1.Generates new AI meeting summary
Integrate Fathom and meeting analytics tools to capture meeting summary text and related metrics into a log entry.
Log AI meeting summaries and metrics to central worksheet
Automatically capture new AI meeting summaries and metrics across Fathom and Google Sheets. Format timestamps and add audit rows when summaries generate, metrics update, or owners get taggedβso you can protect records, speed lookup, and avoid manual worksheet entry.
How this automation protects your meeting records
When new AI meeting summary is generated, scattered notes can slow review and create audit gaps. This automation formats timestamps and metrics and adds a new worksheet rowβso you can find insights quickly without manual logging.
Fathomor swap with your favorite app
2.Formats timestamp and metrics
Integrate Formatter by Zapier and reporting tools to format the generated timestamp and normalize metric values for logging.
Formatter by Zapieror swap with your favorite app
3.Adds row to worksheet
Integrate Google Sheets and spreadsheet logging tools to add the cleaned summary, date, metric, and submitter fields to a row.
Google Sheetsor swap with your favorite app
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Capture meeting takeaways with automated summary delivery, action item logging, and follow-up alerts
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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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