Fathom + FYI
Fathom + FYI
Manage new Fathom action items by creating or updating tasks in FYI
Streamline your productivity by linking Fathom and FYI for seamless task management. With this workflow, every time a new action item arises in Fathom, a task is instantly created or updated in FYI. Maintain an efficient workflow while ensuring you never miss an important action item again. This is the perfect solution for keeping track of your tasks across multiple platforms effortlessly.
- When this happens...New Action ItemTriggers when there's a new action item from a meeting.
- automatically do this!Create or Update TaskCreate or Update a Task in FYI.
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More things you can do with Fathom and FYI
Discover other triggers and actions you can use with Fathom and FYI
- New Action Item
Triggers when there's a new action item from a meeting.
Try ItTriggerInstant - New Download Video
Triggers when a meeting recording is available for download.
Try ItTriggerInstant - New Recording
Triggers when there's a new meeting recording.
Try ItTriggerInstant - Create client if it doesn’t exist yetRequired
- Export to xero if connectedRequired
- Group Name
- Phone Number
- Mobile Number
- Partner Email
- Manager Email
ActionWrite
- New AI Summary
Triggers when there's a new AI summary from a meeting.
Try ItTriggerInstant - New Highlight
Triggers when there's a new highlight from a meeting.
Try ItTriggerInstant - New Transcript
Triggers when there's a new transcript from a meeting.
Try ItTriggerInstant - NameRequired
- Client Email
- User Email
- Client Code
- Export Code
- XPM ID
- FileRequired
ActionWrite
