1.Monitors new team meeting transcripts
Integrate Fathom and meeting transcript tools to detect new team meeting transcripts for coaching and support activity.
Add AI coach review notes to lead records
Automatically monitor new team meeting transcripts across Fathom. Generate AI coach review notes, create coaching table records, and attach notes to leads so you can follow up without manual note taking.
How this automation logs AI coach reviews to lead records
When team coaching transcripts are completed, missing or inconsistent notes can slow follow-up and reduce coaching quality. This automation filters qualifying calls, generates AI coach reviews, creates coaching table records, finds the matching lead, and adds the review as a CRM note.
Klafteror swap with your favorite app
2.Filters qualifying team calls
Integrate Filter by Zapier and workflow routing tools to continue only for calls that match coaching and support criteria.
Filter von Zapieror swap with your favorite app
3.Generates an AI coach review
Integrate ChatGPT (OpenAI) and AI generation tools to generate a formatted coach review from the transcript text.
ChatGPT (OpenAI)or swap with your favorite app
4.Creates a coaching table record
Integrate Zapier Tables and data fields to create a coaching record for the scheduled time, owner, and transcript.
Zapier Tablesor swap with your favorite app
5.Finds matching meeting or lead
Integrate Close and CRM search tools to find candidate meeting or lead records by meeting title and scheduled date.
Schließenor swap with your favorite app
6.Identifies today's matching lead id
Integrate AI by Zapier and parsing tools to extract the correct lead id from Close search results.
KI von Zapieror swap with your favorite app
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Add AI meeting notes to CRM contact and deal
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Add AI meeting summaries and recordings to CRM records
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Add AI meeting summaries to CRM contact notes
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Add AI meeting summaries to CRM contact records
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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
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Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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