Find the right template for every new meeting
Start each meeting workflow with a clear view of available document templates.
Trigger
New Meeting Created
Triggers when a new Zoom meeting is created for a user.
Action
Get or list templates
Tool to retrieve or list existing templates. Use when needing template IDs and metadata before making updates or generating documents.
Why this helps
Choosing a document format from memory creates inconsistent meeting records.
- Review current templates at meeting creation
- Reduce format decisions later
- Keep meeting records consistent
Setup
Build it in a few focused steps.
- 1Connect Zoom and Docugenerate once in Notis
- 2Create an automation and describe the template lookup in one instruction
- 3Pick New Meeting Created as the trigger
- 4Choose where run reports should go
- 5Test it with one newly created meeting
Questions about this workflow
Does this generate a document?
No. It retrieves or lists templates so a later generation step can use the correct template.
Can the result include template metadata?
Yes. Docugenerate returns available template information and metadata.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Zoom to Docugenerate. A trigger fires from one place; an action lands in another.
Zoom triggers
Docugenerate actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Generate documents from template
Tool to generate document(s) from a template by merging JSON data or uploading a data file. Use when you need to programmatically produce one or more documents and receive metadata including a download URL.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Generate documents as ZIP
Tool to bulk generate multiple documents into a ZIP archive. Use when you need a batch of docs packaged as ZIP.
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 document with attachments
Tool to generate a PDF with embedded attachments. Use when you need to bundle extra files into the PDF output.
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
Generate document with merge
Tool to generate a PDF and append additional PDF files. Use when you need to merge extra pages into a generated document.
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
Update Document
Tool to update a document's metadata. Use when renaming an existing document after confirming the document 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
Get or list templates
Tool to retrieve or list existing templates. Use when needing template IDs and metadata before making updates or generating documents.
New Cloud Recording
Triggers when a new cloud recording meeting instance appears for a user.
Update Template
Tool to update a template’s file and settings. Use after confirming the template ID and desired inputs.
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 Docugenerate, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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