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List ClickMeeting Chats for a New Coda Review

Start engagement review with the chat sessions already available in ClickMeeting.

Trigger

New Coda Document Trigger

Triggers when a new Coda document is created.

Action

Get Chats

Tool to retrieve a list of all chat sessions. use when you need to list available chats in your account.

Why this helps

Chat review gets skipped when someone must manually locate sessions after an event.

  • Speed engagement analysis
  • Keep review work organized
  • Reduce manual session searching

Setup

Build it in a few focused steps.

  • 1Connect Coda and ClickMeeting in Notis once.
  • 2Create an automation named Chat Session Review.
  • 3Tell Notis to list ClickMeeting chat sessions relevant to each new Coda review document and summarize the available choices.
  • 4Pick the New Coda Document trigger.
  • 5Choose a report channel and test with one review document.

Questions about this workflow

Does this retrieve chat messages?

It lists chat sessions. Use a chat details action when you have a specific chat id.

Can Notis choose the right session?

Yes, when the document provides enough context and your instruction defines the choice.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Coda to Clickmeeting. A trigger fires from one place; an action lands in another.

Coda triggers

Clickmeeting actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Create Conference

Tool to create a new conference. use when you need to schedule or start a meeting/webinar after authentication.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Create Contact

Tool to create a new contact in your clickmeeting account. use when you need to add or pre-register an attendee before scheduling an event.

ActionInstant

Coda Document Deleted Trigger

Triggers when a Coda document is deleted.

TriggerPolling

Delete Conference

Tool to delete a specific conference. use after confirming the conference is no longer needed.

ActionInstant

New Coda Document Trigger

Triggers when a new Coda document is created.

TriggerPolling

Delete Recording

Tool to delete a specific recording for a conference room. use when you need to remove an unwanted or outdated recording after confirming the conference and recording ids. deletion is irreversible.

ActionInstant

New Coda Page Trigger

Triggers when a new page is added to a Coda document.

TriggerPolling

Delete Recordings

Tool to delete all recordings for a conference room. use when you need to clear all saved recordings for a specific conference before archiving or reusing it.

ActionInstant

Specific Coda Page Updated Trigger

Triggers when a specific page within a Coda document is updated.

TriggerPolling

Generate Autologin URL

Tool to generate an autologin url for a conference participant. use when you need to provide direct access to a conference room without separate login.

ActionInstant

Generate Session PDF Report

Tool to generate a pdf report for a specific session. use when you need to download session analytics as a pdf file.

ActionInstant

Get Chat Details

Tool to retrieve details of a specific chat session. use when you have the chat id and need its metadata and messages.

ActionInstant

Connect any two apps with Notis in the middle.

Coda and Clickmeeting, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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