Prepare a document template ID for each new meeting
Start every new meeting with a ready identifier for its document workflow.
Trigger
New Meeting Created
Triggers when a new Zoom meeting is created for a user.
Action
Generate Template ID
Tool to generate a unique template id for a new template. use when you need the template identifier before uploading.
Why this helps
Document setup gets forgotten when a new meeting is created under time pressure.
- Create consistent meeting assets
- Reduce setup omissions
- Support repeatable document generation
Setup
Build it in a few focused steps.
- 1Connect Zoom and Carbone in Notis once.
- 2Create an automation named New Meeting Document Setup.
- 3Tell Notis to generate a Carbone template ID and record the meeting topic for later document generation.
- 4Pick New Meeting Created as the trigger and choose a report channel.
- 5Test it with one newly created meeting.
Questions about this workflow
Does this upload a template too?
No. This workflow only generates the identifier so a later workflow can upload or render a template.
Can the ID be tied to a recurring series?
Notis can include the Zoom meeting details returned by the trigger in the run report.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Zoom to Carbone. A trigger fires from one place; an action lands in another.
Zoom triggers
Carbone actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Delete Carbone Template
Tool to delete a template from the carbone server. use after confirming you have the correct template id.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Download Template
Tool to download a template from carbone by template id. use when you need to retrieve the original template file.
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
Generate Carbone Report
Tool to generate a carbone report from a template and json data. use when you need to render documents in various formats.
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
Generate Template ID
Tool to generate a unique template id for a new template. use when you need the template identifier before uploading.
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 Carbone Server Status
Tool to retrieve the current status and health of the carbone server. use before generating reports to ensure the service is operational.
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
Set Carbone API Version
Tool to set the carbone api version to be used for subsequent requests. use before rendering or managing templates to ensure correct version is applied.
New Cloud Recording
Triggers when a new cloud recording meeting instance appears for a user.
Upload a template
Tool to upload a template to the carbone server. use when you need to add or replace a template by providing its content.
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 Carbone, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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