Logo FathomCLIAPI@0.0.8Logo ZapierFormatterCLIAPI@1.0.7Logo ZapierFormatterCLIAPI@1.0.7Logo GoogleDocsV2APILogo GoogleDocsV2APILogo GoogleDriveCLIAPI@1.15.1Logo GoogleDriveCLIAPI@1.15.1Logo GoogleDriveCLIAPI@1.15.1Logo GoogleMailV2CLIAPI@2.5.1Logo SMSCLIAPI@1.0.4

Fathom AI Summary to Client Document

1) New Ai Summary In Fathom Is Generated from Meeting Transcription 2) Attendees email addresses are formatted 3) Date & Time of meeting is formatted 4) Client summary template is located 5) Client summary template is created 6) Client folder is located or new one created if not found. 7) Move the new client summary document to the client folder. 8) Share the client summary document with the client's email address. 9) Create new email draft to client in Gmail. 10) Send yourself a text message reminder that the email draft is ready.

Ryan Hutchinsoncreated by Ryan Hutchinson

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  • 5 minutes to set up
  • Get back 1.2 hrs /week
  • 4 people use this zap

This Zap uses the following 6 apps

  • Logo Fathom
  • Logo Formatter by Zapier

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