1.Detects AI summary generated
Integrate Fathom and recording tools to process the meeting and pull metadata, participant list, recording URL, and summary sections.
Post AI meeting summaries to client team channels
Automatically detect AI summary generated client meetings across Fathom and Slack. Post AI summaries when meeting processed, AI summary available, or recording readyβso you can route qualifying teams, compose message summaries, and publish recording-linked updates without manual distribution.
How this automation posts client decisions faster
When a client meeting is processed and an AI summary is available, delays can cause decisions to get buried. This automation monitors AI summary events, filters qualifying clients, and composes and posts Slack updatesβso your team shares clear next steps immediately.
Fathomor swap with your favorite app
2.Filters qualifying client meetings
Integrate Filter by Zapier and routing rules to continue only for qualifying client meetings based on metadata matches.
Filter by Zapieror swap with your favorite app
3.Composes formatted summary payload
Integrate Formatter by Zapier and message templating to build a single text payload with title, top sections, recording link, and participants.
Formatter by Zapieror swap with your favorite app
4.Sends channel message
Integrate Slack and notification workflows to post the formatted message to the routed client channel with the recording link.
Slackor swap with your favorite app
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Speed executive follow-up with automated summary sharing, action item routing, and recap logging
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Step 1
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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
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Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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