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Enrich meeting summaries with earnings context

Make updated meeting summaries more useful with the latest company call context.

Trigger

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

Action

Earnings Call Transcript

Tool to retrieve the earnings call transcript for a given company and quarter. use after confirming symbol and quarter. returns full transcript text and associated llm-based sentiment signals.

Why this helps

Meeting summaries capture discussion but miss external financial context.

  • Adds external context automatically
  • Surfaces management commentary
  • Shortens post meeting research

Setup

Build it in a few focused steps.

  • 1Connect Zoom and Alpha Vantage in Notis once.
  • 2Create an automation and name it.
  • 3Tell Notis to retrieve the earnings call transcript for the specified symbol and quarter, then extract relevant signals.
  • 4Pick Meeting Summary Created or Updated, event 21021.
  • 5Choose the report channel and test with one updated summary.

Questions about this workflow

What does this action need?

It needs a confirmed company symbol and quarter.

Is a paid Zoom plan required?

Yes. Zoom meeting summaries require a paid account with the required AI Companion access.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Zoom to Alpha vantage. A trigger fires from one place; an action lands in another.

Zoom triggers

Alpha vantage actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Get All Commodities Price Index

Tool to retrieve the global price index of all commodities. use when you need monthly, quarterly, or annual aggregated price index data for commodities.

ActionInstant

Webhook trigger

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

TriggerInstant

ALUMINUM

Tool to fetch global aluminum prices. use when you need monthly, quarterly, or annual lme aluminum price data.

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

Balance Sheet

Tool to return annual and quarterly balance sheets for a company. use when you need detailed fiscal statements for analysis.

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

Brent Crude Oil Prices

Tool to fetch brent crude oil prices. use when you need daily, weekly, or monthly brent price data.

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

Global Coffee Price

Tool to retrieve the global coffee price series. use when you need historical monthly, quarterly, or annual coffee prices.

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

COPPER

Tool to fetch global price of copper in monthly, quarterly, and annual intervals. use when you need historical copper price series for analysis.

ActionInstant

New Cloud Recording

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

TriggerPolling

Corn

Tool to retrieve global price of corn in monthly, quarterly, and annual intervals. use after verifying api key when you need historical corn price data.

ActionInstant

New Meeting Created

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

TriggerPolling

COTTON

Tool to retrieve global cotton prices in monthly, quarterly, and annual intervals. use when you need historical cotton price data.

ActionInstant

Connect any two apps with Notis in the middle.

Zoom and Alpha vantage, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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