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.
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.
- When this happens...New Recording
Triggers when there's a new meeting recording.
- automatically do this!Create File Note
Create a File Note.
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New Action Item
Triggers when there's a new action item from a meeting.
Try ItNew Download Video
Triggers when a meeting recording is available for download.
Try ItNew Recording
Triggers when there's a new meeting recording.
Try ItCreate client if it doesn’t exist yetRequired
Export to xero if connectedRequired
Group Name
Phone Number
Mobile Number
Partner Email
Manager Email

