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Notis

Keep Affinda meeting documents aligned with Zoom changes

A changed topic or schedule should not leave your document metadata behind.

Trigger

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

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

Meeting changes create mismatched names and retention details across tools.

  • Reduce mismatched document records
  • Keep metadata current
  • Lower cleanup work after rescheduling

Setup

Build it in a few focused steps.

  • 1Connect Zoom and Affinda in Notis.
  • 2Create an automation for meeting document updates.
  • 3Tell Notis to update the related Affinda document when meeting details change.
  • 4Pick Meeting Details Changed as the trigger and choose a report channel.
  • 5Test with one meeting whose topic or schedule changes.

Questions about this workflow

Which document fields can change?

Notis can update supported document fields such as name, assignment, expiry, or storage settings when the needed identifiers are available.

What if the related document cannot be found?

The run report should identify the missing document reference for follow-up.

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.

TriggerScheduled

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.

ActionInstant

Webhook trigger

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

TriggerInstant

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.

ActionInstant

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

TriggerPolling

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.

ActionInstant

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

TriggerPolling

Create Organization

Tool to create a new organization. use when you have a unique organization name and want to group resources under it.

ActionInstant

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

TriggerPolling

Create RESTHook Subscription

Tool to create a new resthook subscription. use after confirming your webhook endpoint is ready to receive document event notifications.

ActionInstant

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

TriggerPolling

Create Tag

Tool to create a new tag. use when you need to label documents in a specific workspace.

ActionInstant

New Cloud Recording

Triggers when a new cloud recording meeting instance appears for a user.

TriggerPolling

Create Validation Result

Tool to create a validation result. use when recording validation outcomes for a document after parsing.

ActionInstant

New Meeting Created

Triggers when a new Zoom meeting is created for a user.

TriggerPolling

Create Workspace

Tool to create a new workspace. use when you need to programmatically create a workspace container within an organization.

ActionInstant

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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