Dovetail + Fathom

Create Dovetail notes from new Fathom ai summaries

Streamline your workflow with this integration that is set in motion when a New AI Summary is delivered in Fathom. Following this, a comprehensive note is created in Dovetail, simplifying your data management tasks. This efficient process allows you to concentrate on valuable analytics rather than mundane tasks, providing you with a strategic advantage in your work.

When this happens...
New AI Summary
Triggers when there's a new AI summary from a meeting.
TriggerInstant
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Add Data to Project
Adds data to an existing project.
ActionWrite

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Supported triggers and actions

New Action Item
Triggers when there's a new action item from a meeting.
Trigger
Instant
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New Download Video
Triggers when a meeting recording is available for download.
Trigger
Instant
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New Recording
Triggers when there's a new meeting recording.
Trigger
Instant
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- Project
Trigger
Polling
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Updated Project
Triggers when a project is updated.
Trigger
Polling
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- ProjectRequired
- Title
- Content
- Published
- Append content if insight exists
Action
Write
- Name
Action
Write

New AI Summary
Triggers when there's a new AI summary from a meeting.
Trigger
Instant
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New Highlight
Triggers when there's a new highlight from a meeting.
Trigger
Instant
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New Transcript
Triggers when there's a new transcript from a meeting.
Trigger
Instant
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New Project
Triggers when a new project is created
Trigger
Polling
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- ChannelRequired
- TextRequired
- TimestampRequired
- Source Title
- Source URL
- Custom fields
Action
Write
- ProjectRequired
- Title
- Content
- Append content if data exists
Action
Write