Step-by-step scenarios
Common Zoom tasks step by step: catch up on meetings, find a quote, prepare for the next call and archive recordings.
Each scenario is a common task in order: the commands to run, why each one runs and what to look at in the answer. The same scenarios are in the terminal: zm guide lists them and zm guide <name> prints one.
Keep a daily, checked archive of cloud recordings
Download Zoom cloud recordings to a folder every day and confirm every file arrived whole.
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zm recordings list --since-time 2026-10-01the cloud recordings Zoom holds for that range, before you download anything
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zm recordings schedule create --name daily --output-dir /srv/zoom-archive --at 03:00 --timezone Europe/Madrid --since-time 2026-10-01previews a daily job and its timer; run it again with --yes to install it
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zm recordings schedule run dailyone run now, so you see the job work before the timer does
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zm recordings archive check /srv/zoom-archivechecks the size and checksum of every archived file, without Zoom or the store
What to look at:
- files whose checksum or size does not match; download them again
- the job's last result in schedule show, and whether the timer is enabled
- zm recordings archive import adds the archived transcripts to the store
The archive keeps checksums and sizes, never signed URLs or tokens.
In the terminal: zm guide archive-recordings
Catch up on recent meetings
Bring the last few days of meetings into the store and read what each one decided.
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zm meetings sync --since-time 2026-10-01 --lookback-days 3fetches new meetings, transcripts and summaries, and revisits recent ones whose transcript came late
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zm meetings list "started_at:[2026-10-01 TO 2026-10-08]"the stored meetings in that window, newest first, with their local ids
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zm meetings summary 12Zoom's own summary of one meeting; overview, sections and next steps
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zm meetings transcript 12the transcript behind the summary, when a claim needs the exact words
What to look at:
- the sync's counts of meetings, transcripts and summaries added, and any it skipped
- next_steps in each summary, which are the follow-ups
- a meeting with no transcript yet; sync again later with --lookback-days
A summary is Zoom's paraphrase. Check anything you will act on against the transcript.
In the terminal: zm guide catch-up
Find what was said, with its line
Find where a topic came up across every meeting and read the exact lines around it.
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zm search meetings "budget review" --limit 20 --json=ref,excerpt,source.title,source.started_atwords across every stored transcript and summary; each hit keeps the reference of its line
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zm meetings passage meeting:1/12/3/140 --before-n 3 --after-n 3the cited line with three lines either side, speakers and times included
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zm meetings evidence meeting:1/12the stored lines, chat or summary behind a meeting reference, for a hit that is not a transcript line
What to look at:
- ref on each hit; quote it next to any claim you make
- an empty result is not proof the words were never said; try another form of the name or word
- meta.complete and the page cursor when there are more hits
Pass the ref from a hit to meetings passage as it is. Summary and chat hits have meeting references; read them
with meetings evidence or meetings show.
In the terminal: zm guide find-quote
What meetings say about one person
Find a person among meeting participants and read what past meetings say about them.
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zm meetings people "Alice Example"participants matching a name or email, with the identity ids and any linked person
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zm meetings context person:7 --meetings 5 --cues 40the meetings that person attended through linked identities, with the lines that mention them
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zm search meetings "Alice" --person-id 7 --limit 20words in meetings that person attended, when you want a topic and not everything
What to look at:
- more than one identity for the same name; a name alone does not prove who it is
- a participant is not the speaker of every line in that meeting
- for the same person across messages, mail and notes, use memo guide person-brief
Link a participant to a person with zm meetings link (it previews; --yes applies). Context follows only those
links.
In the terminal: zm guide person-in-meetings
Prepare for an upcoming meeting
Get a briefing with sources for the next meeting of a series, from its past meetings.
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zm meetings scheduled --jsonthe series coming up in the next seven days, with their series ids
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zm meetings prepare 8123456789 --meetings 3 --cues 10the last three meetings of that series and the lines that matter, each with its reference
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zm meetings passage meeting:1/12/3/140 --before-n 5 --after-n 5more context around one cited line before you rely on it
What to look at:
- the prior occurrences the briefing used, and how many it left out
- open questions and promises from last time, with their references
- communications coverage when selected message or mail sources are configured
meetings prepare reads Zoom for the schedule and the store for history. It changes nothing.
In the terminal: zm guide prepare-meeting
Works with other tools
These Memo scenarios also use zm:
- One person across every tool:
memo guide person-brief