1.Detect new meeting action items
Integrate Fathom to trigger on new action items and extract meeting metadata to start your tracking workflow.
When new action items come from meetings, follow-ups can stall and updates land in scattered notes. This automation captures action item metadata and enriches contacts, formats meeting dates, and appends rows to your tracking sheetβso your team can act fast.
Integrate Fathom to trigger on new action items and extract meeting metadata to start your tracking workflow.
Integrate Zapier Tables and contact lookup tools to search your client contacts table by invitee email.
Integrate Formatter by Zapier and date formatting tools to format the meeting start time as MM-DD-YYYY.
Integrate Google Sheets and spreadsheet row logging to add a new row mapping date, names, descriptions, and recording URLs.
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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