Use Fathom Recordings and Summaries in Workflows

Fathom records and summarizes your meetings. With it connected, a workflow can start when a new recording is ready and pull its transcript or summary into follow-up steps.

What is included

• Trigger: New Recording starts when a recording is created and processed.
• List Recordings retrieves available recordings.
• Fetch Transcript gets the transcript of a chosen recording.
• Fetch Summary gets the AI-written summary.

These are premium steps and count toward premium usage.

Set up the trigger

1. Go to Automation > Workflows and click Add New Trigger.
2. Open the Apps tab and search for Fathom.
3. Select New Recording. If asked, click Connect Your Account and authorize it.
4. In the filters, choose where to listen, such as My Meetings or Team Meetings.
5. Click Find New Records to test, review the data, then Save Trigger.

Add actions

Click +, choose Fetch Summary or Fetch Transcript, and select the recording from the trigger data. Then use the output in later steps, for example:

• Email the client a recap of what was discussed.
• Create a task for each action item.
• Notify a teammate in Conversations that notes are ready.

Pairing with AI

Pass the summary into an AI step to draft a follow-up message, then send it after a short wait for review.

Good to know: Check the summary text before it is sent to customers, since AI summaries can miss context.