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Zoom Integration for Runbooks

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Harness AI SRE integrates with Zoom through a Connector-based approach, enabling automated meeting management for incident response.

Overview​

Zoom integration enables your runbooks to:

  • Create incident bridges automatically
  • Schedule follow-up meetings
  • Manage participant access
  • Share meeting recordings
  • Track attendance

Integration Setup​

Prerequisites​

  • Zoom admin access
  • Harness Project Admin role
  • Appropriate Zoom API permissions

Setup Steps​

  1. Navigate to Project Settings → Third Party Integrations (AI SRE)
  2. Select Zoom from the available integrations
  3. Configure authentication:
    • Choose between OAuth (recommended) or Account ID and Secret
    • For OAuth: Click "Sign in with Zoom" and authorize access
  4. Grant required API permissions (see below)
  5. Test the connection

Required Permissions​

The Zoom integration requires specific API scopes depending on the actions your runbooks will perform. Below are the required scopes organized by functionality:

Basic Meeting Management​

  • meeting:write - Create, update, and delete meetings
  • meeting:read - Read meeting details and settings
  • user:read - Read user information for meeting hosts and participants

Advanced Meeting Actions​

  • meeting:write:admin - Required for ending meetings and advanced meeting control
  • meeting:update:admin - Modify meeting settings for meetings you don't host
  • meeting:read:admin - Access detailed meeting information across the organization

Recording Management​

  • recording:read - Access meeting recordings
  • recording:write - Manage recording settings and permissions
  • cloud_recording:read - Read cloud recording details
  • cloud_recording:write - Manage cloud recordings

Participant and User Management​

  • user:read - Read basic user information
  • user:write - Manage user settings (for participant management)
  • group:read - Read group information for bulk participant management

Webinar Support (if applicable)​

  • webinar:write - Create and manage webinars
  • webinar:read - Read webinar information

Scope Requirements by Action​

ActionRequired ScopesNotes
Create Meetingmeeting:write, user:readBasic meeting creation
End Meetingmeeting:write:adminCritical for meeting termination
Update Meeting Settingsmeeting:write, meeting:update:adminAdmin scope needed for meetings you don't host
Manage Participantsmeeting:write, user:read, user:writeFor adding/removing participants
Access Recordingsrecording:read, cloud_recording:readFor post-meeting analysis
Schedule Recurring Meetingsmeeting:write, user:readFor incident follow-ups

Permission Troubleshooting​

If you encounter permission errors:

  1. "Insufficient privileges" error: Add meeting:write:admin scope
  2. "Cannot end meeting" error: Ensure meeting:write:admin is granted
  3. "Recording access denied": Add recording:read and cloud_recording:read scopes
  4. "User not found" errors: Verify user:read scope is active

For detailed information about Zoom API scopes, refer to the official Zoom API documentation.

Using the Zoom Connector​

Creating a Zoom Meeting Runbook​

  1. Create a new runbook or edit an existing one
  2. Add a new Action
  3. From the Action Picker, select Create Zoom Meeting
  4. No additional configuration is required - the default Zoom connector will be used

Executing the Runbook​

  1. Open an existing incident or create a new one
  2. Navigate to the Runbooks tab
  3. Click Execute a Runbook
  4. Select your runbook with the Zoom meeting action
  5. Click the run/play icon to execute
  6. View the results in the incident timeline

Disabling the Connector​

Remove from Zoom Marketplace​

  1. Go to the Zoom Marketplace
  2. Navigate to Manage → Installed Apps
  3. Locate the Harness app
  4. Click Remove or Uninstall
  5. Confirm the removal
  6. Verify in Harness:
    • Navigate to Project Settings → Third Party Integrations (AI SRE)
    • Confirm the Zoom connector is no longer listed
    • Check that related secrets have been automatically removed

Using Zoom Actions in Runbooks​

When you add Zoom actions to a runbook, you'll configure them through a form-based interface. The specific fields depend on the action type you select.

Create Zoom Meeting Action​

Creates a new Zoom meeting for incident coordination.

Form Fields:

  • Topic: Meeting title
    • Example: {{Activity.title}} - Incident Bridge
  • Agenda: Meeting description (optional)
  • Duration: Meeting duration in minutes
  • Start Time: When to start the meeting (for scheduled meetings)
  • Settings:
    • Join before host
    • Waiting room enabled/disabled
    • Auto-recording (cloud or local)

Available Mustache Variables:

  • {{Activity.title}} - AI SRE incident title
  • {{Activity.id}} - AI SRE incident ID
  • {{Activity.severity}} - AI SRE incident severity
  • {{Activity.summary}} - AI SRE incident summary
  • Any custom incident fields configured in your incident template

Best Practices​

Meeting Setup​

  • Use consistent naming
  • Enable auto-recording
  • Configure waiting rooms appropriately
  • Set proper security settings

Participant Management​

  • Control host privileges
  • Manage waiting room
  • Set up co-hosts
  • Configure breakout rooms

Recording Management​

  • Set retention policies
  • Configure sharing settings
  • Manage access controls
  • Archive important meetings

Common Use Cases​

Incident Response​

  1. Create immediate bridge
  2. Add response team
  3. Enable recording
  4. Share meeting link

Troubleshooting​

Common Issues​

  1. Authentication Failures

    • Verify OAuth tokens
    • Check permissions
    • Confirm account access

  2. Meeting Creation Errors

    • Check scheduling conflicts
    • Verify user limits
    • Confirm host rights

  3. Recording Issues

    • Check storage space
    • Verify permissions
    • Confirm settings

Next Steps​