Fathom + FYI
Manage new Fathom action items by creating or updating tasks in FYI
Streamline your productivity by linking Fathom and FYI for seamless task management. With this workflow, every time a new action item arises in Fathom, a task is instantly created or updated in FYI. Maintain an efficient workflow while ensuring you never miss an important action item again. This is the perfect solution for keeping track of your tasks across multiple platforms effortlessly.
Streamline your productivity by linking Fathom and FYI for seamless task management. With this workflow, every time a new action item arises in Fathom, a task is instantly created or updated in FYI. Maintain an efficient workflow while ensuring you never miss an important action item again. This is the perfect solution for keeping track of your tasks across multiple platforms effortlessly.
- When this happens...New Action Item
Triggers when there's a new action item from a meeting.
- automatically do this!Create or Update Task
Create or Update a Task in FYI.
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New Action Item
Triggers when there's a new action item from a meeting.
Try ItNew Download Video
Triggers when a meeting recording is available for download.
Try ItNew Recording
Triggers when there's a new meeting recording.
Try ItCreate client if it doesn’t exist yetRequired
Export to xero if connectedRequired
Group Name
Phone Number
Mobile Number
Partner Email
Manager Email