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Create a document workflow copy for every recording

Give every new recording its own document workflow without rebuilding setup.

Trigger

New Cloud Recording

Triggers when a new cloud recording meeting instance appears for a user.

Action

Duplicate Automation

Tool to create a copy of an existing automation with ' COPY' appended to the title. Use when you need to duplicate an existing automation without recreating it from scratch.

Why this helps

Repeated recording deliverables often require the same setup with small per-meeting changes.

  • Reuses a proven automation design
  • Separates each recording workflow
  • Reduces setup time after meetings

Setup

Build it in a few focused steps.

  • 1Connect Zoom and DocsAutomator in Notis once.
  • 2Create an automation and instruct Notis to duplicate the approved DocsAutomator automation when a new cloud recording appears.
  • 3Pick the New Cloud Recording trigger.
  • 4Choose where run reports go.
  • 5Test with one recording.

Questions about this workflow

What name will the copy have?

DocsAutomator appends COPY to the duplicated automation title.

Can the copy use a different template?

Ask Notis to update the copy afterward if you have a valid template link.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Zoom to Docsautomator. A trigger fires from one place; an action lands in another.

Zoom triggers

Docsautomator actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Create Automation

Tool to create a new DocsAutomator automation with specified data source and optional Google Doc template. Use when you need to set up a new document automation workflow. PDF templates must be uploaded through the DocsAutomator app interface.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Delete Automation

Tool to permanently delete an automation and all associated data. Use when you need to remove an automation that is no longer needed. This action cannot be undone.

ActionInstant

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

TriggerPolling

Duplicate Automation

Tool to create a copy of an existing automation with ' COPY' appended to the title. Use when you need to duplicate an existing automation without recreating it from scratch.

ActionInstant

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

TriggerPolling

Get Automation Details

Tool to retrieve details of a specific automation by its ID. Use when you need to fetch configuration, data source settings, and template information for an automation.

ActionInstant

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

TriggerPolling

Get Queue Statistics

Tool to retrieve current document generation queue statistics for your workspace. Use when monitoring queue health or checking processing capacity.

ActionInstant

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

TriggerPolling

List Automations

Tool to retrieve all automations in your workspace with their basic details. Use when you need to view, list, or enumerate existing automations.

ActionInstant

New Cloud Recording

Triggers when a new cloud recording meeting instance appears for a user.

TriggerPolling

List Signing Sessions

Tool to retrieve signing sessions with optional filtering by status or signer email. Returns paginated results. Use when you need to list or search for signing sessions in DocsAutomator.

ActionInstant

New Meeting Created

Triggers when a new Zoom meeting is created for a user.

TriggerPolling

Send Test Email

Tool to send a test email with a sample PDF attachment to verify email configuration. Use when you need to test email delivery for a specific automation. Rate limited to 25 emails per hour per automation.

ActionInstant

Connect any two apps with Notis in the middle.

Zoom and Docsautomator, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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