Send Zoom meeting summaries by mail
Keep important decisions visible after the call with an automatically mailed summary.
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
Send Letter
Tool to send a letter via u.s. mail with specified recipient, sender, and pdf. use after confirming recipient and document details. example: send letter(to name='john doe', to address='123 main st, ...', file url='https://...')
Why this helps
Clients miss follow-ups when meeting decisions stay buried in digital notes.
- Creates a tangible record of decisions
- Reduces manual follow-up work
- Keeps client communication consistent
Setup
Build it in a few focused steps.
- 1Connect Zoom and Docupost once in Notis.
- 2Create an automation named Client summary mailer.
- 3Tell Notis to turn each meeting summary into a professional letter after confirming recipient details.
- 4Pick Meeting Summary Created or Updated as the trigger and choose a report channel.
- 5Test it with one real meeting summary.
Questions about this workflow
Can I review the letter before it is sent?
Yes. Instruct Notis to ask for confirmation before using the Send Letter action.
What if the summary has no mailing address?
Notis can pause and request the missing recipient details.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Zoom to Docupost. A trigger fires from one place; an action lands in another.
Zoom triggers
Docupost actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Send Letter
Tool to send a letter via u.s. mail with specified recipient, sender, and pdf. use after confirming recipient and document details. example: send letter(to name='john doe', to address='123 main st, ...', file url='https://...')
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Send Postcard
Tool to send a postcard via u.s. mail with specified recipient, sender, and front/back images. use after confirming recipient addresses and design urls. example: send postcard(to name='john doe', ..., front image='https://...', back image='https://...')
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
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 Docupost, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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