flowres integrates all your day-to-day research project work and communication tools to ensure nothing slips through. Zoom integration on flowres helps you track and manage fieldwork with your team on a platform where you manage your tasks, documents, and chat as well.
Zoom integration on flowres allows you to do extra. You can invite participants or respondents to your meeting and an email will be sent to them to perform a tech check so during the interviews there are no technical difficulties.
Following are prerequisites if you chose to manage this workflow on flowres -
To get started, create a new project on flowres. You can invite your team, and suppliers and add details and documents for their reference or skip these steps.
When you complete the process, you will be taken to the project dashboard. A project dashboard is a separate dashboard for each research project where you can collaborate with your invited team members. If you are doing this for the first time, you will see a button “Sign in with Zoom” on the left.
Click on the button and authorize flowres for the following permissions -
Once you are done authorizing flowres, you will be taken back to the project dashboard. You can create a new meeting/webinar with very few details -
Once you create the meet, you will have the option to add external participants or respondents. You can paste a list directly from Excel/CSV/Google Sheet, or add it on your own. The invited participant will receive a tech check link to ensure there will be no basic issues such as internet, camera, and microphone.
When the meeting concludes, you will be able to see meeting recordings and reports, shared between your team and suppliers on the project. You can also download them on your local system.
f you run into trouble, in most cases, you will get an alert about the problem. You can refer to the following checklist to ensure everything sails smoothly -
You can remove access from your Zoom account. Follow the below steps to do so -
Please note that at any point, we don’t save any of your Zoom data that was not initiated on flowres. For example, if you created “Meeting 1”, “Meeting 2”, and “Meeting 3”, 1 & 3 on Zoom and 2 on flowres, flowres will only have data for Meeting 2. Meeting created by you on flowres stays even after your remove Zoom integration. To remove this data, you can delete the project you created on flowres.
If you need help with integration and understanding more about the process, our team is here to help! Click the chat icon on the right side to open a support ticket or have a conversation directly if we are online.
flowres is simple and innovate project management tool designed for qualitative research practitioners with aim of making Qualitative project management stress free by standardizing, automating and streamlining key research processes.
Spends time on meaningful thinking tasks, not on project management