1.Detects new transcript available
Integrate Fathom and transcript processing to transform new meeting transcripts into structured session summary inputs.
Create student session summary email drafts for families
Automatically monitor new transcript availability across Fathom and Zapier Chatbots and Gmail. Create and update when transcript is ready, trusted recipients qualify, or draft labels applyβso you can draft family emails, add counselor labels, and prevent manual follow-up without manual follow-up.
How this automation accelerates family session updates
When new transcripts become available, manual drafting can delay family updates and leave action items behind. This automation creates chatbot summaries and drafts family emails and applies counselor review labelsβso your team can send with confidence.
Fathomor swap with your favorite app
2.Creates chatbot response
Integrate Zapier Chatbots and AI summarization to generate plain text with two-sentence summary, accomplishments, and action items.
Zapier Chatbotsor swap with your favorite app
3.Creates draft email
Integrate Gmail and email drafting to create a session summary email draft with mapped recipients, subject, and signature.
Gmailor swap with your favorite app
4.Adds draft label for review
Integrate Gmail and email routing tools to apply a draft label or move drafts to a folder for counselor review.
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Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
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Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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