Retrieve a follow up persona when a Zoom participant appears
Use participant changes as a cue to prepare the right follow up perspective.
Trigger
New Meeting Participant
Triggers when a new participant appears in a past meeting's participant report.
Action
Get Public Character By ID
Tool to retrieve a public character by its id. use when you need to fetch details of a single public character by providing its unique id.
Why this helps
Important participants can appear in reports after the conversation, when follow up context is already fading.
- Notice participant changes quickly
- Prepare a consistent follow up angle
- Reduce forgotten relationship tasks
Setup
Build it in a few focused steps.
- 1Connect Zoom and Chatfai in Notis once.
- 2Create an automation for participant follow up context.
- 3Tell Notis to retrieve the public Chatfai character ID you specify when a new past meeting participant appears.
- 4Pick New Meeting Participant as the trigger.
- 5Choose a report channel and test with one participant report event.
Questions about this workflow
Is this triggered during the live meeting?
No. Zoom reports this event when a new participant appears in a past meeting participant report.
Can the persona vary by participant?
Yes. Your instruction can define how to choose or provide a character ID based on the available participant context.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Zoom to Chatfai. A trigger fires from one place; an action lands in another.
Zoom triggers
Chatfai actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get Public Character By ID
Tool to retrieve a public character by its id. use when you need to fetch details of a single public character by providing its unique id.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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
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
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
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 Chatfai, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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