NERP Meetings

Installation and user guide

1. Install in NERP

  1. Open nerp.app, sign in with your NERP key file and password, and open a project.
  2. Open Settings → Modules. Find NERP Meetings in the module catalog and install it. Review the requested UI and project metadata permissions.
  3. Save the changes in NERP. Open the Zoom entry from the project menu.

2. Connect your Zoom account

  1. Choose Connect Zoom account. Read the data processing notice and authorize NERP Meetings in Zoom.
  2. Return to the module and select Complete connection. If the authorization window was blocked, copy the displayed OAuth URL into a browser.
  3. Save changes in NERP. The connection is stored in encrypted personal metadata for your key; it is not placed in shared project metadata.

If your account requires administrator pre-approval, ask your Zoom administrator to approve the app. A connection lasts up to 90 days; reconnect when requested.

3. Create and start a meeting

Choose Schedule meeting, enter a title, time, duration and recording policy, then save. Instant and recurring meetings are also supported. Use Start as host to manage the meeting. The Join meeting link is for participants and does not grant host controls.

For recording after the second participant joins, both people must enter the meeting, not remain in the waiting room. Zoom must allow the app to control cloud recording. If Zoom rejects the control, the host can start cloud recording manually. Tell participants about recording and obtain any required consent.

4. Recordings, transcription and summaries

After Zoom finishes processing a cloud recording, open the meeting’s Recordings view. Updates arrive through webhooks; Check Zoom recordings also retrieves them. Audio is transcribed by Novij Speech with timestamps. Analysis creates a summary. A failed summary can be retried without transcribing the audio again. Automatic transcription and summaries can be disabled per meeting.

The connection view shows remaining transcription minutes. If the balance is insufficient, processing pauses. Contact support for a manual top-up; waiting records resume automatically. The maximum audio file size is 512 MiB. Local-only Zoom recordings cannot be retrieved by this integration.

For an ended meeting, owners and organizers can choose Check past participants to retrieve Zoom attendance, including participants missed by webhooks. A paid Zoom plan is required; Zoom may need time to prepare attendance.

5. Team access

The owner can open Access and create organizer or viewer invitations. Send the invitation key privately. A colleague opens the module, expands Invitation key, enters it and saves NERP changes. Organizers can manage meetings and analysis; viewers can read history and results and download recordings. Only the owner can create or revoke invitations. Treat invitation keys and host links as private credentials.

6. Disconnect or uninstall

Choose Disconnect NERP to revoke this connection. To remove the module, use NERP Settings → Modules, disable/remove NERP Meetings, and save. To revoke the Zoom authorization, open Zoom App Marketplace → Manage → Added Apps → NERP Meetings → Remove. This revokes NERP access and delegated invitations. Removing the shared Zoom authorization can also stop other integrations using the same authorization.

Disconnecting or removing the module does not delete original Zoom recordings or meetings. NERP service copies are removed within seven days after revocation; see the privacy notice. Contact support for an earlier deletion request. Encrypted Novij metadata follows the protocol’s append-only history; revoked credentials no longer grant service access.

Marketplace test plan and scope mapping

Troubleshooting

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