Build a template shortlist from each Zoom summary
Give every summarized meeting a clear set of document options.
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
List Templates
Tool to list all templates in the authenticated user's account. use after obtaining a valid api key.
Why this helps
A summary can explain what happened without making the next document step obvious.
- Make next steps easier to choose
- Improve template discoverability
- Reduce decision fatigue
Setup
Build it in a few focused steps.
- 1Connect Zoom and Documint in Notis once.
- 2Create an automation for summary based template shortlists.
- 3Tell Notis to list Documint templates and shortlist the best options based on the Zoom summary topics and decisions.
- 4Pick Meeting Summary Created or Updated as the trigger.
- 5Choose where reports go and test with one summary.
Questions about this workflow
Can the shortlist use our internal categories?
Yes. Include your categories and examples in the plain language instruction.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Zoom to Documint. A trigger fires from one place; an action lands in another.
Zoom triggers
Documint actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Delete Template
Tool to permanently delete a single template by its id. use when you need to remove an outdated or unused template; ensure the template id is correct before calling.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get Template
Tool to retrieve a single template by its id. use when you need to fetch details of a specific template before generating documents.
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
List Documents
Tool to list all documents in the authenticated user's account. use after obtaining a valid api key.
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
List Templates
Tool to list all templates in the authenticated user's account. use after obtaining a valid api key.
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 Template
Tool to update a single template by its id. use when you need to modify an existing template's settings or layout after fetching its current details.
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 Documint, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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