Using Fathom Actions and Triggers in Workflows

What are Fathom Actions and Triggers in Workflows?

Fathom Actions and Triggers enable you to integrate your Fathom meeting data directly into your CRM workflows. This integration allows you to automate processes based on meeting recordings, transcripts, and summaries. A trigger can initiate a workflow when a new recording is processed, while actions can pull specific meeting data to use in subsequent workflow steps.

Fathom provides one workflow trigger and three workflow actions:

• New Recording Trigger: Starts a workflow when a new Fathom recording is created and processed.
• List Recordings Action: Retrieves a list of available recordings from your connected Fathom account.
• Fetch Transcript Action: Gets the full transcript for a selected recording.
• Fetch Summary Action: Retrieves the AI-generated summary for a selected recording.

Note: Fathom actions are premium workflow actions and may incur additional charges per execution.

Key Benefits of Using Fathom in Workflows

• Automated Follow-ups: Create personalized emails using details from meeting transcripts or summaries.
• Streamlined Task Creation: Convert meeting action items directly into tasks within your project management tools.
• Improved Team Visibility: Automatically notify team members when important meeting details or action items are available.
• Reduced Manual Work: Eliminate the need to manually copy and paste information from Fathom into other systems.
• Flexible Automation: Combine Fathom data with other workflow actions like AI processing, email sending, and internal notifications.

How to Set Up Fathom Actions and Triggers

Before building your workflow, ensure Fathom is connected to your CRM account. You can establish this connection either from the Workflow Builder or through the Settings > Integrations section.

Adding the Fathom Trigger

1. Navigate to Automation > Workflows.
2. Create a new workflow or edit an existing one.
3. Click Add New Trigger.
4. Select the Apps tab.
5. Search for and select Fathom.
6. Choose the New Recording trigger option. If Fathom is not yet connected, you will be prompted to connect your account.
7. Under the trigger filters, specify where the trigger should listen for recordings, such as My Meetings or Team Meetings.
8. Click Find New Records to test the trigger and review the returned data.
9. Click Save Trigger.

Adding Fathom Actions

1. Within your workflow, click the + button to add a new step.
2. Select an action and navigate to the Apps tab.
3. Choose from the available Fathom actions:
   • List Recordings: Fetches a list of recordings, allowing you to select specific ones for use in later steps.
   • Fetch Transcript: Retrieves the full transcript of a selected meeting, making the text available for AI analysis or other actions.
   • Fetch Summary: Gets the concise AI-generated summary of a meeting, useful for creating tasks or notifications.
4. Configure the action as needed and test it.
5. Save the action to your workflow.

Common Use Cases

AI-Powered Follow-Up Email After Sales Calls

Challenge: Manually sending consistent, personalized follow-up emails after sales calls is time-consuming and often lacks the context discussed during the conversation.

Workflow Solution:

1. Trigger: Fathom – New Recording
2. Action: Fetch Transcript
3. Action: Use an AI action to analyze the transcript for key discussion points and competitor mentions.
4. Action: Use another AI action to generate a personalized follow-up email based on the analysis.
5. Action: Send Email

This workflow automatically generates a professional email that references specific conversation points, addresses any concerns raised, and includes clear next steps.

Automatic Task Creation from Client Calls

Challenge: Action items from client calls can be forgotten or inaccurately assigned, leading to missed deadlines.

Workflow Solution:

1. Trigger: Fathom – New Recording
2. Action: Fetch Summary
3. Action: Use an AI action to extract specific action items and assignees from the summary.
4. Action: Create Task in your connected project management tool.
5. Action: Send an internal notification to the relevant team members.

This ensures decisions and deliverables from meetings are immediately documented and assigned, improving accountability and execution.

Frequently Asked Questions

When does the New Recording trigger activate?

The trigger fires after a Fathom meeting recording is fully created and processed. This processing typically completes a few minutes after the meeting ends.