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Bob + Zoom

Notes on every Zoom call. No bot joins.

Hit record in the HeyBob app on Mac or Windows and you get notes with a name on every line, a summary and the action items. Tap Have Bob do it and he does the follow-up. Connect Zoom as well and he can check, set up and prepare your meetings too.

  • Nobody extra in the call
  • Audio never kept, never used for training
  • Meetings at half the usual credit rate
Meeting notes
Notes from a Harbor Foods pricing call in the HeyBob app: a short summary, then action items with an owner, each with Have Bob do it, Add to my to-dos and Skip. One says Bob is on it, another was added to the to-dos.

From the call to the follow-up.

HeyBob hears the call the way you do, through your computer. Nothing joins the meeting, so there is no extra guest in the list and nobody to let in.

During

A name on every line

The transcript names whoever is talking on Zoom, as it happens.

Live transcript where you promise to send a revised quote by Friday
After

Notes and action items

A summary, then each action item with Have Bob do it, Add to my to-dos and Skip.

Action items from the call, each with Have Bob do it, Add to my to-dos, or Skip
Done

He does the follow-up

He finds what he needs in your connected apps, writes it, and asks before anything sends.

Bob says the notes from the Delmar Trailers call are ready. One action item is under way: he found the quote, wrote the email and waits on a Needs a go-ahead card with Approve, Always allow and Deny.

Good to know about meeting notes.

Any call

Not just Zoom

Google Meet, Microsoft Teams, Webex, Slack huddles, and a meeting in a room.

Where

Mac and Windows

In the HeyBob app on macOS 13 or newer and on Windows. Not on Linux yet.

Privacy

Yours until you share

The audio is not kept and never trains a model. A meeting belongs to whoever recorded it.

Notes do not need the Zoom connection. HeyBob never connects to your call app. More on the meetings page.

Connect Zoom for the meetings themselves.

The Zoom connection is for looking up, setting up and tidying meetings. He uses what it offers for your Zoom account, and tells you plainly when a job needs something it does not.

On his own

Look up meetings

Check the host, time and invite details of a meeting the account owns.

On his own

Prepare for them

Pair the meeting with the deal, the email thread and the open issues for a brief.

Asks first

Create or change meetings

He shows you the settings and waits for your OK.

Five things to hand him.

Say it the way you would to a new hire.

Check the setup
You

“Check tomorrow’s customer Zoom and tell me whether the host, time and invite match Google Calendar.”

A good first test. It only reads.

Book the review
You

“Set up a Zoom for the approved Thursday customer review. Show me the settings before creating it.”

Nothing is created until you say yes.

Brief before the call
You

“Before each priority customer Zoom, brief me with the HubSpot deal, the latest Gmail thread and open Jira issues.”

Zoom says which meeting. The other tools supply what to say.

After the call
You

On yesterday’s review notes, tap Have Bob do it on “file the two bugs the customer raised.”

He drafts the issues from what was said, and asks before he files them.

Tidy up
You

“List recurring Zoom meetings on this account with no recent activity or no clear owner. Do not delete anything.”

A list to review beats an automatic clean-up of shared meetings.

Connect Zoom in a minute.

Ask

Tell Bob to connect Zoom.

Sign in

Tap the button he posts and sign in to the Zoom account you mean.

Allow

Read what Zoom asks you to allow before you say yes.

Go

Come back and ask again. The job picks up from there.

Each person connects their own Zoom account. Bob never asks for a password in chat.

Good to know

What the Zoom connection does not do.

  • It does not join or steer a live call. Notes come from the HeyBob app, not from the connection.
  • Zoom’s own recordings vary. Your Zoom plan, settings and how long recordings are kept decide what is there. Bob says when one is missing.
  • Changes wait for a yes. Creating, changing or deleting a meeting stays reviewable.
HeyBob
Bob shows the steps he took and asks for a go-ahead, with Approve, Always allow and Deny

Common questions.

Does a bot join my Zoom call?

No. The HeyBob app on Mac or Windows hears the call through your computer, so nothing joins the meeting and nobody has to let anyone in.

Do I have to connect Zoom to get meeting notes?

No. Notes work on any call your computer plays. Connect Zoom only if you want Bob to look up, create or change meetings.

Is my meeting audio kept?

No. The audio is not kept and is never used for training. The transcript, notes and summary stay so you can read them later, and the meeting belongs to whoever recorded it.

Does Bob ask before creating or changing a Zoom meeting?

Yes. Creating, changing or deleting a meeting waits for your OK by default.

Can Bob get every Zoom recording?

No. Zoom’s own recordings depend on your Zoom plan, settings and permissions. HeyBob’s notes do not depend on them.

Take the Zoom call. Bob takes the follow-ups.

$100 of work, on us. Set up in 2 minutes.