This guide outlines how to transition from the Zoom Native integration to the BrightHire Zoom Notetaker. Following these steps will ensure a smooth migration with minimal disruption to scheduled interviews.
Overview
Zoom Native is the legacy “connect your Zoom account” integration and relies on cloud recording.
Uses the older Zoom connection approach and can be more sensitive to permissions/settings and meeting-by-meeting friction.
Zoom Notetaker - A BrightHire bot joins the meeting to capture it.
Your Zoom admin installs the
BrightHire Notetakerapp once for the org, and the Notetaker automatically joins eligible interviews to record and send them securely to BrightHire (nothing is saved to an employee’s computer).
During this migration, you will:
Configure required Zoom settings
Remove the existing Zoom Native integration
- Important: When migrating, Native must be fully removed first to avoid conflicts.
Zoom Admin Installs the BrightHire Notetaker Zoom App
Validate the new setup
Prerequisites
Before getting started, ensure the following:
You have a Zoom IT Admin
You have a Zoom installation account (IT Admin or service account)
The same user exists in BrightHire as a Site Admin
One of the following Zoom settings is already enabled for the organization:
Record to Computer Files, or
Allow third-party recording
Your Zoom Admin is prepared to install the BrightHire Notetaker app at the organization level
Step 1: Configure Required Zoom Settings
⚠️ Important:
Only complete the Zoom settings configuration at this stage. Do not install the Notetaker app or enable it in BrightHire yet.
Follow the instructions here:
👉 Setting up Zoom Notetaker
Step 2: Schedule a Migration Window
The migration should be completed during a coordinated window to avoid disruption.
Recommended approach:
Schedule during a low-risk time (end of day Friday is ideal)
Include the following participants:
Customer - Zoom Admin
BrightHire - CS / Implementation
Relevant technical stakeholders
Suggested agenda:
Remove Zoom Native integration
Install BrightHire Notetaker app
Validate setup in BrightHire
Best practice:
Avoid scheduling new interviews during this window to reduce conflicts
Step 3: Remove the Zoom Native Integration
Before installing the Notetaker app, remove the existing integration to prevent conflicts.
BrightHire - In BrightHire, disable the Zoom Native integration
BrightHire - Will Confirm that Zoom Native is no longer enabled in your org settings
Step 4: Install the BrightHire Notetaker App
Follow the full installation steps here:
👉 Setting up Zoom Notetaker
This step should be completed by your Zoom Admin or designated service account.
Step 5: Validate Setup in BrightHire
After installation:
Confirm the Notetaker is properly connected
Verify expected behavior in BrightHire Admin settings
Run a test interview if needed
Refer to:
👉 BrightHire Zoom Settings
Change Management Considerations
To ensure a smooth transition for your team, we recommend the following:
Communicate Early
Notify recruiters and interviewers ahead of the migration
Set expectations that they will being seeing the notetaker as a participant in their Zoom meetings starting on <Date>
Set Clear Expectations
Clarify that Zoom Native will be deprecated
Explain the benefits of Notetaker (e.g., improved reliability, consistency)
Minimize Risk During Migration
Avoid scheduling interviews during the migration window
Identify any high-priority interviews and plan accordingly
Provide Post-Migration Support
Share updated instructions with interviewers
Offer a quick walkthrough, Loom or office hours if needed
Monitor early interviews closely for any issues
Have a Contingency Plan
Ensure key stakeholders are available during the migration window
Be prepared to troubleshoot or escalate quickly if needed
Summary
By coordinating the migration, removing the legacy integration, and validating the new setup, you can transition to the Zoom Notetaker with minimal disruption while improving long-term reliability.