Transfer meetings and recordings on offboard in Zoom
Automatically transfer a departing user’s Zoom meetings, webinars, and recordings to a colleague from a Slack request with Stepwork.
- Use case
- Employee offboardingIT
- Best for
- IT Administrator
- Applications used
Zoom
Slack
- Business outcome
- Risk reduction
The problem
The host left. The customer meeting is still on the calendar.
Upcoming meetings, webinars, and cloud recordings sit under the departing user’s Zoom account. Deactivating them without a transfer drops live sessions and loses recordings the team still needs.
IT ends up rescheduling by hand and downloading files one by one. That work trails the rest of employee offboarding, so customers hit broken meeting links.
The outcome
Meetings and recordings survive the departure
Stepwork transfers upcoming meetings, webinars, and cloud recordings to the colleague named in the request before anyone deactivates the user. Customer sessions keep their host, and the run records who asked and what moved as part of employee offboarding.
- Upcoming meetings and webinars move to the named colleague.
- Cloud recordings transfer with them.
- If the user or colleague cannot be found, the run stops.
The process
From Slack request to transferred Zoom assets
A teammate posts the leaver and the receiving colleague in Slack. Stepwork moves meetings and recordings in Zoom admin.
- Step 1
Request it in Slack
A teammate posts the departing employee’s work email and the colleague who should receive meetings and recordings. That message starts the flow, and Stepwork records who asked and when.
- Step 2
Find both users
Stepwork signs in to the Zoom admin portal and locates the departing user and the receiving colleague. If either is missing, the run stops.
- Step 3
Transfer meetings and recordings
Stepwork transfers upcoming meetings, webinars, and cloud recordings to the named colleague.
- Step 4
Confirm and reply in Slack
Stepwork checks that ownership moved, then posts the result back in Slack.
Why Stepwork
Ownership moves before the account dies
Stepwork runs the transfer path you recorded. Customer meetings and recordings do not vanish when deactivation comes next.
Similar use cases
Similar use cases
Transfer file ownership on offboard in FigmaMoves a departing member's draft files into team projects before their account is removed.
FAQ