Set retention details for new recording documents
New recordings can enter Affinda with the storage rules you want from day one.
Trigger
New Cloud Recording
Triggers when a new cloud recording meeting instance appears for a user.
Action
Update Document
Tool to update specific fields of a document. use when you need to rename, reassign, or adjust expiry and storage settings after document creation.
Why this helps
Retention decisions get postponed until files are already scattered across systems.
- Apply consistent retention decisions
- Reduce cleanup reminders
- Keep storage policy visible
Setup
Build it in a few focused steps.
- 1Connect Zoom and Affinda in Notis.
- 2Create an automation for recording retention updates.
- 3Tell Notis to update the related Affinda document with the retention or expiry settings you specify.
- 4Pick New Cloud Recording as the trigger and choose a report channel.
- 5Test with one new recording and review the updated document.
Questions about this workflow
What if no Affinda document exists yet?
The update requires an existing document reference; create the document first when needed.
Can the workflow choose a retention policy?
Yes, your natural language instruction can specify the intended expiry or storage handling.
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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