Prepare Docsumo intake from every new recording
Turn each new recording into a ready-to-use document intake plan.
Trigger
New Cloud Recording
Triggers when a new cloud recording meeting instance appears for a user.
Action
Get User Document Types
Tool to list available user document types and user info. use when you need to discover all supported document classifications and user limits.
Why this helps
Recording links arrive without a clear next step for the documents the team needs.
- Create a repeatable intake handoff
- Surface available user document types
- Reduce manual triage after meetings
Setup
Build it in a few focused steps.
- 1Connect Zoom and Docsumo once in Notis.
- 2Create an automation with one plain-language intake instruction.
- 3Select New Cloud Recording as the trigger.
- 4Pick the channel for run reports.
- 5Test with one newly created cloud recording.
Questions about this workflow
Can this infer documents from audio?
Notis can use the event data available to it; if the recording content is not exposed, ask it to report that context is missing.
What does the action return?
It lists available Docsumo user document types and user information.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Zoom to Docsumo. A trigger fires from one place; an action lands in another.
Zoom triggers
Docsumo actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get Enabled Document Types
Tool to retrieve enabled document types summary for the user.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get User Document Types
Tool to list available user document types and user info. use when you need to discover all supported document classifications and user limits.
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
MCA Analysis
Tool to perform merchant cash advance (mca) analysis on bank statements. use when you need a month-by-month breakdown of account credits, debits, and balances after documents are processed.
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
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
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
New Cloud Recording
Triggers when a new cloud recording meeting instance appears for a user.
New Meeting Created
Triggers when a new Zoom meeting is created for a user.
Connect any two apps with Notis in the middle.
Zoom and Docsumo, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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