1.Detect new AI meeting summary event
Integrate Fathom and meeting analytics tools to capture meeting metadata and AI summary text into the workflow.
Create meeting summary rows in your central sheet
Automatically capture AI meeting summaries across Fathom and Google Sheets. Create and update meeting log rows when AI meeting summaries are generated or customer meeting tags appear or recording links get attached—so you can filter irrelevant meetings, format dates, and log summaries without manual spreadsheet entry.
How this automation captures meeting logs
When new AI meeting summaries arrive, manual notes turn into scattered handoffs and delayed customer follow-through. This automation captures meeting metadata, filters relevant meetings, formats scheduled time, and creates rows in Google Sheets—so your team can find the right context fast.
Klafteror swap with your favorite app
2.Filter for customer-facing meetings
Integrate Filter by Zapier and tagging rules to continue only for configured customer-facing team meetings and customer work.
Filter von Zapieror swap with your favorite app
3.Format scheduled time for the row
Integrate Formatter by Zapier and timezone tools to format scheduled time to DD-MM-YYYY and normalize timezone.
Formatter von Zapieror swap with your favorite app
4.Create or match summary row
Integrate Google Sheets and spreadsheet tools to create a new row or match by title and formatted date, then store summary details.
Google Sheetsor swap with your favorite app
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Capture meeting takeaways with automated summary delivery, action item logging, and follow-up alerts
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.
Schritt 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Schritt 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Schritt 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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