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Fathom Actions & Triggers

Managing meetings can quickly become overwhelming—especially when you have to review recordings, write notes, and send follow-ups. The good news is that you can automate most of this work using a smart integration that connects your meetings directly to your workflows. This guide will walk you through how it works and how to start using it.

What This Integration Can Do

Once connected, this integration helps you automatically:

This means you can automate things like follow-up emails, task creation, and note organization—saving you time and effort.

Triggers vs Actions

Triggers (What starts a workflow)

Actions (What the workflow does)

How to Get Started

Add the Integration to a Workflow

Open your workflow builder and add a new trigger or action. You can locate the Fathom integration in the Apps section. 

Choose a trigger or action (for example, New Recording or Fetch Transcript).

Connect Your Account

If your account is already connected, you’ll see options right away. If not, click Connect Now and log in.

You can also connect it from your Settings → Integrations area.

Once connected, you’ll be able to pull recordings, transcripts, and summaries directly into your workflows.

Automating your meeting workflows can make a huge difference in productivity. Instead of manually reviewing calls and writing notes, you can let your system handle it for you—quickly and consistently.

Practical Examples & Use Cases

Automatic Follow-Up Emails After Sales Calls

Problem: Follow-ups are often rushed or inconsistent.
Solution: Automatically generate them from meeting data.

How it works:

Automatic Summaries + Task Creation

Problem: Action items are often missed or unclear.
Solution: Turn meeting summaries into tasks automatically.

How it works:

Frequently Asked Questions

When does the “New Recording” trigger start?

Can I match recordings to contacts?

Are these actions free?

100%