Workflow: How to access a Workflow from the Meeting setup screen

Forum|Forum|22 hours ago
June 30, 2026
3 replies
1 view

Hi everyone! ZoomMate might not be the right place, but there’s no “Workflow” product community that I can find.

I’ve created a 3-step workflow which creates a meeting summary and sends it to a recipient -- a recipient who is neither an attendee nor an invitee. I’ve created the workflow AND pressed the Deploy button, and the Workflow screen tells me “Workflow saved and deployed. You can enable or disable it anytime in Workflows.”

The Workflow is visible in “Created by me”, and not visible in “Deployed by my organization”.

Now here’s what’s in my Meeting > Edit view:

When I click “Attach workflow to this meeting”, only a list of Zoom-provided example workflows comes up. My workflow does not appear; here I’m searching for “outlook” (short version: out), and only the Salesforce workflow (with “outcomes” in its description) is shown.

How do I make my workflow visible to me? And if I want others in my organization to use it, how can I get it “truly deployed” at the organization level? I’m owner of the account and as far as I know have all permissions needed.

Thanks for any help...

Workflow Automation

L

leo.ye

Employee

Hi, @Ray_Harwood

Sorry for the trouble caused to you;

This scene executed only after the meeting ends (meeting.end , meeting ends and summary created ) and is used to generate meeting notes or summaries

1: I see that the name of your flow is Manual meeting Summary xxxx. Please check and confirm that your workflow trigger (the first node) is Meeting event trigger. Flows that are not meeting ends trigger flows will not appear in the list when selecting a workflow.

2: If it is a meeting ends triggered flow, please use the flow name to search.

Hope this helps resolve your issue.

L

leo.ye

Employee

Hi, Harwood, sorry for the trouble caused to you;

1: I see that the name of your flow is Manual meeting Summary xxxx. Please check and confirm that your workflow trigger (the first node) is Meeting event trigger. Flows that are not meeting trigger flows will not appear in the list when selecting a workflow.

2: If it is a meeting-triggered flow, please use the flow name to search.

Hope this helps resolve your issue.

Ray_HarwoodAuthor

Community Super Champion | Customer

Thanks, @leo.ye. I originally had a “Manually start” trigger, but now have changed to a Meeting event trigger. However, once I select “When meeting ends and summary created” from the Meeting event type, I don’t want it to use any criteria other than “this meeting the workflow is attached to”.

Options on Which meetings to monitor: