Turn Zoom summaries into Bolna agent reviews
Finish a meeting with a clear view of which Bolna agent needs attention.
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
Retrieve agent by id
Retrieve an agent
Why this helps
Meeting insights get buried before you can connect them to the voice agent that handles the work.
- Reduce post meeting context switching
- Keep agent changes tied to real customer conversations
- Surface a review task while the meeting is fresh
Setup
Build it in a few focused steps.
- 1Connect Zoom and Bolna in Notis once.
- 2Create an automation named Zoom summary to Bolna review.
- 3Tell Notis to retrieve the Bolna agent related to each Zoom meeting summary and explain why it needs review.
- 4Pick the Zoom Meeting Summary Created or Updated trigger.
- 5Choose a report channel and test with one real meeting summary.
Questions about this workflow
Does this change the Bolna agent automatically?
No. It retrieves the agent and prepares review context for you.
What Zoom account is required?
This trigger requires a paid Zoom account with AI Companion enabled.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Zoom to Bolna. A trigger fires from one place; an action lands in another.
Zoom triggers
Bolna actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Delete agent by id
Delete an agent
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Delete batch by id
Delete a batch
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
Fetch all batches by agent id
List all batches for agent
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
Get all agents
List all agents
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 phone numbers
List all phone numbers for your account
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 execution by id
Retrieve specific execution by `execution id`
New Cloud Recording
Triggers when a new cloud recording meeting instance appears for a user.
Make a phone call from agent
Initiate calls
New Meeting Created
Triggers when a new Zoom meeting is created for a user.
Retrieve agent by id
Retrieve an agent
Connect any two apps with Notis in the middle.
Zoom and Bolna, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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