Create notes for contacts in FirstQuadrant when new ai summaries occur in Fathom
Streamline your workflow by using this automation between Fathom and FirstQuadrant. Whenever a new AI Summary is generated in Fathom, a note will be instantly created for a contact in FirstQuadrant. This means you'll never miss documenting crucial summaries, enhancing your data management and letting you focus on strategic decision-making.
Streamline your workflow by using this automation between Fathom and FirstQuadrant. Whenever a new AI Summary is generated in Fathom, a note will be instantly created for a contact in FirstQuadrant. This means you'll never miss documenting crucial summaries, enhancing your data management and letting you focus on strategic decision-making.
- When this happens...New AI Summary
Triggers when there's a new AI summary from a meeting.
- automatically do this!Create Note for Contact
Create a note for an existing contact
- Free forever for core features
- 14 day trial for premium features & apps