Triage prior Chatbotkit context for new participants
Before following up, see whether the participant already has useful conversation history.
Trigger
New Meeting Participant
Triggers when a new participant appears in a past meeting's participant report.
Action
List Conversations
Tool to retrieve a paginated list of conversations. use when you need to page through conversation history.
Why this helps
Manual context checks are skipped when participant reports arrive in batches.
- Reduces duplicate questions
- Improves follow-up context
- Supports faster triage
Setup
Build it in a few focused steps.
- 1Connect Zoom and Chatbotkit in Notis.
- 2Create an automation describing the conversation history to find.
- 3Select New Meeting Participant as the trigger.
- 4Choose a report channel and test with one participant.
Questions about this workflow
What if no history exists?
The workflow can report that no matching conversation was found, based on the available search clues.
Can it cover recurring participants?
Yes. Define the matching rule for names, organizations, or topics in the instruction.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Zoom to Chatbotkit. A trigger fires from one place; an action lands in another.
Zoom triggers
Chatbotkit actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Complete Conversation
Tool to send a message to a conversation and receive the bot’s reply. use after retrieving or initiating a conversation id.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Integration
Tool to create a new integration. use when you need to set up a support channel integration for a bot after collecting the integration details.
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 Skillset
Tool to create a new skillset. use when you need to group multiple skills into a single reusable unit.
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
List Bots
Tool to retrieve a paginated list of all bots. use when you need to browse or manage multiple bots, and iterate pages via cursor.
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
List conversation messages
Tool to list messages in a conversation with pagination. use after obtaining a conversation id to fetch messages page by page.
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
List Conversations
Tool to retrieve a paginated list of conversations. use when you need to page through conversation history.
New Cloud Recording
Triggers when a new cloud recording meeting instance appears for a user.
List Datasets
Tool to list datasets. use when you need to browse or paginate through available datasets.
New Meeting Created
Triggers when a new Zoom meeting is created for a user.
List Integrations
Tool to retrieve a list of trigger integrations. use when you need to browse or manage configured trigger integrations and iterate pages via cursor.
Connect any two apps with Notis in the middle.
Zoom and Chatbotkit, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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