1.Detect new action items
Integrate Fathom and meeting notes workflows to map action item text to task content and meeting invite lists to attendees input.
Create deal action items from external meeting attendees
Automatically detect new action items from your meetings across Fathom, AI by Zapier, Zapier Filter, Attio, and Human in the Loop. Create and update deal-linked tasks and approvals when meeting action item created, action item submitted, or action item updated β so you can parse external attendees, link the right deal, and assign the task to the right rep without manual triage.
How this automation creates deal task actions
When meeting action items are created for outside prospects, manual triage can delay follow-up. This automation parses attendee lists and finds matching deals, then requests approval and creates deal-linked tasksβso your team can assign work at the right time.
Fathomor swap with your favorite app
2.Parse external attendees
Integrate AI by Zapier and parsing tools to detect and remove internal-domain addresses and return external attendee emails only.
AI by Zapieror swap with your favorite app
3.Filter for external prospects
Integrate Filter by Zapier and record filtering to continue only when the parsed output contains external attendee emails.
Filter by Zapieror swap with your favorite app
4.Find the matching deal
Integrate Attio and deal search tools to match external attendee emails to a deal record and return its ID.
Attioor swap with your favorite app
5.Request approval for review
Integrate Human in the Loop and approval workflows to route the deal record ID and action item content to a reviewer.
Human in the Loopor swap with your favorite app
6.Create and link a task
Integrate Attio and task records to create a deal-linked task, assign the owner, and attach it to the found deal ID.
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See how teams are automating with Zapier (and loving it!)
Without Zapier, we would have needed well over 100 employees today just to do what we're doing. We would have been out of business by now.
David Laderberg, VP of Sales
Without having automation, we would have to at least be double our size. Doubling is a bit of a euphemism β I think we would have died or fallen back into oblivion.
Marcelo Lebre, Co-Founder
Zapier helps us close far above 50% more deals than we would without it. It is a key element of our overall strategy and, therefore, of our sales pitch.
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