Income Lab AI Scribe for Zoom
Learn how to effectively utilize Zoom for income lab meetings with the assistance and guidance provided in this article.
Last published on: February 27, 2026
Overview
The Income Lab AI Scribe records, analyzes, and summarizes your meetings so you can focus on clients first. Then, after the meeting, it will create a household in Income Lab based on the data it gathered from your conversation with the client.
Availability:
Public Zoom Marketplace app (English). Installation is available to Income Lab users who sign in to Income Lab before installing.
Video: AI Scribe Tutorial
Video Transcript
0:00
Welcome. This video will walk you
0:02
through how to set up the AIC scribe
0:04
inside income lab. The AIC Scribe is our
0:07
newest AI tool that will make it easier
0:10
than ever to have a natural conversation
0:12
with a client over Zoom. Have the AI
0:15
take notes during that meeting and then
0:17
after your meeting, take all the
0:19
pertinent information relating to their
0:21
income life plan and build that plan for
0:24
you after the meeting. It's going to be
0:27
seamless, allowing you to just have that
0:28
natural conversation. And then
0:30
afterwards, you'll see the AI do all the
0:32
work for you inside Income Lab. To
0:35
begin, find the add a household button,
0:38
then click AIC.
0:40
Then click launch Zoom. If this is your
0:43
first time, you'll have to set up the
0:44
AIC Zoom app, and I'll show you those
0:47
steps next. So, after I click launch
0:49
Zoom, I'll go to another web page here,
0:51
and I can click open Zoom meetings. From
0:54
there, I'll see the AIC Scribe open up
0:57
and then I can just click add. Next,
1:00
you'll be prompted to enter your Income
1:02
Lab email and password. It's important
1:04
to note this is your Income Lab
1:06
credentials that you use to log into
1:07
your Income Lab account and not your
1:09
Zoom credentials. So, here I'm going to
1:12
enter my Income Lab information, then
1:14
click sign in. Once you enter your
1:17
income lab credentials, you'll then be
1:19
taken to this page where you just need
1:21
to allow the app to use the shared
1:22
access permissions and then click allow.
1:26
From there, click open Zoom meetings
1:28
again. And there you have it. You've now
1:31
set up and activated the income lab
1:33
scribe. Now, to use the AIC, all you
1:35
have to do is set up a Zoom meeting like
1:37
we have here. Inside the Zoom meeting,
1:39
at the bottom, you'll see your toolbar
1:41
where you can then select apps.
1:44
From there, select the income lab AIC
1:46
app. Zoom will start loading the AIC
1:50
scribe.
1:52
You will then see the income lab AIC
1:55
join the meeting and you and the meeting
1:57
participants will get a notice saying
1:58
that the meeting is being recorded. You
2:01
can accept it. To confirm it's working
2:04
properly, you'll see the AI scribe show
2:06
the income lab icon here. And then on
2:09
the right, you'll see options to either
2:11
have it create a household and give you
2:13
the meeting summary or to just send you
2:16
the meeting summary only. For the
2:18
purpose of this tutorial video, we will
2:20
choose the option to create household
2:21
and summary. So that way at the end you
2:23
can see how the AI scribe will not only
2:25
take the notes but then give you a
2:27
household inside income lab after the
2:28
meeting.
2:31
And then from there we can hit continue.
2:34
You can name the household. So here
2:35
we'll call this the AI scribe
2:40
Murray household just for the tutorial
2:42
purposes
2:44
and then hit continue. And once the AI
2:46
scribe shows that it's detecting the
2:48
plan items, you can then essentially
2:50
start having that conversation with the
2:52
clients. So here, just to give you some
2:54
examples, we can say we're meeting with
2:56
Jim Murray, who was 65, lives in
2:59
Colorado, um, plans on retiring in
3:02
January of 2027. Jim has a 401k with
3:07
$500,000 in it. He has social security
3:11
starting at full retirement age of about
3:12
$1600, a pension with $1,200 a month.
3:18
They have about $5,000 a month of
3:20
monthly expenses
3:23
and Jim is currently saving about $1,000
3:26
a month into his 401k. And while this is
3:29
just a few examples, you can see that
3:31
you can really mention any of these
3:33
inputs available. And as you're having
3:36
that conversation, the AIC Scribe is
3:38
naturally picking up all of that
3:40
information. And it will even put a
3:42
number here to tell you how many pieces
3:43
of information it's picked up. for
3:45
example, for the plan info, for the
3:47
income, and any of these inputs. And
3:49
what's neat here is that on this right
3:51
side, I can also see all the information
3:53
it's picked up just to even double check
3:55
that we've had everything accurate or if
3:57
we need to kind of edit it naturally in
3:59
the conversation. So, here you can see
4:00
it's already picked up all the
4:02
information about Jim, where they live,
4:04
when they want to retire, the social
4:05
security, the 401k, the expenses, all of
4:08
that is actively showing up here on the
4:10
fly. What's nice here, too, is that this
4:12
also allows you to have a quick
4:14
reminder. So, if we haven't had any
4:16
liabilities, this gives you a time to
4:18
say, "Well, Jim, maybe tell me about
4:19
your mortgage. How much do you have in
4:21
your mortgage?" And that maybe gives the
4:22
client a chance to say, "Hey, you know,
4:24
I have about $100,000 left in my
4:26
mortgage. I'm making about $1,200 a
4:28
month in mortgage payments on that." And
4:31
have the AI pick that up as well. Same
4:34
thing with the insurance. So, not only
4:35
is it going to pick it up, but with
4:37
these pills, it also will serve as that
4:39
reminder to make sure that you're able
4:40
to bring up any information that you
4:43
want that is needed to really build out
4:45
this household and complete the full
4:46
plan for the clients.
4:50
And that's it. Once you're done, you can
4:52
either close out this meeting or click
4:54
end session to wrap up the AI scribe and
4:57
have it start working on that household
4:59
for you inside income lab. So after we
5:02
close the meeting, we can come back to
5:04
income lab and see that the AIC scribe
5:06
Mary household that we just met with and
5:08
had a conversation about their plan is
5:10
ready for review inside income lab. All
5:12
we need to do then is click review. From
5:15
the review page here, you can quickly
5:16
scroll down to see all the inputs
5:18
captured by the AI scribe. If there are
5:20
any fields that were undetected by the
5:22
AI, you can click skip to fields and
5:24
quickly just vet those to make sure,
5:26
hey, you know, did we get the correct
5:27
end date here from that mortgage? maybe
5:30
that didn't come up in the conversation
5:32
or do we have the correct target account
5:34
for those savings going into that 401k.
5:37
Once you quickly make any of those
5:38
edits, you can click create plan and get
5:41
right to your household. And that's the
5:43
beauty of the AIC Scribe is that it
5:44
really allows you to have that natural
5:46
conversation within that Zoom meeting.
5:48
Had the AI Scribe grab all those inputs,
5:51
quickly build a household for you, and
5:53
all you get to do is simply review the
5:54
inputs and get right to a fully built
5:56
household based off that conversation.
5:59
Thank you for viewing this video. We're
6:01
looking forward to hearing your
6:02
feedback. Please reach out to our team
6:04
if you have any questions.
Adding the App
Prerequisites
- Zoom Desktop/Web/Mobile client (latest version recommended).
Installation
Option A — From Zoom Marketplace (recommended):
-
Open the Marketplace deep link:
Open Income Lab Meeting Assistant in Zoom Marketplace - You’ll be redirected to log in to Income Lab
- Sign in or create an account
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Complete any on-screen checks and proceed by clicking Install
-
You’ll be deeplinked into the Zoom app
- If you’re in a meeting, the app opens, and the Income Lab Recorder joins
- If you’re not in a meeting, you’ll see a welcome screen with the next steps
-
You’ll be deeplinked into the Zoom app
Option B — From the Income Lab dashboard:
- Sign in to Income Lab
- Go to Firm → Add household
- Click AI Scribe and follow the prompts to connect to Zoom
Usage
What the app can do
Start capture (in-meeting)
- Opening the app while you’re in a Zoom meeting triggers the Income Lab Recorder to join and start recording and analyzing automatically.
Pause/Resume anytime
- Use the in-app Pause to temporarily stop capture if sensitive topics come up.
Stop capture
- End recording at any time from the in-app controls.
Receive summaries by email
- After the meeting is processed, you’ll receive a concise summary in your inbox. (UI for browsing past meetings is not yet available; only email summaries are available at this time.)
Typical workflows
Quick start (ad-hoc meetings)
- Start a Zoom meeting.
-
Open the Income Lab Meeting Assistant from the Zoom Apps panel or your deeplink.
- The bot joins, and the capture begins → Pause or Stop as needed.
- Watch for the summary email after processing.
- For privacy control during a call, click Pause before discussing anything you don’t want captured; click Resume when ready to resume the recording.
Removing (Uninstalling) the App
From Zoom
- Log in to Zoom and open the Zoom App Marketplace
- Go to Manage → Added Apps
- Find Income Lab Meeting Assistant
- Click Remove and confirm
What happens when you remove the app
Immediate impact: You won’t be able to open or use the Zoom app
Income Lab account: Unaffected, so you can still use Income Lab as usual (outside of the Zoom app features)
Tokens & sessions: Zoom revokes tokens; Income Lab discards cached sessions
Logs & installation data: Purged on our side. We remove your Zoom-app user record; no installation traces remain
Meeting data: Retained for 30 days after deauthorization, then automatically deleted
Early deletion: You may request earlier deletion at support@incomelaboratory.com
Re-installing later: Treated as a fresh start (previous app-level data will not re-link)
We’ve implemented Zoom’s deauthorization webhook to ensure token revocation and cleanup occur promptly.
Troubleshooting
Can’t install (admin approval required)
Symptom: “This app needs admin approval.”
Cause: Your Zoom organization restricts Marketplace installs.
Fix: Contact your Zoom admin to approve Income Lab Meeting Assistant for your account.
OAuth fails / invalid_redirect / “Something went wrong”
Likely causes: Cookies disabled/cleared, switching browsers mid-flow, altered redirect URLs, tracker-blocking extensions.
Fix: Enable cookies for Income Lab and Zoom. Retry the install from the original link without switching tabs/browsers. If it repeats, contact support@incomelaboratory.com with a screenshot of the error.
Bot didn’t join / “Recording missing”
Likely causes: Temporary capacity limits with our meeting bots or transient service downtime, the Enable Waiting Room setting in Zoom prevented the bot from joining, or Record to Computer Files is disabled. See below for how to fix these issues.
Enable waiting room should be disabled; otherwise, the recording bot might not be able to join the call, which might cause the AI Scribe to not work/start. To disable this setting, follow the steps below.
1. Go to https://zoom.us/
2. Click Sign in on the top right corner and log in
3. Click the profile picture in the top right corner
4. Click Settings
5. Go to General
6. Toggle the Enable waiting room setting to OFF
Record to computer files should be enabled to allow the bot to record and transcribe the meeting to ensure that the AI Scribe can work. To enable this setting, follow the steps below.
1. Go to https://zoom.us/
2. Click Sign in on the top right corner and log in
3. Click the profile picture in the top right corner
4. Click Settings
5. Go to Recording
6. Toggle the Record to computer files setting to ON
No summary received
Likely causes: Capture was paused or stopped early; email landed in spam; meeting ended before bot fully joined.
Fix: Confirm you saw the bot in the participant list, ensure it wasn’t paused, and check your spam folder. If needed, contact support.
Accessing recordings
Current behavior: You cannot access raw audio/video. You’ll receive email summaries only (UI access coming later).
Rate limits / throttling
Symptoms: Slow app open/join, retries, or “try again later.”
What to do: Wait 1–2 minutes and try reopening the app. For repeated issues, share timestamps with support so we can investigate any upstream throttling.
FAQs
Do I need to grant access every time?
No. Install once and then open the app anytime during a meeting.
What personal data do you store?
Only your Income Lab user ID, Zoom user ID, and tokens. We don’t store your name.
How do I unsubscribe from summary emails?
At the moment, you can’t opt out of Summary emails, as that is core functionality of the application. You can’t see past meeting results on the Income Lab platform at the moment.
Do I need to resend/trigger an activation email?
No. Not required for this app.
Which meetings are captured by default?
Ad-hoc: when you open the app in a meeting, the bot joins and the capture starts. Otherwise, nothing is captured.
What if I disable Zoom Cloud Recording?
Nothing changes. We don’t rely on Zoom Cloud Recordings. The app does not consume Zoom Cloud Recordings; it only uses the bot’s live capture when active.
Can I restrict which users in my org can use the app?
TBD. (If your Zoom admin controls Marketplace installs, they can gate installation at the org level.)
Privacy & security
We use encryption in transit and at rest, and modern security practices. (Subprocessors include AWS and our meeting-bot provider.) See our policies below.
Pricing & Limits
Available to all users as a Tech Preview.
Support
Email: support@incomelaboratory.com
Hours: Mon–Fri, 8:00 am –7:00 pm EST
Response time: within 1 business day
Escalation: For urgent/live-meeting issues, put “P1: Live meeting” in the subject for priority handling.
Legal & Policies
Privacy Policy: Privacy Policy | Income Lab
Terms of Service: Terms of Use | Income Lab