Managing meetings can quickly become overwhelming, especially when you have to review recordings, write notes, and send follow-ups. The good news is that you can automate most of this work using a smart integration that connects your meetings directly to your workflows. This guide walks you through how it works and how to start using it.
What This Integration Can Do #
Once connected, this integration helps you automatically:
- Access meeting recordings
- Pull transcripts of conversations
- Retrieve AI-generated summaries
- Trigger workflows when a new meeting is ready
This means you can automate things like follow-up emails, task creation, and note organization, saving you time and effort.
Triggers vs Actions #
Triggers (What starts a workflow) #
- New Recording: Starts a workflow whenever a new meeting recording becomes available.
Actions (What the workflow does) #
- List Recordings: Get a list of all your available recordings.
- Fetch Transcript: Pull the full conversation from a meeting.
- Fetch Summary: Get a short AI-generated summary of the meeting.
How to Get Started #
Add the Integration to a Workflow #
Open your workflow builder and add a new trigger or action. You can locate the Fathom integration in the Apps section. Choose a trigger or action (for example, New Recording or Fetch Transcript).
Connect Your Account #
If your account is already connected, you’ll see options right away. If not, click Connect Now and log in. You can also connect it from your Settings → Integrations area. Once connected, you’ll be able to pull recordings, transcripts, and summaries directly into your workflows.
Automating your meeting workflows can make a huge difference in productivity. Instead of manually reviewing calls and writing notes, you can let your system handle it for you, quickly and consistently.
Practical Examples & Use Cases #
Automatic Follow-Up Emails After Sales Calls #
Problem: Follow-ups are often rushed or inconsistent.
Solution: Automatically generate them from meeting data.
How it works: A new recording triggers the workflow, the transcript is pulled via the Fetch Transcript action, AI analyzes the conversation (including competitors), and a personalized email is generated and sent.
Automatic Summaries + Task Creation #
Problem: Action items are often missed or unclear.
Solution: Turn meeting summaries into tasks automatically.
How it works: A new recording triggers the workflow, the summary is pulled via the Fetch Summary action, AI extracts action items, and tasks are created and the team is notified.
Frequently Asked Questions #
When does the “New Recording” trigger start? #
It runs after the meeting is processed and available, which usually takes a few minutes.
Can I match recordings to contacts? #
Yes, but it’s not automatic. You can match people using details like their email inside your workflow.
Are these actions free? #
No. Actions like fetching transcripts or summaries are considered premium and have a cost per use.
Which actions can I run on a meeting? #
You can List Recordings, Fetch Transcript, and Fetch Summary to bring meeting data into your workflow.
Where do I find the Fathom integration? #
In the workflow builder, add a new trigger or action and locate Fathom in the Apps section, or connect it from Settings → Integrations.
What can I automate with the meeting data? #
You can automate follow-up emails, task creation from action items, and note organization based on transcripts and summaries.
