Create tasks to review meeting notes in LaunchBay for new Fathom transcripts
Instead of manually sending meeting notes to your client, this Zap automatically adds Fathom transcripts to a task they can complete in their LaunchBay client portal. As soon as a meeting ends and Fathom creates a transcript, this Zap uses the invitee email from the Fathom transcript trigger to find a corresponding project in LaunchBay and create a task that provides the client access to the complete transcript, easily allowing them to verify they've reviewed it in their LaunchBay portal.
- When this happens...New TranscriptTriggers when there's a new transcript from a meeting.
- automatically do this...Find ProjectFind an active project within your team
- then do this!Create TaskCreate a task in a specified project
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More things you can do with Fathom and LaunchBay
Discover other triggers and actions you can use with Fathom and LaunchBay
- 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 - Client Chat Message
Triggers when a client adds a message in a project's chat
Try ItTriggerInstant
- 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 - Client Added or Updated
Triggers when a client in your client directory is added or updated.
Try ItTriggerInstant



