01BEFORE
Prepared for the meeting, not just invited to it.
Voyager connects the meeting to the customer, project or decision it concerns, so the relevant context, open questions and recent changes are ready beforehand.
INTEGRATION · ZOOM
Meet on Zoom, with the decisions and follow-up in Voyager.
A meeting matters because of what it changes. With Zoom connected, Voyager attaches Zoom meetings to the event, customer and work they belong to, and keeps the decisions, commitments and follow-up that come out of them in the same operating context.
The connection at a glance
What Zoom adds to Voyager.
- Context Voyager receives
- Zoom meeting details for scheduled meetings, such as time, participants and join link, connected to the calendar event, customer and work.
- Actions, where authorized
- Where the connection allows, Voyager can attach a Zoom meeting to an event it schedules or reschedules, so the link travels with the invitation.
- Permissions and scope
- Access follows the Zoom account authorization and scopes granted, and the features enabled for your deployment.
- Workflows it supports
- Client reviews, sales calls, onboarding sessions and internal decisions, with preparation before the meeting and owned follow-up after it.
- Voyager's own equivalent
- Voyager's meeting context: agenda, notes, decisions, commitments and follow-up connected to the people and work involved.
- Keep it, replace it, or both
- Zoom can remain your video platform. Voyager holds what the meeting is for and what came out of it.
02AFTER
Decisions and commitments become owned work.
What the meeting decided is recorded with the related work, and the commitments made become owned follow-up with dates, rather than notes nobody reopens.
03YOUR CHOICE
Zoom for video, Voyager for the context.
Most teams keep Zoom for the call itself. Voyager does not require you to change video providers.
CONNECTION QUESTIONS
What to know before you connect.
- Do we need to stop using Zoom?
- No. Zoom can remain your video platform while Voyager keeps meeting context and follow-up.
- Can Voyager create Zoom meetings?
- Where the connection allows, Voyager can attach a Zoom meeting to an event it schedules. Available actions depend on the scopes granted.
- What happens to decisions made in a meeting?
- They are recorded with the related work, and resulting commitments become owned follow-up.
Get started
Start with one responsibility that matters.
Start with one responsibility that depends on this system. Keep it connected, run the capability natively in Voyager, or both. What Voyager can see and change always follows the permissions you grant.