1.Creates transcript from meeting call
Integrate Fathom, meeting analytics, and call recording tools to detect new transcripts for call workflow.
Create call transcript file and update outreach record
Automatically monitor new transcript completions across Fathom and CRM tools. Create and update call transcript files and outreach records when transcripts finish, meetings end, or calls completeβso you can store transcripts, mark completion, and launch follow-up drafts without manual data entry.
How this automation completes your outreach calls
When a new meeting transcript finishes, manual tracking delays outreach updates and follow-up drafts. This automation creates transcript files, updates outreach records, and hands off contextβso your team can move faster from call to content.
Fathomor swap with your favorite app
2.Find matching outreach record
Integrate Zapier Tables and CRM tables to search by meeting or join URL and return the record id.
Zapier Tablesor swap with your favorite app
3.Create transcript file
Integrate Google Drive and file storage tools to map transcript text into a file and save it in Call_Transcripts.
Google Driveor swap with your favorite app
4.Update outreach call status
Integrate Zapier Tables and CRM tables to update the outreach record with transcript link, completed status, and timestamp.
5.Update processed email thread
Integrate Gmail and email labeling tools to remove the call booked label or add an internal processed label.
Gmailor swap with your favorite app
6.Call message writer sub-zap
Integrate Sub-Zap by Zapier and workflow tasks to send outreach id and transcript link for follow-up drafts.
Sub-Zap by Zapieror swap with your favorite app
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Eliminate manual CRM updates with automated record capture, field mapping, and contact creation
Set up in minutes
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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