Create client feedback forms from Zoom meeting summaries
Capture the next client insight while the conversation is still fresh.
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
Create form
Tool to create a new form. use when you need to define and store a form structure.
Why this helps
Feedback requests get forgotten after busy client calls.
- Turn meeting context into a ready-to-send form
- Reduce follow-up delays
- Keep feedback collection consistent
Setup
Build it in a few focused steps.
- 1Connect Zoom and Byteforms in Notis once.
- 2Create an automation named for your client feedback process.
- 3Tell Notis to create a Byteforms feedback form based on each Zoom meeting summary, with concise questions tailored to the discussion.
- 4Pick the Zoom Meeting Summary Created or Updated trigger.
- 5Choose a report channel, then test with one real meeting summary.
Questions about this workflow
Does this require a paid Zoom plan?
Yes. Zoom meeting summaries require a Pro, Business, or Enterprise account with AI Companion enabled.
Can Notis tailor questions to the summary?
Yes. Your instruction can ask Notis to use the summary context when creating the form.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Zoom to Byteforms. A trigger fires from one place; an action lands in another.
Zoom triggers
Byteforms actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create form
Tool to create a new form. use when you need to define and store a form structure.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Delete Form
Tool to delete a form by its id. use when you need to remove an existing form permanently.
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
Get all forms
Tool to fetch all forms created by the authenticated user. use after authentication to list existing forms.
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 Form By ID
Tool to retrieve a specific form using its id. use when you need to fetch form details by providing the form's unique identifier.
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 Form Responses
Tool to retrieve responses for a specific form with optional pagination and filtering. use when the form has collected submissions and you need to navigate large result sets.
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
New Cloud Recording
Triggers when a new cloud recording meeting instance appears for a user.
New Meeting Created
Triggers when a new Zoom meeting is created for a user.
Connect any two apps with Notis in the middle.
Zoom and Byteforms, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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