logotipo FathomCLIAPI@0.0.8logotipo ZapierFormatterCLIAPI@1.0.7logotipo ZapierFormatterCLIAPI@1.0.7logotipo GoogleDocsV2APIlogotipo GoogleDocsV2APIlogotipo GoogleDriveCLIAPI@1.15.1logotipo GoogleDriveCLIAPI@1.15.1logotipo GoogleDriveCLIAPI@1.15.1logotipo GoogleMailV2CLIAPI@2.5.1logotipo 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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This Zap works in 10 steps

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

This Zap uses the following 6 apps

  • logotipo Fathom
  • logotipo Formatter by Zapier

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