1.Monitor new meeting transcripts
Integrate Fathom and transcription data to detect completed interview transcripts and extract meeting title and plaintext transcript.
Add prospect contact and notes from interview transcripts
Automatically monitor new meeting transcripts across Fathom and Zapier Tables. Create and update a CRM contact and transcript record when transcripts complete, attendee emails extract, or qualifying intent appearsβso you can capture context, update fields, and log notes without manual follow-up.
How this automation builds prospect records fast
When interview transcripts land in separate tools, delays can hurt follow-up and admissions decisions. This automation extracts key fields, creates dated transcript records, and updates CRM contactsβso your team can reach prospects with accurate context.
Fathomor swap with your favorite app
2.Extract primary email from attendees
Integrate Code by Zapier and data parsing tools to parse attendee lists and extract a primary email token for CRM mapping.
Code by Zapieror swap with your favorite app
3.Parse transcript into prospect fields
Integrate AI by Zapier and structured data tools to generate an AI summary and prospect fields from transcript plaintext.
AI by Zapieror swap with your favorite app
4.Create dated transcript record
Integrate Zapier Tables and audit logging tools to create a transcript record with plaintext, recording URL, and AI summary.
Zapier Tablesor swap with your favorite app
5.Add or update CRM contact with notes
Integrate LeadConnector and CRM contact workflows to add or update contacts using extracted email and AI parsed notes.
LeadConnectoror swap with your favorite app
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Simplify contact records with automated lead capture, record updates, and duplicate prevention
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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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