1.Detect new meeting action items
Integrate Fathom, meeting notes tools, and analytics tools to capture action item text for creating follow-up tasks.
Create follow-up tasks for meeting action items on board
Automatically monitor new action items from your meetings across Fathom and monday.com. Create and update when action items are captured or assignees are identified or meeting context is addedβso you can assign owners, set due dates, and create board tasks without manual follow-up.
How this automation accelerates your meeting follow-up
When new action items are captured, missed assignments delay decisions. This automation maps assignees and due dates, filters qualifying items, and creates monday.com tasksβso your team can follow up without chasing updates.
Fathomor swap with your favorite app
2.Looks up assignee mapping
Integrate Formatter by Zapier, routing rules, and identity mapping tools to map assignee display names to board person IDs.
Formatter by Zapieror swap with your favorite app
3.Calculates the due date
Integrate Formatter by Zapier and date tools to add 1 day to the meeting start time and format the due date.
4.Filters qualifying action items
Integrate Filter by Zapier and quality checks tools to continue only for action items that require tracking.
Filter by Zapieror swap with your favorite app
5.Creates an item on the board
Integrate monday.com and project boards to create tasks with descriptions, due dates, assignees, and meeting context.
monday.comor swap with your favorite app
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Step 1
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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
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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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