Riva Meeting Intelligence for Zoom meetings - Test Plan - Web App

Grace Wannapongsai
Grace Wannapongsai
  • Updated

This test plan provides comprehensive steps to follow in order to test the complete flow of Riva Meeting Intelligence Web App for Zoom meetings.

Prerequisites

  • A Zoom account with Cloud recordings and transcription enabled (Settings > Recording > Cloud recording > Audio transcript: ON)
  • Access to the Riva Meeting Intelligence development environment: Riva Meeting Intelligence Web App (DEV)

Test plan

Step 1 - Authorize the Riva Meeting Intelligence development app

Step 2 - Trigger a Zoom meeting with transcript

Step 3 - Verify meeting notes appear in Riva Meeting Intelligence

Step 4 - Test disconnect

Step 1 - Authorize the Riva Meeting Intelligence development app

  1. Navigate to Riva Meeting Intelligence Web App (DEV) and sign in with a Microsoft account (provided Release notes for the app reviewer section). 

  3. Go to Integrations page.

    integrations_2026-3-2_disconnected_zoom.png
  4. Click Connect under Zoom

  5. You will be redirected to Zoom's OAuth consent screen using the development client ID. Use provided Zoom account to sign in to Zoom.

    integrations_tab_26-3-2_zoom_sign_in.png

  6.  Review and Grant required permissions. 

    integrations_tab_26-3-2_zoom_permissions.png

    Review the requested permissions and click Allow

    Close this window.

    integrations_tab_26-3-2_close_zoom_thank_you_window.png

  7. You are redirected back to Riva Meeting Intelligence. Confirm the "Connected as <your zoom email>" label appears under the Zoom integration.

    integration_tabs_26-3-2_connected_as_on_zoom.png

Step 2 - Trigger a Zoom meeting with transcript

  1. Start and end a Zoom meeting (minimum ~2 minutes) with Cloud recordings enabled. 

    Use the account provided in "Account Credentials" section. 

  2. Wait for Zoom to send the recording.transcript_completed webhook (typically 5-15 minutes after the meeting ends)
  3. Meeting Intelligence processes the webhook, fetches participants and meeting metadata from the Zoom API, downloads the VTT transcript, and generates an AI summary. 

Step 3 - Verify meeting notes appear in Riva Meeting Intelligence 

  1. Navigate to Meeting Notes in the Riva Meeting Intelligence Web App (DEV).

    Meeting_notes_2026-3-2_with_TZ_tab.png
    Meeting_notes_2026-3-2_zoom_arrow.png

  2. Click on the meeting to view and confirm the completed Zoom meeting appears with a summary, key decisions, and action items.

  3. Open the meeting details and verify the AI-generated summary reflects the meeting content.

    meeting_notes_26-3-2_details.png

Step 4 - Test disconnect

  1. Go to Integrations > Zoom > Disconnect

    integration_tabs_26-3-2_zoom_disconnect_button.png
  2. Confirm the integration shows as disconnected
  3. Confirm no new meeting notes are processed for subsequent Zoom meetings

Zoom API permissions exercised during testing

cloud_recordings:read:recording: 

  • Downloads the VTT transcript file attached to the recording.transcript_completed webhook. 
     
  • The download_token from the webhook payload is used as the Bearer token — no direct API call is made, but this scope is required for the download URL to be valid. 

meeting:read:list_past_participants:

  • Fetches the full list of participants (name, email, join/leave times) for the completed meeting session.
     
  • Used to populate attendee metadata stored with the meeting notes. 

meeting:read:participant:

  • Required alongside list_past_participants to read individual participant details (email, display name, duration) from the past meeting response.

meeting:read:meeting:

  • Fetches meeting details including scheduled start time, duration, time zone, topic, and the invited attendees list (meeting_invitees).
  • Use to enrich metadata with invitees who were scheduled but did not attend. 

user:read:user:

  • Called once at OAuth authorization time to retrieve the connecting user's Zoom user ID, account ID, and email. This maps the Zoom identity to the Meeting Intelligence user account.