1.Detect new action item
Integrate Fathom and meeting context sources to map action details into task-ready fields.
Create action-item tasks from meeting notes for assignees
Automatically detect new action items in meetings across Fathom. Create and prioritize Todoist tasks routed to the right project or review queue when assignees match or are missingβso you can handle routing and triage without manual follow-up.
How this automation creates actionable tasks for meetings
When new meeting action items stay trapped in notes, follow-up slips and work stalls. This automation monitors action items in Fathom, routes them by assignee, and creates prioritized Todoist tasksβso your team can act on context immediately.
Fathomor swap with your favorite app
2.Route by assignee presence
Integrate Paths by Zapier and routing rules to send items to the right Todoist path.
Paths by Zapieror swap with your favorite app
3.Create task for matching assignee
Integrate Todoist and task management to create a high priority task in the configured personal project.
Todoistor swap with your favorite app
4.Create task for different assignee
Integrate Todoist and task management to create a medium priority task in the configured waiting-on project.
5.Create unassigned review task
Integrate Todoist and task management to create a low priority task in the configured review queue with a needs-assignment label.
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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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