Route meeting summary follow-up faster
A fresh Zoom summary can immediately surface the folders available for follow-up work.
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 all folders
Tool to list all folders. use after authentication to fetch available workspace folders.
Why this helps
Summary based follow-up slows down when the right document location is unclear.
- Shorten post-meeting decisions
- Reduce folder searching
- Keep summary actions organized
Setup
Build it in a few focused steps.
- 1Connect Zoom and Docupilot once in Notis.
- 2Create an automation for summary follow-up routing.
- 3Describe the folder listing outcome in one instruction.
- 4Pick Zoom Meeting Summary Created or Updated as the trigger.
- 5Choose a report channel and test with one real summary.
Questions about this workflow
What account requirement applies?
The Zoom summary trigger requires a paid Zoom plan and AI Companion enabled.
What does listing folders enable?
It gives the agent the current Docupilot workspace options for follow-up routing.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Zoom to Docupilot. A trigger fires from one place; an action lands in another.
Zoom triggers
Docupilot actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Docupilot Folder
Tool to create a new folder. use when organizing documents into custom workspace folders after confirming workspace context.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Docupilot Folder
Tool to create a new folder. use when organizing documents into custom workspace folders after confirming workspace context.
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 all folders
Tool to list all folders. use after authentication to fetch available workspace folders.
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 Authenticated User
Tool to retrieve information about the authenticated user. use after authentication to confirm identity and fetch user account details.
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 Docupilot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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