1.Detect new meeting transcript
Integrate Fathom and meeting transcript tools to extract concerns from each new meeting transcript for review notes.
Create tasks from client call concerns for follow-up
Automatically turn new meeting transcript notes into task-ready concerns across Fathom, Zapier Chatbots, AI by Zapier, Slack, and Scoro. Create tasks and share Slack updates when new transcript arrives, flagged segments surface, or summary IDs matchβso you can reduce manual follow-up, assign next steps, and document assessments without paperwork.
How this automation creates follow-up tasks
When a new meeting transcript contains concerns, delays can stall action and create missed follow-up. This automation sends the transcript for review, summarizes concerns, posts a team message, and creates a Scoro taskβso your team can respond fast.
Fathomor swap with your favorite app
2.Reviews transcript with questionnaire
Integrate Zapier Chatbots and chatbot tools to run the review questionnaire on the transcript and capture the assessment.
Zapier Chatbotsor swap with your favorite app
3.Condenses concerns summary
Integrate AI by Zapier and text processing tools to condense the assessment into a 10 word concerns summary field.
AI by Zapieror swap with your favorite app
4.Posts concerns to team
Integrate Slack and team messaging tools to post a message with the meeting title and concise concerns summary.
Slackor swap with your favorite app
5.Creates follow-up task
Integrate Scoro and project management tools to create a task with due date and assigned owner from the concerns.
Scoroor swap with your favorite app
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Step 1
Connect your tools
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
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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