Fathom + Motion.io
Create tasks to review meeting notes in Motion.io 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 Motion.io 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 Motion.io and create a task that provides the client access to the complete transcript, easily allowing them to verify they've reviewed it in their Motion.io portal.
Instead of manually sending meeting notes to your client, this Zap automatically adds Fathom transcripts to a task they can complete in their Motion.io 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 Motion.io and create a task that provides the client access to the complete transcript, easily allowing them to verify they've reviewed it in their Motion.io portal.
- When this happens...New Transcript
Triggers when there's a new transcript from a meeting.
- automatically do this...Find Project
Find an active project within your team
- then do this!Create Task
Create a task in a specified project
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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 ItClient Chat Message
Triggers when a client adds a message in a project's chat
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New AI Summary
Triggers when there's a new AI summary from a meeting.
Try ItNew Highlight
Triggers when there's a new highlight from a meeting.
Try ItNew Transcript
Triggers when there's a new transcript from a meeting.
Try ItClient Added or Updated
Triggers when a client in your client directory is added or updated.
Try It