoom
Draft your weekly Update from your meetings
In the left navigation, go to Updates.
Select the week that includes the meetings you want to draw from.
Select Draft my update.
Lattice reads the meetings you attended that week and drafts answers to your Update questions, such as progress made, blockers, and tasks finished. Review and edit the draft before you submit it.
Bring meeting evidence into performance reviews
When your organization uses evidence-based automatic reviews, Lattice can draw on work discussed in your Zoom meetings. This helps reviewers capture contributions and feedback that happened in conversation.
Tip: Drafts are only as good as the meeting content. Meetings with summaries or transcripts on, where you discuss goals, progress, and blockers, give the best results.
Remove the Zoom connector
Employees: disconnect your Zoom account in Lattice
Select your profile picture, then Manage Settings.
Open the Connectors tab.
Find Zoom.
Click Manage > Disconnect.
Employees: remove Lattice from Zoom
Sign in to the Zoom App Marketplace with the Zoom account you connected to Lattice.
In the bottom-left corner, select My Library.
Find Lattice. Under Actions, select the More icon (...), then Remove.
Optionally choose a reason, then select Remove to confirm.
For details, see Zoom's article on adding and removing Marketplace apps.
Removing the app in Zoom also revokes Lattice's access to your account.
Admins: turn off Zoom for the organization
Navigate to Admin > Platform > Connectors.
Find Zoom and select Manage.
Select Disable.
Disabling blocks new connections and pauses syncing for every employee who already connected. A Zoom admin can also remove or block Lattice for the whole Zoom account from Zoom's app management settings.