Overview:
We’ve introduced Fathom actions and triggers in Workflows.
This allows users to turn meeting conversations into automated workflows such as follow-ups, task creation, and internal notifications without manual effort.
Triggers :
Trigger workflows when a new meeting recording is available in Fathom.
What it does:
- Fires when a meeting recording is created and processed
- Provides metadata such as recording ID, meeting details, transcript, and more
Actions:
List Recordings
Retrieve a list of available Fathom recordings for the connected account.
What it does:
- Fetch recordings based on the connected user
- Allows selection of recordings for downstream actions
Fetch Transcript
Retrieve the transcript for a selected recording.
What it does:
- Provides full meeting transcript
- Enables use of transcript data in AI and other workflow steps
Fetch Summary
Retrieve the AI-generated summary for a selected recording.
What it does:
- Provides concise meeting summaries
- Can be used for task extraction, notifications, and follow-ups
Integration Setup
Connect Fathom to start using triggers and actions in workflows.
Steps:
- Go to Workflow Builder and search for Fathom
- Select any Fathom trigger or action
- Click Connect Now and sign in using your Fathom account
- Alternative:
- Go to Settings → Integrations
- Find Fathom and connect your account
Use Cases
- Use transcripts from Fathom to generate personalized follow-up emails.
- Trigger when transcript is generated
- Extract competitors mentioned in the call using Manus
- Generate context-aware follow-ups using AI action
- Send emails automatically based on the conversation
- Client Call → Auto Summary + Task Assignment
Automatically convert meeting summaries into actionable tasks in clickup.
- Fetch meeting summary from Fathom
- Extract action items using AI
- Create tasks in ClickUp
- Send internal notifications to the team for visibility