Send scope approval when the meeting summary lands
Move from alignment to an approval request while decisions are clear.
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
Send Document
Tool to send a document for eSignature. Use when you need to deliver documents to recipients for signing.
Why this helps
Teams agree in a meeting, then wait days before the scope document reaches them.
- Capture decisions while fresh
- Shorten approval cycles
- Create a consistent handoff
Setup
Build it in a few focused steps.
- 1Connect Zoom and BoldSign once in Notis.
- 2Create an automation that prepares and sends the appropriate BoldSign scope approval after a summary is created or updated.
- 3Pick Zoom Meeting Summary Created or Updated as the trigger.
- 4Choose a report channel and test with one eligible summary.
Questions about this workflow
Is a paid Zoom plan required?
Yes. This Zoom trigger requires a paid Zoom account with AI Companion enabled.
Can Notis summarize the scope into the document?
Notis can use the available summary and your instruction, provided the document source supports the required content.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Zoom to Boldsign. A trigger fires from one place; an action lands in another.
Zoom triggers
Boldsign actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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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
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Connect any two apps with Notis in the middle.
Zoom and Boldsign, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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