1.Detect new AI meeting summary
Integrate Fathom and meeting intelligence tools to parse external domains and extract a first non-internal domain for matching companies.
Create AI meeting summaries as company CRM notes
Automatically detect new AI meeting summaries across Fathom and map domains through Code by Zapier, then search and create CRM notes with Affinity. Archive and dedupe recording URLs in Zapier Tables when AI summary arrives, meeting metadata generates, or recording URLs appearβso you can match companies, create notes, and keep an audit log without manual note entry.
How this automation creates CRM notes from meetings
When new AI meeting summaries land in Fathom, delayed logging can leave CRM records incomplete and unsearchable. This automation parses domains, matches companies, creates CRM notes, and archives recording URLs for an automatic dedupe recordβso your team can keep activity captured.
Fathomor swap with your favorite app
2.Extract external domain
Integrate Code by Zapier and domain parsing tools to map meeting domains, then to output the first non-internal domain for identification.
Code by Zapieror swap with your favorite app
3.Gate records by domain
Integrate Filter by Zapier and validation rules to continue only when the extracted domain is non-empty.
Filter by Zapieror swap with your favorite app
4.Find company by domain
Integrate Affinity and company search tools to search by the extracted domain and to return the matched company record.
Affinityor swap with your favorite app
5.Create CRM note on company
Integrate Affinity and CRM note tools to create a company note with the AI summary content and mapped company id.
6.Create audit record
Integrate Zapier Tables and archive logging to create a new table record with recording url and summary metadata to prevent duplicates.
Zapier Tablesor swap with your favorite app
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