Create a document type brief for new meetings
Start important meetings with a clear view of the document types you can process.
Trigger
New Meeting Created
Triggers when a new Zoom meeting is created for a user.
Action
Get Enabled Document Types
Tool to retrieve enabled document types summary for the user.
Why this helps
Meeting preparation rarely includes checking the document classifications available for the planned work.
- Add document readiness to meeting prep
- Use the current enabled type catalog
- Make preparation easier to scan
Setup
Build it in a few focused steps.
- 1Connect Zoom and Docsumo in the Notis portal.
- 2Create an automation and describe the preparation brief you want.
- 3Choose New Meeting Created as the Zoom trigger.
- 4Select a report destination.
- 5Test with one real upcoming meeting.
Questions about this workflow
Can the brief include only relevant types?
Yes. In your instruction, ask Notis to select types based on the meeting topic and report uncertainty when the topic is too broad.
Does this change the Zoom meeting?
No. It only retrieves Docsumo type information and reports the result.
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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No card. Works with personal or business Docsumo.