Add a Coinbase wallet brief to every meeting summary
Turn a finished meeting summary into one useful operating brief.
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
List Wallets
Retrieve all wallets from coinbase via the cdp sdk.
Why this helps
Meeting summaries capture decisions, but the financial context still requires a separate manual check.
- Adds current wallet context to summary reviews
- Creates a consistent post-meeting artifact
- Helps founders spot follow-up needs sooner
Setup
Build it in a few focused steps.
- 1Connect Zoom and Coinbase once in Notis.
- 2Create an automation for summary-based reviews.
- 3In one instruction, ask Notis to list wallets and append a concise financial brief to the summary report.
- 4Pick Meeting Summary Created or Updated as the trigger.
- 5Choose a report channel and test with one real summary.
Questions about this workflow
Is a paid Zoom plan required?
Yes. This trigger requires a paid Zoom account with AI Companion enabled.
Can the brief make transfers?
No. The available Coinbase action only lists wallets.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Zoom to Coinbase. A trigger fires from one place; an action lands in another.
Zoom triggers
Coinbase actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
List Wallets
Retrieve all wallets from coinbase via the cdp sdk.
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 Coinbase, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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