Process participant documents after a Zoom meeting
A new participant record can start the document workflow immediately.
Trigger
New Meeting Participant
Triggers when a new participant appears in a past meeting's participant report.
Action
Create Document
Tool to upload a new document for parsing. use when you have the document file or a public url and need to extract structured data immediately.
Why this helps
Participant follow-up often stalls because supporting documents are handled later.
- Start participant intake sooner
- Standardize document processing
- Reduce follow-up gaps
Setup
Build it in a few focused steps.
- 1Connect Zoom and Affinda in Notis.
- 2Create an automation for participant document intake.
- 3Tell Notis to send any supplied participant document to Affinda for parsing.
- 4Pick New Meeting Participant as the trigger and choose a report channel.
- 5Test with one participant record that includes a document.
Questions about this workflow
Does Zoom always provide a participant document?
No. The workflow can run only when a usable document or URL is available in the event context.
What if no file is available?
Notis should report that the required document input is missing.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Zoom to Affinda. A trigger fires from one place; an action lands in another.
Zoom triggers
Affinda actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Batch Update Annotations
Tool to update multiple annotations in one request. use when you need to modify parsed values or other fields across many annotations at once.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Collection
Tool to create a new collection. use after you have a valid workspace id and want to group documents by a specific extractor within that workspace.
Daily Usage Report Changed
Triggers when the Zoom daily usage report changes for a selected year/month. This trigger monitors daily usage statistics including: - New users added - Number of meetings held - Participant counts - Meeting minutes consumed
Create Document
Tool to upload a new document for parsing. use when you have the document file or a public url and need to extract structured data immediately.
Meeting Details Changed
Triggers when a specific meeting's details change. Detects changes such as: - Meeting topic changes - Agenda updates - Schedule changes (timezone, duration) - Settings modifications (waiting room, recording, video, etc.) - Password changes - Recurrence pattern updates
Create Organization
Tool to create a new organization. use when you have a unique organization name and want to group resources under it.
Meeting Recording Changed
Triggers when a specific meeting's cloud recordings change. Detects changes such as: - New recording files appearing - Recording processing completion (status changes) - Recording metadata changes (count, size, etc.) - New participant audio files
Create RESTHook Subscription
Tool to create a new resthook subscription. use after confirming your webhook endpoint is ready to receive document event notifications.
Meeting Summary Created or Updated
Triggers when a meeting summary is created or updated for a specific meeting. IMPORTANT: This trigger requires a PAID Zoom account (Pro, Business, or Enterprise plan). Free Zoom accounts cannot use this feature. Additionally requires: - AI Companion feature enabled in account settings - Meeting must not be end-to-end encrypted (E2EE) - Meeting summary must be enabled and generated for the meeting
Create Tag
Tool to create a new tag. use when you need to label documents in a specific workspace.
New Cloud Recording
Triggers when a new cloud recording meeting instance appears for a user.
Create Validation Result
Tool to create a validation result. use when recording validation outcomes for a document after parsing.
New Meeting Created
Triggers when a new Zoom meeting is created for a user.
Create Workspace
Tool to create a new workspace. use when you need to programmatically create a workspace container within an organization.
Connect any two apps with Notis in the middle.
Zoom and Affinda, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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