Keep webinar sessions connected to deal follow-up
Have Notis gather session information for a known room and summarize the parts that matter to the deal you name.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Conference Sessions
Retrieves past sessions held in a conference room.
Why this helps
Post-webinar session details can be overlooked when the deal team has already moved on to other work.
- Bring session information into the deal follow-up routine.
- Reduce manual searching after a webinar.
- Create a concise report for the deal context you specify.
Setup
Build it in a few focused steps.
- 1Connect Affinity and ClickMeeting once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name the session review.
- 3In one instruction, specify the Affinity deal and ClickMeeting conference, then ask Notis to retrieve sessions and summarize relevant follow-up.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real conference that has session data.
Questions about this workflow
Can this summarize what attendees said?
This action retrieves conference sessions. Use session-specific actions for attendee or Q&A details when those are needed.
What if the conference has no sessions yet?
The run can report that no session details were returned. It cannot infer event outcomes that are not present.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinity to Clickmeeting. A trigger fires from one place; an action lands in another.
Affinity triggers
Clickmeeting actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Conference
Create a conference to schedule or start a meeting or webinar.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Access Tokens
Generates access tokens for participants when a conference room uses token protection.
Create Contact
Add a contact or pre-register an attendee.
Delete Conference
Delete a conference.
Delete Recording
Permanently deletes a conference recording; it cannot be recovered.
Delete Recordings
Deletes all recordings for a conference room.
Delete File
Generate Autologin URL
Creates a time-sensitive link for a participant to access a conference room directly.
Connect any two apps with Notis in the middle.
Affinity and Clickmeeting, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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