Prepare for renewals with the latest call context
When renewal details change, retrieve the relevant customer call summary before planning the next conversation.
Trigger
Page Properties Updated
Triggers when properties of a Notion page are updated. Customer optionally scopes with at most one of: - data_source_id: any row in this data source - page_id: this specific page - parent_page_id: any page whose immediate parent is this page With none set, fires for any property change in the workspace the integration has access to. Adding a column to a data source fires this trigger once per existing row. Customers can branch on `data.updated_properties` (array of property IDs) to filter downstream.
Action
Get Recording Summary
Tool to retrieve the AI-generated summary for a specific recording. Use when you need to access the summary of a meeting recording. Supports both synchronous mode (returns summary directly) and asynchronous mode (delivers summary to webhook URL specified in destination_url parameter).
Why this helps
Renewal work needs timely context, but important customer signals can be buried in old meeting recordings.
- Review customer signals before a renewal discussion.
- Keep commitments visible as the record evolves.
- Spend less time tracking down the last call.
Setup
Build it in a few focused steps.
- 1Connect Notion and Fathom to Notis once in the portal.
- 2Create an automation in the portal or ask Notis conversationally.
- 3Ask Notis in one instruction to retrieve the most relevant Fathom summary for the customer when a renewal record changes.
- 4Select the Notion Page Properties Updated trigger and choose where run reports should go.
- 5Test with an updated renewal record that has a known customer call.
Questions about this workflow
Will this forecast whether a customer renews?
No. It retrieves meeting context to support your preparation.
Can it run only for renewal updates?
Ask Notis to continue only when the changed page is a renewal record or the change relates to renewal preparation.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Notion to Fathom. A trigger fires from one place; an action lands in another.
Notion triggers
Fathom actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create webhook for meeting content
Tool to create a webhook to receive new meeting content from Fathom. Use when you need to set up notifications for meeting recordings. At least one of transcript, CRM matches, summary, or action items must be included in the webhook payload.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Delete Webhook
Tool to delete an existing webhook by its ID. Use when you need to remove a webhook that is no longer needed.
All Page Events
Triggers when any Notion page is created or updated across the workspace.
Get Recording Summary
Tool to retrieve the AI-generated summary for a specific recording. Use when you need to access the summary of a meeting recording. Supports both synchronous mode (returns summary directly) and asynchronous mode (delivers summary to webhook URL specified in destination_url parameter).
Comment Created
Triggers when a new comment is created in Notion. Optional `page_id` filter scopes to comments on a specific page. When omitted, fires for any new comment in the workspace the integration has access to. Requires the 'Read comments' capability on the Notion integration. If a connection was authorized before that capability was enabled, the user must re-authorize the connection for comment events to flow.
Get Recording Transcript
Tool to retrieve the full transcript for a specific recording. Use when you need to access the complete meeting transcript with speaker information and timestamps. Can operate synchronously (returns transcript directly) or asynchronously (posts transcript to a destination URL). In the response, speaker is an object — access speaker.display_name rather than treating speaker as a string. Prefer this tool over fetching transcripts via list-meetings calls with include_transcript=true, which produces extremely large responses when many meetings are returned.
New Comment
Triggers when a new comment is added to a specified Notion block or page.
List Meetings
Tool to retrieve a paginated list of meeting recordings for the authenticated user or organization. Use when you need to fetch meetings with optional filtering by dates, domains, meeting type, or recorder. Supports data enrichment via include_* parameters.
Database Created
Triggers when a new Notion database (the container) is created. A database is the post-2025-09-03 container that holds one or more data sources. This trigger fires for the container's creation event (`database.created`), distinct from `NOTION_DATASOURCE_CREATED` which fires when a new data source is added to an existing database. Most customers calling Notion's `POST /v1/databases` (the legacy API) or creating a database via the Notion UI will see this event. Adding a new data source to an existing database fires `data_source.created` instead — use `NOTION_DATASOURCE_CREATED` for that. Notion's payload puts `entity.type: "block"` (the container is a `child_database` block in the content tree) and `entity.id` is the database id.
List Team Members
Tool to retrieve a paginated list of all team members in the organization. Use when you need to view team members, optionally filtered by team name or paginated using a cursor.
Data Source Created
Triggers when a new Notion data source is created. Fires workspace-wide. The payload's `data.parent` carries the data source's tree parent (typically the teamspace) for downstream filtering. A single template-based database creation can fire multiple `data_source.created` events at once — one per data source the template instantiates.
List Teams
Tool to retrieve a paginated list of all teams in the organization. Use when you need to get information about teams accessible through the API.
Data Source Schema Updated
Triggers when a Notion data source's schema is updated. Fires on column add / remove / rename. Payload includes `data.updated_properties: [{id, name, action}]` so consumers can discriminate the kind of change downstream. Optional `data_source_id` filter scopes to schema changes on a single data source. When omitted, fires for any schema change in the workspace the integration has access to. Note: adding a column also fires `page.properties_updated` once per existing row in the data source. Customers wanting a single structural-change signal should use this trigger.
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When this happens · Trigger
Do this · Action
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