1.Detects new AI summary available
Integrate Fathom and analytics tools to capture each completed AI meeting summary and meeting metadata for downstream doc creation.
Create meeting notes doc from new AI recording
Automatically monitor new AI summary availability across Fathom. Create and update when the AI summary is ready, meets your title rules, or transcript cleaning completes—so you can generate doc notes, index details, and track meetings without manual note filing.
How this automation turns AI meetings into searchable notes
When a new AI meeting summary becomes available, manual doc creation can slow follow up and make notes hard to find. This automation waits, post-processes the summary and transcript, then creates a Google Doc and a Zapier Tables record—so your team can reuse meeting details quickly.
Fathomor swap with your favorite app
2.Waits for summary finalization
Integrate Delay by Zapier and timing controls to wait a short interval before creating the meeting notes document.
Delay by Zapieror swap with your favorite app
3.Cleans summary and transcript
Integrate AI by Zapier and text processing tools to extract cleaned summary and transcript sections for structured headings.
AI by Zapieror swap with your favorite app
4.Creates a meeting notes doc
Integrate Google Docs and document templates to create a new doc and map title, Summary, Transcript, and details fields.
Google Docsor swap with your favorite app
5.Logs meeting in Zapier Tables
Integrate Zapier Tables and data capture tools to create a record with meeting metadata, attendee info, and the doc link for search.
Zapier Tablesor swap with your favorite app
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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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