1.Detects new meeting transcript
Integrate Fathom and meeting transcription tools to trigger document processing from new transcripts.
Create dated client transcript docs for agency records
Automatically monitor new meeting transcript events across Fathom, Zapier Tables, Formatter by Zapier, and Google Docs. Create and update when transcript captured, invitee email found, or scheduled start changesβso you can create client records, generate dated transcripts, and link documents without manual document prep.
How this automation creates transcript documents fast
When new meeting transcript events arrive, review can lag and clients wait on clean, reusable documents. This automation finds or creates client records, formats document titles, and creates transcript documents in Google Docsβso your team can publish with consistent naming.
Fathomor swap with your favorite app
2.Finds or creates client record
Integrate Zapier Tables and contact matching tools to look up client records by invitee email and create missing clients.
Zapier Tablesor swap with your favorite app
3.Formats meeting date
Integrate Formatter by Zapier and date utilities to format the meeting scheduled start timestamp for document titling.
Formatter by Zapieror swap with your favorite app
4.Extracts client name from title
Integrate Formatter by Zapier and parsing tools to extract a client or guest name from the meeting title.
5.Creates transcript document
Integrate Google Docs and document organization tools to create the transcript doc, insert transcript text, and attach the client link.
Google Docsor swap with your favorite app
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Accelerate document workflows with automated file capture, data extraction, and record routing
Set up in minutes
Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.
Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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