Fathom Actions and Triggers in Workflows

Modified on Thu, 26 Mar at 4:20 AM

Overview:

We’ve introduced Fathom actions and triggers in Workflows.

This allows users to turn meeting conversations into automated workflows such as follow-ups, task creation, and internal notifications without manual effort.

Triggers : 

New Recording

Trigger workflows when a new meeting recording is available in Fathom.

What it does:

Fires when a meeting recording is created and processed
Provides metadata such as recording ID, meeting details, transcript, and more

Actions: 

List Recordings

Retrieve a list of available Fathom recordings for the connected account.

What it does:

Fetch recordings based on the connected user
Allows selection of recordings for downstream actions

Fetch Transcript

Retrieve the transcript for a selected recording.

What it does:

Provides full meeting transcript
Enables use of transcript data in AI and other workflow steps

Fetch Summary

Retrieve the AI-generated summary for a selected recording.

What it does:

Provides concise meeting summaries
Can be used for task extraction, notifications, and follow-ups

Integration Setup

Connect Fathom to start using triggers and actions in workflows.

Steps:

Go to Workflow Builder and search for Fathom
Select any Fathom trigger or action
Click Connect Now and sign in using your Fathom account

Alternative:
Go to Settings → Integrations
Find Fathom and connect your account

Use Cases

Use transcripts from Fathom to generate personalized follow-up emails.

Trigger when transcript is generated
Extract competitors mentioned in the call using Manus
Generate context-aware follow-ups using AI action
Send emails automatically based on the conversation

Client Call → Auto Summary + Task Assignment

Automatically convert meeting summaries into actionable tasks in clickup.

Fetch meeting summary from Fathom
Extract action items using AI
Create tasks in ClickUp
Send internal notifications to the team for visibility

FAQs

When does the “New Recording” trigger fire?

The trigger fires after the meeting recording is processed and available in Fathom. This may take a few minutes after the call ends for the summary to be processed.

Can I map Fathom recordings to contacts in the Platform?

Yes, but mapping is not automatic. You can match contacts using participant details (such as email) within your workflow.

Is Fathom a premium action in workflows?

Yes. Fathom actions (such as fetching transcripts, summaries, or recordings) are considered premium workflow actions and will be charged at default rate per execution.