1.Detects new action items
Integrate Fathom and meeting notes tools to catch each new action item and feed it into task creation.
Create project tasks from meeting action items with owners
Automatically capture new action items from meetings across Fathom and Asana. Create and update tasks with owners when action items include assignee email or due dates or meeting linksβso you can assign follow-up tasks, set due dates, and avoid manual follow-up.
How this automation creates assigned project tasks
When meeting action items arrive without clear owners, follow-ups stall and deadlines slip. This automation captures Fathom action items, resolves assignees, formats due dates, and creates Asana tasksβso your team acts on the right next step.
Fathomor swap with your favorite app
2.Finds user by email
Integrate Asana and directory lookups to search for an assignee by the action item email and select the first match.
Asanaor swap with your favorite app
3.Formats due date
Integrate Formatter by Zapier and date tools to convert meeting scheduled time into the project due date format.
Formatter by Zapieror swap with your favorite app
4.Continues when user exists
Integrate Filter by Zapier and workflow conditions to proceed only when the Find User step returns a matching user.
Filter by Zapieror swap with your favorite app
5.Creates assigned task
Integrate Asana and task management to create a task with assignee, due date, meeting link custom field, and notes.
6.Creates fallback task
Integrate Asana and task management to create the same task using a default owner and a review section when no user matches.
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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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