Keep the ChMeetings people directory reviewable
Bring the people directory into a scheduled report so document follow-up does not rely on memory alone.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
ChMeetings: List People
Retrieve a list of people’s records.
Why this helps
People records created during busy document workflows can be hard to revisit without a regular review.
- Create a recurring view of people records.
- Make directory review easier to fit into a routine.
- Spot records that may need human follow-up.
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 the people directory review.
- 3Tell Notis to list ChMeetings people and summarize returned records for a concise review.
- 4Pick a recurring schedule and choose where run reports go.
- 5Test with one real run and inspect the report.
Questions about this workflow
Does this update person records?
No. It lists people and summarizes the returned records.
Can it identify records created from resumes?
Only if the returned data or supplied context identifies their source. Do not assume that source information is available.
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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No card. Works with personal or business Chmeetings.