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Fathom + FYI

Fathom + FYI

Fathom + FYI integrations

Create FYI file notes from new Fathom recordings

This workflow immediately creates a new file note in the FYI app whenever a new recording is added in the Fathom app. Perfect for keeping your team in the loop and ensuring important information doesn't get missed. Save time by automating your documentation process and enhance collaboration across your projects.

  1. When this happens...
    New Recording
    New Recording
    New RecordingTriggers when there's a new meeting recording.
  2. automatically do this!
    Create File Note
    Create File Note
    Create File NoteCreate a File Note.
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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

  • Fathom triggers, actions, and search
    New Action Item

    Triggers when there's a new action item from a meeting.

    Trigger
    Instant
    Try It
  • Fathom triggers, actions, and search
    New Download Video

    Triggers when a meeting recording is available for download.

    Trigger
    Instant
    Try It
  • Fathom triggers, actions, and search
    New Recording

    Triggers when there's a new meeting recording.

    Trigger
    Instant
    Try It
    • Create client if it doesn’t exist yet
      Required
    • Export to xero if connected
      Required
    • Group Name
    • Phone Number
    • Mobile Number
    • Partner Email
    • Manager Email
    Action
    Write
  • Fathom triggers, actions, and search
    New AI Summary

    Triggers when there's a new AI summary from a meeting.

    Trigger
    Instant
    Try It
  • Fathom triggers, actions, and search
    New Highlight

    Triggers when there's a new highlight from a meeting.

    Trigger
    Instant
    Try It
  • Fathom triggers, actions, and search
    New Transcript

    Triggers when there's a new transcript from a meeting.

    Trigger
    Instant
    Try It
    • Name
      Required
    • Client Email
    • User Email
    • Client Code
    • Export Code
    • XPM ID
    • File
      Required
    Action
    Write
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About Fathom
Fathom combines an AI meeting assistant that improves the productivity of your team with a conversational intelligence platform.
Related categories
fyi logo
About FYI
FYI is a document management service for professionals
Related categories

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