1.Monitors new transcript
Integrate Fathom and transcript capture tools to detect a new meeting transcript and pass meeting details forward.
Create tasks and subtasks from meeting transcripts fast
Automatically turn meeting transcript completion into action item tasks across Fathom and ClickUp. Create and update tasks and subtasks when new transcript, action lines detected, or recording links appearβso you can capture owners, attach clips, and schedule follow-up without manual follow-up.
How this automation accelerates your follow-up
When a new meeting transcript is completed, action items can get missed during busy review cycles. This automation turns transcript action lines into ClickUp parent tasks and subtasks, so your team can respond faster.
Fathomor swap with your favorite app
2.Waits after transcript completes
Integrate Delay by Zapier and workflow timing tools to wait 2 to 5 minutes before looking up collected rows.
Delay by Zapieror swap with your favorite app
3.Finds action line records
Integrate Zapier Tables and data lookup tools to match by recording URL and return collected action line rows.
Zapier Tablesor swap with your favorite app
4.Creates a parent task
Integrate ClickUp and task tracking tools to create a parent task with assignee, due dates, and recording URL.
ClickUpor swap with your favorite app
5.Creates subtasks for each action
Integrate Looping by Zapier and ClickUp to create subtasks from each action line, including clip links and owner.
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Accelerate follow-up with automated task capture, owner assignment, and status updates
Set up in minutes
Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.
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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