1.Generates AI meeting summary trigger
Integrate Fathom and meeting summary tools to read the AI meeting summary and map scheduled date, invitee email, and notes.
Create demo recap leads in a central sheet
Automatically capture new AI meeting summaries across Fathom and map demo recap details into Google Sheets. Create and enrich leads when demo keyword matches and Clearbit enrichment returnsβso you can route follow-up faster, keep context accurate, and avoid manual sheet updates.
How this automation accelerates demo follow-up leads
When a new AI meeting summary lands and demo recap context stays unstructured, follow-up gets delayed and leads go cold. This automation captures meeting summaries, filters for demo relevance, enriches invitees, and appends a row to your central sheetβso your team can follow up with clear contact context.
Fathomor swap with your favorite app
2.Filters by demo keyword pattern
Integrate Filter by Zapier and keyword filtering tools to continue only when the meeting matches your configured demo keyword or title pattern.
Filter by Zapieror swap with your favorite app
3.Enriches person and company
Integrate Clearbit and contact enrichment tools to enrich invitees by email and pull name, role, industry, and location.
Clearbitor swap with your favorite app
4.Adds a recap lead row
Integrate Google Sheets and worksheet management tools to add one new row with enriched contact fields and the AI summary.
Google Sheetsor swap with your favorite app
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