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§ Agent · Zoom

The Zoom data agent that acts the way you would.

It keeps an eye on your Zoom meetings and webinars alongside the pipeline and revenue they feed, on a schedule you set or whenever fresh data lands. When attendance drops, a deal goes dark on calls, or a webinar funnel breaks, it tells you, or handles it the way you'd want.

D
DefiniteAPP9:14 AM · #revops-alerts
⚠️ 12 commit-stage deals have had zero meetings in 14+ days, $310K at risk this quarter

These deals have close dates inside 4 weeks but no Zoom meetings or participant activity since early June, well past your ~5-day meeting cadence on late-stage opportunities.

Review & approve Dismiss
Zoom Meetings + Participant Attendance · joined to CRM pipeline · audit log

How an agent works

An agent watches one thing and acts on it. Not a workflow, just a standing watch that usually does nothing and acts the moment it should.

◄ repeats on the schedule you set ►

You stay in control

An agent does what you'd do, and only what you've authorized.

The same trusted numbers

It acts on the same governed metrics as your dashboards, and every action is logged and traceable.

You approve anything that writes

It alerts and recommends on its own; anything that changes data is yours to approve.

Try it on a test channel first

Point a new agent at a throwaway channel and watch its judgment before it touches anything real.

No false alarms

It remembers what it already flagged and waits before acting again, so it won't alert you about the same thing twice.

What you can put an agent on

PipelineACROSS YOUR SOURCES

Tie your Zoom activity to the deals it's supposed to move

It joins your Zoom meetings and participant data to the pipeline in your CRM, so you see which commit-stage deals have gone quiet on calls and which reps are carrying a full calendar but not advancing anything. You catch the gap before the forecast slips, not when you're reconciling the quarter.

MeetingParticipant AttendanceUser (Host)
Funnel

Catch the webinar registration funnel when it breaks

When your webinar registration-to-attendance rate drops below its trend, it tells you which events, which sources, and how many registrants fell off, and surfaces the absentee list so you can route follow-up before the leads go cold.

WebinarRegistrationParticipant Attendance
Engagement

Surface the meetings where engagement actually happened

It watches poll response rates, Q&A volume, and session duration across your meetings and webinars, and flags the events where participation dropped off. You know which sessions landed and which ones lost the room, without scrubbing through reports host by host.

PollQ&AParticipant Attendance
Custom

Run any Python it needs to get the job done

Beyond alerts and write-backs, an agent can run arbitrary Python, so it can do whatever the task actually requires: call an API, kick off a job, reshape the data, or wire into your own tooling. The action space is yours to define.

Why not just build it yourself?

You could rig one of these with a cron job and a Slack webhook in an afternoon. The watching is the easy part. Here's what you'd own forever, and don't, here:

  • The cross-source join: not one tool's data, but it reconciled against the rest of your stack
  • A trusted, consistent metric: the same number your dashboards use
  • The investigation into why, when something fires
  • A full audit trail of everything it did
  • The upkeep, when the schema drifts or the script breaks at 2am

The data it works from

Every Zoom object, modeled and query-ready the moment you connect.

Meeting
engagementoperations
Webinar
marketingengagementoperations
Registration
marketingengagement
Participant Attendance
engagementoperations
Poll
engagementmarketing
Q&A
engagementmarketing
Shared Content
engagement
User (Host)
operations

It runs on your real Zoom account (recurring meetings that nobody deletes, test webinars mixed in with production, hosts who forget to enable registration, and all), not a tidy demo.

Where it acts

Slack

A message in the channel you choose, with the context and a button to act on it.

Email

A summary in the inbox of the people who need to see it.

Webhook

A payload to your own systems, to wire the agent into whatever you already run.

Warehouse write-back

A flag written back to your warehouse for everything downstream to pick up.

Hand off to Fi

Kick the question to Fi to investigate the why and propose the fix.

MCP

Expose it to your own agents and tools over MCP, and drive it from your stack.

Run it in your own VPC or fully self-hosted. Everything it does is pure SQL and Python you can inspect.

Build your agents with Fi

Fi is your AI analyst. It helps you build and customize everything in Definite, including the agents that watch and act.

Fi

Your AI analyst. Ask questions in plain English, and let it help you build and customize everything in Definite, including your agents.

Meet Fi →

Agents

The watchers and actors. Once you've built one, it runs on its own, keeping an eye on what matters and acting the way you would.

Autonomous agents →

Get started

  1. 1Connect Zoom, and the sources it needs to reconcile against. Synced and modeled in an afternoon.
  2. 2See the numbers tie out to what you already trust.
  3. 3Put an agent on one thing you can't afford to miss. Fi helps you build it.
§ FAQ

Common questions

You set the schedule, and it also re-checks whenever fresh Zoom data lands. Each agent watches the one thing you point it at, nothing else.
It alerts and recommends on its own. Anything that writes, whether to a tool, your warehouse, or a customer, is yours to approve. You can also point a new agent at a test channel first and watch its judgment before it touches anything real.
When something fires, it can hand off to Fi to investigate, drilling into the data it has across your connected sources to find what's behind the move, and showing its work.
Those summarize inside Zoom, one meeting at a time. This watches continuously, reasons across your Zoom activity plus the pipeline and revenue it feeds, and hands off to Fi to investigate why a deal went dark on calls, so you catch it before the close date, not after.

Your answer engine
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