1.Detect new meeting transcript
Integrate Fathom and transcript storage tools to trigger the analysis flow from each new meeting transcript.
Score sales calls and log results to sheet
Automatically monitor new meeting transcripts across Fathom and analytics tools. Get instant alerts and create scored records when transcripts qualifyβso you can classify sales calls, score calls, and notify reps without manual reporting.
How this automation scores your call performance
When new meeting transcripts appear, teams miss timely scoring and coaching. This automation classifies transcripts and filters sales calls, then analyzes scores, creates Google Sheets call rows, and posts Slack coaching notesβso your team can coach from real signal.
Fathomor swap with your favorite app
2.Classify transcript as sales call
Integrate AI by Zapier and natural language tools to classify transcripts and generate a sales-call Yes or No flag.
AI by Zapieror swap with your favorite app
3.Continue only for sales-call results
Integrate Filter by Zapier and workflow rules to pass through only transcripts marked as sales calls.
Filter by Zapieror swap with your favorite app
4.Analyze transcript for numeric score
Integrate AI by Zapier and reporting tools to produce a numeric score plus strengths and weaknesses with coaching summary.
5.Create scored call spreadsheet row
Integrate Google Sheets and spreadsheet reporting to create a new row with score and recording link.
Google Sheetsor swap with your favorite app
6.Post coaching note to team channel
Integrate Slack and team messaging to send score and a concise coaching note with a safe recording link.
Slackor swap with your favorite app
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Improve sales performance visibility with automated metric alerts, rep activity tracking, and dashboard updates
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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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