Turn meeting summaries into tailored template reviews
Use the conversation context to inspect the template that best fits the next step.
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
Get Template Details
Tool to retrieve details of a specific template. use after selecting the template id to fetch metadata.
Why this helps
Template choice is often delayed because meeting insights and proposal structure are separated.
- Shortens the path from insight to draft
- Makes template decisions more deliberate
- Keeps proposal structure tied to client context
Setup
Build it in a few focused steps.
- 1Connect Zoom and Better Proposals in Notis once.
- 2Create an automation for summary-led template review.
- 3Tell Notis which template to inspect and ask it to explain how its details fit the meeting summary.
- 4Pick Meeting Summary Created or Updated as the trigger and choose a report channel.
- 5Test with one summary.
Questions about this workflow
Do I need to provide a template id?
Yes, the selected template must be identifiable before its details can be retrieved.
Will the template be edited?
No. The action retrieves template details only.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Zoom to Better proposals. A trigger fires from one place; an action lands in another.
Zoom triggers
Better proposals actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get All Document Types
Tool to retrieve a paginated list of all document types. use when you need to display or select a document type id.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Company
Tool to create a new company. use after confirming the company does not already exist.
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 Type
Tool to create a new document type. use after confirming the desired type name does not already exist.
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 Proposal Cover
Tool to create a new proposal cover design. use when you need a custom cover design before sending out a proposal. use after finalizing cover settings.
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
Get All Companies
Tool to retrieve a paginated list of all companies. use when listing available companies for display or selection.
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
Get All Currencies
Tool to retrieve a paginated list of all currencies. use when listing available currency options before selection.
New Cloud Recording
Triggers when a new cloud recording meeting instance appears for a user.
Get All Document Types
Tool to retrieve a paginated list of all document types. use when you need to display or select a document type id.
New Meeting Created
Triggers when a new Zoom meeting is created for a user.
Get All Proposals
Tool to retrieve a paginated list of all proposals. use when you need to fetch proposals list after validating credentials.
Connect any two apps with Notis in the middle.
Zoom and Better proposals, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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