1.Detect new AI meeting summary
Integrate Fathom and meeting summary tools to trigger the workflow when new AI meeting summaries appear.
Create polished meeting notes and send to owner
Automatically monitor new AI meeting summaries across Fathom and note tools. Get owner-ready minutes when AI summaries arrive, meeting summaries publish, or new AI notes appearβso you can format notes, append minutes, and DM owners without manual note cleanup.
How this automation protects same-day follow-up
When new AI meeting summaries land, follow-up can stall while minutes get cleaned and organized. This automation converts raw summaries into standardized markdown and appends them to Google Docs and notifies the meeting ownerβso your team can start follow-up the same day.
Fathomor swap with your favorite app
2.Converts HTML to standardized markdown
Integrate Formatter by Zapier and text transformation tools to convert HTML into standardized markdown for publishing.
Formatter by Zapieror swap with your favorite app
3.Cleans and reflows markdown notes
Integrate Code by Zapier and data cleaning tools to reflow markdown into one cleaned text block.
Code by Zapieror swap with your favorite app
4.Appends notes to a knowledge document
Integrate Google Docs and document storage tools to append cleaned meeting minutes into a configured document.
Google Docsor swap with your favorite app
5.Sends direct message to the meeting owner
Integrate Slack and messaging tools to send a direct message with a short header and a link to the document.
Slackor swap with your favorite app
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Speed executive follow-up with automated summary sharing, action item routing, and recap logging
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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