1.Maps meeting action items
Integrate Fathom and meeting assistant data to map meeting title to task title and action text to task description in notes.
Create tasks from meeting action items to channel
Automatically create tasks from meeting action items across Fathom, Zapier Filter, Slack, and Webhooks by Zapier. Create assigned tasks when action items surface, meeting titles map, or recording links attachβso you can post summaries, assign owners, and kick off follow-up without manual paperwork.
How this automation accelerates action item follow-up
When new action items appear in meetings, delays can slow follow-up. This automation routes only relevant action items, posts a Slack summary, and sends a task-creation payloadβso your team can move from notes to assigned work fast.
Fathomor swap with your favorite app
2.Filters by configured owner
Integrate Filter by Zapier and routing rules to continue only when the owner matches a configured owner field for task creation.
Filter by Zapieror swap with your favorite app
3.Posts channel action summary
Integrate Slack and team messaging tools to send a concise channel summary with task header and recording context links.
Slackor swap with your favorite app
4.Sends task-creation payload
Integrate Webhooks by Zapier and webhook endpoints to POST a task payload so your task system creates an assigned task.
Webhooks by Zapieror 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
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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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