Review an attendee profile before follow-up
Bring a specified attendee's details back into view before preparing document-related meeting follow-up.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Attendee Details
Retrieve the details of a specific attendee.
Why this helps
Meeting follow-up takes longer when attendee context has to be found again each time.
- Retrieve a specified attendee's full profile.
- Make meeting follow-up context easier to review.
- Use a supplied attendee ID to avoid ambiguity.
Setup
Build it in a few focused steps.
- 1Connect Affinda and ChMeetings once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for attendee profile checks.
- 3Tell Notis to retrieve the supplied attendee ID and summarize available profile details for meeting follow-up.
- 4Pick a recurring schedule and choose where run reports go.
- 5Test with one real attendee ID.
Questions about this workflow
Does the action look up attendees by name?
The action retrieves details for a specific attendee. Supply the attendee ID.
Does this workflow change the attendee record?
No. It retrieves and summarizes attendee details.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinda to Chmeetings. A trigger fires from one place; an action lands in another.
Affinda triggers
Chmeetings actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Invite Meeting Attendee
Invite a new attendee to a meeting.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get Attendee Details
Retrieve the details of a specific attendee.
ChMeetings: Create Meeting
Create and schedule a meeting.
ChMeetings: Create Organization
Create a new organization.
ChMeetings: Create Reminder
Create a reminder for a meeting.
Delete Meeting Attendee
Remove an attendee from a meeting.
List Meeting Attendees
List the attendees of a meeting.
ChMeetings: Delete Meeting
Permanently delete an existing meeting.
Connect any two apps with Notis in the middle.
Affinda and Chmeetings, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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