Add Zoom meeting context to Coupa expense reports
Give every business expense the context reviewers need.
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
Add Comment to Expense Report
Tool to add a comment to an expense report. Use when you need to add notes or feedback to an existing expense report.
Why this helps
Expense reviewers see receipts without the meeting purpose or business decision that explains them.
- Improve review context
- Reduce clarification messages
- Create stronger audit trails
Setup
Build it in a few focused steps.
- 1Connect Zoom and Coupa in Notis once.
- 2Create an automation that summarizes relevant decisions into an expense report comment.
- 3Pick Meeting Summary Created or Updated as the trigger.
- 4Choose the run report channel and test with one real summary.
Questions about this workflow
How does it find the expense report?
The summary must include an expense report reference or identifying context supplied by the user.
Can it change expense amounts?
No, this workflow adds explanatory comments only.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Zoom to Coupa. A trigger fires from one place; an action lands in another.
Zoom triggers
Coupa 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 Account
Tool to retrieve a specific account by ID. Use when you need detailed account information including segments, type, and status.
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 Meeting Created
Triggers when a new Zoom meeting is created for a user.
Get Account Type
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Connect any two apps with Notis in the middle.
Zoom and Coupa, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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