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Route every recording to the right Docsbot bot

Stop guessing where new meeting knowledge belongs.

Trigger

New Cloud Recording

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

Action

List Team Bots

Tool to list all bots for a given team. use after confirming the team id to retrieve all associated bots for that team.

Why this helps

Recordings are easy to create and hard to place in the correct knowledge area afterward.

  • Reduce filing decisions
  • Keep knowledge organized
  • Create a repeatable routing step

Setup

Build it in a few focused steps.

  • 1Connect Zoom and Docsbot ai once in Notis.
  • 2Create an automation that lists team bots and recommends the best match for the new recording.
  • 3Pick New Cloud Recording as the trigger.
  • 4Choose a report channel and test with one recording from a known project.

Questions about this workflow

Does it upload the recording automatically?

No. This workflow identifies the best destination bot and reports the recommendation.

Can I provide matching rules?

Yes. Include project names, meeting topic patterns, or team conventions in the instruction.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

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

Zoom triggers

Docsbot ai actions

Recurring trigger

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

TriggerScheduled

Create Bot

Tool to create a new bot within a team. use when you have a valid team id and want to provision a new bot.

ActionInstant

Webhook trigger

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

TriggerInstant

Delete Bot

Tool to delete a specific bot by its id. use after confirming the bot id is correct to permanently remove a bot from the system.

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

Generate Conversation Ticket

Tool to generate a structured support ticket from a chat agent conversation. use when you need to convert an existing conversation into a ready-to-submit helpdesk ticket.

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 Bot Details

Tool to fetch details of a specific bot by id within a team. use after confirming valid team and bot ids.

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 Team Details

Tool to fetch details of a specific team by its id. use when you need full team info including members and settings after confirming the team id.

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 Team Bots

Tool to list all bots for a given team. use after confirming the team id to retrieve all associated bots for that team.

ActionInstant

New Cloud Recording

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

TriggerPolling

List Questions

Tool to list all questions asked of a specific bot. use after confirming the bot's identifier. example: "list questions for bot abc123 with status 'unanswered'."

ActionInstant

New Meeting Created

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

TriggerPolling

List Bot Sources

Tool to list all sources for a specific bot. use when you need to retrieve paginated source lists after confirming the bot's identifier.

ActionInstant

Connect any two apps with Notis in the middle.

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

When this happens · Trigger

Do this · Action

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