1.Capture AI meeting summary
Integrate Fathom and meeting analytics tools to capture AI meeting metadata and plaintext summary to triage actions.
When new AI meeting summaries arrive, action items can stay scattered and delayed. This automation captures AI summaries and finds matches in monday.com, creates items, and posts update textβso your team can triage the same day.
Integrate Fathom and meeting analytics tools to capture AI meeting metadata and plaintext summary to triage actions.
Integrate monday.com and project board search to find an item matching the recording ID field.
Integrate Filter by Zapier and automation logic to route to create or update based on match existence.
Integrate monday.com and scheduling fields to create a new item and map meeting title, date, duration, and link.
Integrate monday.com and workflow notifications to create an update with the AI plaintext summary and optionally notify owners.
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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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