Review ChMeetings settings monthly
Keep account choices visible before they create friction in daily work.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
ChMeetings: Get Settings
Tool to retrieve account configuration settings. Returns the available lookup values for genders, social statuses, grade levels, and family roles used throughout ChMeetings. Use when you need to know what options are available for creating or updating people and families.
Why this helps
Settings and lookup options are easy to forget, so profile updates become inconsistent.
- Keep available options visible
- Support more consistent profile updates
- Create a lightweight monthly check
Setup
Build it in a few focused steps.
- 1Connect ChMeetings in Notis once.
- 2Create an automation for a monthly settings review.
- 3Tell Notis to retrieve ChMeetings settings and summarize available lookup values that are relevant to current people workflows.
- 4Pick a Notis cron trigger and set the monthly schedule.
- 5Choose a report channel and test with one scheduled run.
Questions about this workflow
Does this change account settings?
No. It retrieves and reports the current settings.
Why review lookup values?
They show the valid options available when creating or updating people records.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Fireflies to Chmeetings. A trigger fires from one place; an action lands in another.
Fireflies triggers
Chmeetings actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Invite Meeting Attendee
Tool to invite a new attendee to a specified meeting. Use when you need to add attendees before the meeting begins.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get Attendee Details
Tool to retrieve details for a specific attendee. Use when you have an attendee_id and need the attendee's full profile.
Transcription Complete Trigger
Triggers when a transcription is complete. Polls Fireflies API for transcripts created or updated since the last poll time. Handles rate limiting gracefully.
ChMeetings: Create Meeting
Tool to create a new meeting in ChMeetings. Use when you have all meeting details and need to schedule it via the ChMeetings API.
ChMeetings: Create Organization
Tool to create a new organization.
ChMeetings: Create Reminder
Tool to create/schedule a reminder for a meeting in ChMeetings.
Delete Meeting Attendee
Tool to remove an attendee from a meeting. Use after confirming attendee details.
List Meeting Attendees
Tool to list attendees of a meeting. Use when you need to retrieve attendees for a specific meeting.
ChMeetings: Delete Meeting
Tool to delete an existing meeting. Use when you have confirmed the meeting ID to permanently remove the meeting.
Connect any two apps with Notis in the middle.
Fireflies and Chmeetings, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Chmeetings.