1.Detects new action item
Integrate Fathom and meeting intelligence tools to trigger task creation from new meeting action items.
Create follow-up tasks from meeting action items for owners
Automatically monitor new action item detected from your meetings across Fathom and monday.com. Create board tasks when action items detected, assignees added, or recording links addedβso you can assign owners, set due dates, and link back to meetings without manual follow-up tracking.
How this automation accelerates follow-up task creation
When new action item detected from your meetings sits unassigned, follow-up slips and owners miss next steps. This automation maps assignees and due dates and creates monday.com board tasksβso your team can respond quickly and stay on track.
Fathomor swap with your favorite app
2.Looks up assignee name
Integrate Formatter by Zapier and name matching tools to map the assignee name to a board person ID.
Formatter by Zapieror swap with your favorite app
3.Calculates due date
Integrate Formatter by Zapier and date math tools to add one day to the meeting start time for the due date.
4.Filters qualifying items
Integrate Filter by Zapier and conditional routing tools to continue only for relevant action items.
Filter by Zapieror swap with your favorite app
5.Creates board task
Integrate monday.com and task boards to create an item with assignee, due date, recording link, and status.
monday.comor swap with your favorite app
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Step 1
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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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