1.Monitor new meeting transcript
Integrate Fathom and transcript capture tools to trigger the workflow when a new meeting transcript is created.
Save meeting transcripts as searchable audit file for review
Automatically capture new meeting transcripts across Fathom, Formatter by Zapier, and Files.com. Create searchable audit files when new transcripts arrive, transcripts pass team or tag filters, or filenames get cleanedβso you can speed up review, preserve compliance evidence, and reduce manual filing.
How this automation preserves searchable audit files
When new meeting transcripts arrive without consistent archival, review can stall and compliance evidence can be hard to find. This automation filters qualifying transcripts and formats safe filenames, then creates archived files in Files.comβso your team can access audit-ready transcripts faster.
Fathomor swap with your favorite app
2.Continue only for qualifying transcripts
Integrate Filter by Zapier and routing rules to continue only when the transcript source team or tag qualifies.
Filter by Zapieror swap with your favorite app
3.Clean filename and map meeting title
Integrate Formatter by Zapier and filename rules to replace forbidden characters and map meeting title to a safe filename.
Formatter by Zapieror swap with your favorite app
4.Create archive file from transcript
Integrate Files.com and document storage to create a new searchable file using transcript text and meeting context.
Files.comor swap with your favorite app
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