1.Detect new meeting transcript
Integrate Fathom, transcription workflows, and meeting sources to process new meeting transcript data.
When new meeting transcripts arrive, delays can stall follow-up and leave teams without a clear recap. This automation extracts client details, generates structured AI summaries, posts a Slack recap, and sends archive payloadsβso your team can stay aligned.
Integrate Fathom, transcription workflows, and meeting sources to process new meeting transcript data.
Integrate Formatter by Zapier and data parsing tools to extract company name from meeting title.
Integrate Google Sheets and worksheet data tools to lookup client row and map to a channel identifier.
Integrate ChatGPT (OpenAI) and prompt tools to generate a Success, Challenge, Goals, and Next Steps summary.
Integrate Slack and internal sharing tools to post a mrkdwn recap with a recording link.
Integrate Webhooks by Zapier and endpoint systems to send summary and meeting metadata for archival.
Build custom automations across your tools in minutes. Describe what you need, connect your apps, and create workflows without the manual effort.
Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.
Step 1
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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