Fathom + Moxie
Create tasks in Moxie from new action items in Fathom
With this workflow, as soon as a new action item crops up in Fathom, a corresponding task is instantaneously created in Moxie. Streamline your project management process by ensuring all important actions from Fathom are tracked in Moxie. This automation saves time, prevents missed opportunities, and promotes efficiency in task management.
With this workflow, as soon as a new action item crops up in Fathom, a corresponding task is instantaneously created in Moxie. Streamline your project management process by ensuring all important actions from Fathom are tracked in Moxie. This automation saves time, prevents missed opportunities, and promotes efficiency in task management.
- When this happens...New Action Item
Triggers when there's a new action item from a meeting.
- automatically do this!Create Task
Create a task in the project management system
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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 ItAgreement Sent
Triggers when a proposal is sent either via link or email.
Try It
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 ItAgreement Signed
Triggers when an agreement is accepted and signed with e-signature.
Try It
