Find Connecteam task boards from Zoom meeting summaries
Move from summary to the right work queue before action items disappear.
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
Get Task Boards
Tool to retrieve all task boards. use after authenticating with a valid api key to list available task boards.
Why this helps
Meeting summaries often get read once and then lose their connection to execution.
- Shorten the path to execution
- Keep follow-up visible
- Reduce manual board hunting
Setup
Build it in a few focused steps.
- 1Connect Zoom and Connecteam once in Notis.
- 2Create an automation for summary to task board review.
- 3Tell Notis to read the Zoom summary and return the Connecteam task boards that best fit the follow-up.
- 4Pick Meeting Summary Created or Updated as the trigger and choose a report channel.
- 5Test with one real meeting summary.
Questions about this workflow
Is a paid Zoom plan required?
Yes. Zoom meeting summaries require a paid plan and AI Companion enabled.
Does it create tasks?
This workflow retrieves task boards. Ask for a separate supported action if you need task creation.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Zoom to Connecteam. A trigger fires from one place; an action lands in another.
Zoom triggers
Connecteam actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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Webhook trigger
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Meeting Details Changed
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Meeting Recording Changed
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Get Custom Field Categories
Tool to retrieve all custom field categories. use when you need to list or filter custom field categories in your connecteam account.
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
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New Cloud Recording
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Tool to retrieve all form definitions from connecteam. use when you need to list all existing forms after enabling the forms api.
New Meeting Created
Triggers when a new Zoom meeting is created for a user.
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Connect any two apps with Notis in the middle.
Zoom and Connecteam, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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