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Notis

Turn Zoom meeting summaries into Benchmark Email contacts

Keep follow-up audiences current after every summarized Zoom meeting.

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

Add Contact to List

Tool to add a new contact to a specific list. use after verifying the list id exists.

Why this helps

Attendee details often stay buried in meeting notes, so follow-up lists become outdated.

  • Capture follow-up contacts while meeting context is fresh
  • Reduce manual list updates after calls
  • Keep outreach audiences aligned with recent conversations

Setup

Build it in a few focused steps.

  • 1Connect Zoom and Benchmark Email in Notis once.
  • 2Create an automation named for your meeting follow-up audience.
  • 3Tell Notis to identify eligible attendees from each summary and add them to the chosen list.
  • 4Pick Meeting Summary Created or Updated as the trigger and choose a report channel.
  • 5Test with one real summarized meeting.

Questions about this workflow

Can Notis add every attendee automatically?

You can instruct Notis to add only eligible attendees and skip anyone without a usable email address.

What if the summary changes later?

The automation can reprocess the updated summary and avoid adding duplicate contacts when instructed.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

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

Zoom triggers

Benchmark email actions

Recurring trigger

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

TriggerScheduled

Delete Contact From List

Tool to delete a contact from a specific list by contactid. use when you have list and contact ids. example: "delete contact 2040826674 from list 15257899"

ActionInstant

Webhook trigger

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

TriggerInstant

Delete Contact List

Tool to delete a contact list. use after confirming that the list is no longer in use.

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

Delete Email Campaign

Tool to delete an email campaign. use when removing a campaign by its id. use after confirming the campaign id is correct.

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

Delete Linked Agency Account

Tool to delete a linked agency account. use when revoking a linked agency account by its id. use after confirming the account id is correct.

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

Delete Webhook

Tool to delete a webhook from a contact list by its id. use when removing obsolete or invalid webhooks after confirming list and webhook details.

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

Get All Confirmed Emails

Tool to retrieve all confirmed email addresses for the client account. use after user completes email confirmation flows to fetch final list.

ActionInstant

New Cloud Recording

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

TriggerPolling

Get Client Account Settings

Tool to get client account settings such as company, language, timezone, and sender info. use when you need to fetch account configuration before sending campaigns.

ActionInstant

New Meeting Created

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

TriggerPolling

Get client details

Tool to get client details including profile data, contact count, and plan information. use when verifying account profile and limits.

ActionInstant

Connect any two apps with Notis in the middle.

Zoom and Benchmark email, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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No card. Works with personal or business Benchmark email.