Connecting Zoom During Onboarding

When you first sign up for Kitra, you’ll be guided through onboarding.

During onboarding:

1. You’ll be prompted to connect your Zoom account.

2. Click Connect Zoom.

3. Review the permissions requested by Kitra.

4. Approve the connection to complete setup.

Once connected, Kitra is ready to work with your Zoom meetings.

How Kitra Works with Zoom

After Zoom is connected, Kitra can automatically process your meetings.

Depending on your preferences, Kitra may:

• Capture meeting details

• Generate transcripts and summaries

• Highlight key points and action items

• Organize everything inside your Kitra workspace

All processing happens after the meeting ends. Kitra does not interrupt live calls.

Managing the Zoom Integration

You can manage your Zoom connection at any time from your Kitra settings.

To manage or disconnect Zoom:

1. Open Settings in Kitra.

2. Go to the Apps tab.

3. Find Zoom in the connected apps list.

4. Choose to disconnect or update the integration.

Changes take effect immediately.

Disconnecting Zoom from Kitra

If you disconnect Zoom from the Settings → Apps tab:

• Kitra will stop accessing new Zoom meetings

• No new data will be captured

• Existing data in Kitra remains available unless you delete it

You can reconnect Zoom at any time by going through the Apps settings again.

Data & Privacy

Kitra only accesses Zoom data required to provide its features.

• Data is processed securely

• Access is limited to your account

• You stay in control of your integrations

• You can remove access at any time

For more details, please review our Privacy Policy.

Need Help?

If you have questions or need support:

• Check your Kitra dashboard

• Contact our support team

We’re here to help you get the most out of Kitra.