Keep your Docsbot context aligned with Zoom summaries
Turn every updated meeting summary into useful context for your Docsbot bot.
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 Bot
Tool to update specific fields for a bot (e.g., name, description, settings). use after confirming valid team and bot ids.
Why this helps
Important decisions stay trapped in meeting summaries and quickly become outdated in your support bot.
- Reduce repeated explanations
- Keep bot context current
- Capture decisions without manual copying
Setup
Build it in a few focused steps.
- 1Connect Zoom and Docsbot ai once in Notis.
- 2Create an automation and describe that the latest summary should update a selected bot description.
- 3Pick Meeting Summary Created or Updated as the trigger.
- 4Choose where run reports should go and test with one real meeting summary.
Questions about this workflow
Does this require a paid Zoom plan?
Yes. Zoom meeting summaries require a paid Zoom account with AI Companion enabled.
Can Notis rewrite the summary before updating the bot?
Yes. Tell Notis to extract decisions, scope, and open questions before applying the update.
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.
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.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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.
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
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.
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
Get Bot Details
Tool to fetch details of a specific bot by id within a team. use after confirming valid team and bot ids.
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 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.
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 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.
New Cloud Recording
Triggers when a new cloud recording meeting instance appears for a user.
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'."
New Meeting Created
Triggers when a new Zoom meeting is created for a user.
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.
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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