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 HighLevel?
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.