Keep Convolo context current from Zoom summaries
Turn every updated meeting summary into cleaner character context.
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
Update Character Backstory
Tool to update a character's backstory. Use when you need to modify the backstory of an existing character after confirming its ID. Only the provided fields will be updated.
Why this helps
Important customer context gets buried in meeting summaries and never reaches the assistant.
- Keeps character context current
- Reduces manual copy and paste
- Improves follow-up consistency
Setup
Build it in a few focused steps.
- 1Connect Zoom and Convolo ai in Notis once.
- 2Create an automation named for summary based context refresh.
- 3Tell Notis to review each updated summary and revise the character backstory with durable facts only.
- 4Pick Meeting Summary Created or Updated as the trigger.
- 5Choose a report channel and test with one real summary.
Questions about this workflow
What does Notis update?
It updates the selected character backstory using relevant facts from the Zoom summary.
Can it preserve existing context?
Yes. Instruct Notis to retain useful existing context and change only supported details.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Zoom to Convolo ai. A trigger fires from one place; an action lands in another.
Zoom triggers
Convolo ai actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Character
Tool to create a new character. Use when you have name, voice type, backstory, and optional actions ready.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Define or Update Character Actions
Tool to define or update the list of actions a character can perform. Use when you need to configure or adjust character capabilities before deployment.
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
Evaluate Character Performance
Tool to evaluate a character's performance based on interactions. Use after fetching a conversation session and constructing your prompt.
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
Generate Starter Conversation
Tool to generate starter conversation suggestions for a character. Use when you need opening or follow-up dialogue lines.
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
Get Character Response
Tool to generate a response from a ConvAI character based on text or audio input. Use when needing a text or voice reply in an ongoing session.
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 Voices
Tool to retrieve the list of available voice types. Use when selecting voices before generating speech.
New Cloud Recording
Triggers when a new cloud recording meeting instance appears for a user.
Set Core AI Settings
Tool to set core AI settings for a character. Use after confirming character existence.
New Meeting Created
Triggers when a new Zoom meeting is created for a user.
Update Character Backstory
Tool to update a character's backstory. Use when you need to modify the backstory of an existing character after confirming its ID. Only the provided fields will be updated.
Connect any two apps with Notis in the middle.
Zoom and Convolo ai, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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