Keep Cody context aligned with Zoom user changes
Refresh working context when team roles and contact details change.
Trigger
User Information Changed
Triggers when a Zoom user's information changes. Detects changes such as: - Profile information updates (name, email, display name) - Role or type changes - Department, job title, or location updates - Contact information changes (phone, timezone) - Status changes (active, inactive, pending) - Settings updates (language, pronouns, etc.)
Action
Update Conversation
Tool to update a conversation by its ID including name, bot_id, and document_ids. Use when you need to modify an existing conversation's properties.
Why this helps
Outdated people context causes confusion in recurring operational conversations.
- Reduce stale team context
- Keep recurring conversations relevant
- Lower manual maintenance
Setup
Build it in a few focused steps.
- 1Connect Zoom and Cody in Notis once.
- 2Create the automation and identify the Cody conversation to maintain.
- 3Tell Notis to update that conversation when relevant Zoom user information changes, using the new role or profile context.
- 4Pick User Information Changed as the trigger.
- 5Choose a report channel and test with one user update.
Questions about this workflow
Which user fields can change?
Zoom may report profile, role, department, contact, timezone, and status changes.
Can this update conversation documents too?
This workflow updates the conversation properties; document updates require a document action.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Zoom to Cody. A trigger fires from one place; an action lands in another.
Zoom triggers
Cody actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Conversation
Tool to create a new conversation with a specified bot. Use when starting a new conversation thread with optional focus mode to limit bot's knowledge base to specific documents.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Document
Tool to create a new document with text or HTML content in Cody AI. Use when you need to add documents to Cody's knowledge base with up to 768 KB of content.
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 Document From File
Tool to create a document by uploading a file (up to 100 MB). Supports txt, md, rtf, pdf, ppt, pptx, pptm, doc, docx, docm formats. Use when you need to add file-based documents to Cody's knowledge base. The file is processed asynchronously.
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
Create Document from Webpage
Tool to create a document from a publicly accessible webpage URL. Use when you need to import content from a webpage into Cody AI. The webpage must be accessible without login. If request fails, ensure the URL is publicly accessible and not blocked by a firewall.
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
Create Folder
Tool to create a new folder in Cody AI for organizing content. Use when you need to create a folder to organize documents or conversations.
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
Delete Conversation
Tool to delete a conversation by its ID. Use when you need to permanently remove a conversation from the system.
New Cloud Recording
Triggers when a new cloud recording meeting instance appears for a user.
Delete Document
Tool to delete a document by id. Use when removing a document that is no longer needed.
New Meeting Created
Triggers when a new Zoom meeting is created for a user.
Get Conversation
Tool to fetch a conversation by its ID from Cody AI. Use when you need to retrieve details about a specific conversation. Supports optional includes parameter to filter response to list document IDs.
Connect any two apps with Notis in the middle.
Zoom and Cody, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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