1.Monitor new AI meeting summaries
Integrate Fathom and meeting notes tools to trigger on new AI meeting summaries and pull core meeting metadata.
When AI meeting summaries are created, manual timesheet work and billing delays can pile up. This automation converts meeting duration into billable hours, creates Harvest time entries, and creates ClickUp tasksβso your team bills from the same source of truth.
Integrate Fathom and meeting notes tools to trigger on new AI meeting summaries and pull core meeting metadata.
Integrate Formatter by Zapier and data mapping tools to perform math and output numeric hours for billing.
Integrate Harvest and time tracking tools to create time entries with spent dates and notes from meeting context.
Integrate Filter by Zapier and workflow rules to continue only for meetings that meet qualifying duration or action item criteria.
Integrate ClickUp and project task tools to create tasks with titles, descriptions, start dates, and assignees.
Build custom automations across your tools in minutes. Describe what you need, connect your apps, and create workflows without the manual effort.
Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.
Step 1
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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