Create notes in Wealthbox CRM for new ai summaries in Fathom
Efficiently manage and retrieve important information using this workflow. When a new AI summary is generated in Fathom, a corresponding note will be immediately created in your Wealthbox CRM. This streamlines data entry, saving time and ensuring all crucial info is accessible within your contacts management system. Perfect for those desiring a seamless transfer of knowledge from analytical insights to customer relationship management.
Efficiently manage and retrieve important information using this workflow. When a new AI summary is generated in Fathom, a corresponding note will be immediately created in your Wealthbox CRM. This streamlines data entry, saving time and ensuring all crucial info is accessible within your contacts management system. Perfect for those desiring a seamless transfer of knowledge from analytical insights to customer relationship management.
- When this happens...New AI Summary
Triggers when there's a new AI summary from a meeting.
- automatically do this!Create Note
Creates a new note.
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