Send a Docnify document after a Zoom meeting summary
Turn a completed Zoom summary into a clear signature next step.
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
Send Document
Tool to send a document for signing. Use after confirming the document's ID, adding recipients, and uploading content.
Why this helps
Follow-up documents get forgotten after productive meetings.
- Reduces post-meeting context switching
- Creates a consistent signature handoff
- Keeps follow-up moving while details are fresh
Setup
Build it in a few focused steps.
- 1Connect Zoom and Docnify in Notis once.
- 2Create an automation and describe which document and recipient to use.
- 3Pick Meeting Summary Created or Updated as the trigger.
- 4Choose where run reports should go and test with one real summary.
Questions about this workflow
Can Notis create the document first?
This workflow sends an existing Docnify document. Provide the document ID or an unambiguous way to identify it.
Does this work with every Zoom plan?
The Zoom meeting summary trigger requires a paid Zoom account with AI Companion enabled.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Zoom to Docnify. A trigger fires from one place; an action lands in another.
Zoom triggers
Docnify actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add Document Recipient
Tool to add a recipient to a document. Use after confirming the document's ID. Optionally specify signing order and authentication options.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Document Fields
Tool to create one or more fields on a document. Use after fetching a document to add fields before sending.
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
Delete Document
Tool to delete a specific document by its ID. Use when you have confirmed the document should be permanently removed.
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
Delete Document Field
Tool to delete a field from a document. Use when you need to remove a specific field from an existing document.
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
Delete document recipient
Tool to remove a recipient from a document. Use after verifying document and recipient IDs to revoke access.
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
Get Document
Tool to fetch a specific document by its ID. Use when you need to view a document's current state and metadata.
New Cloud Recording
Triggers when a new cloud recording meeting instance appears for a user.
Get Template
Tool to fetch a specific template by its ID. Use to view a template's details and metadata.
New Meeting Created
Triggers when a new Zoom meeting is created for a user.
List Documents
Tool to list documents in the Docnify account.
Connect any two apps with Notis in the middle.
Zoom and Docnify, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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