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Goal:
Set up a Zap that is automatically triggered once an agency’s team member ends a client meeting call and turns this into a recap email.

Ideal Flow

  1. Agency team member ends their client meeting call.
  2. Action -  Meeting transcript turns into a Google doc in G-drive folder.
  3. Next action -  Pull that doc content and use a ChatGPT prompt to create a concise recap.
  4. Next action - Concise recap is then emailed to agency team member so they can review. (We don’t want it automatically sent to the client.

Currently, my Zap

  1. Takes a Fathom transcript and turns it into a Google doc. (However, I’m not sure how scalable it will be since we all have calls going to Fathom Team Calls. Currently, I’m only testing on myself.)
  2. Currently, I’m getting emails that say “Hi team” but no recap. That’s when I added the action to take the Fathom transcript and turn into a Google doc.

I have a message out to Fathom but thought I’d try here as well. Any tips or help would be greatly appreciated. Thank you for reading! 

 

Hi ​@DeeDeeAmp 

For us to have more info, post screenshots showing how your Zap steps are outlined and configured in EDIT mode with the field mappings visible.

Fathom Zap app available triggers/actions: https://zapier.com/apps/fathom/integrations#triggers-and-actions

Fathom has these actions available:

  • New AI Summary
  • New Highlight
  • New Transcript

 

 

Thank you, Troy. Taking a peek now.
Will follow up with screenshots.

Trigger - Fathom   using New AI Summery
Configured with our agency’s team calls



(Initially, I tried with transcript but was told that it was easier with a summary.)

Next - 
Action - (Linked to my account)


Configured to - 


I’ve been getting recaps sent to my g-drive folder.

This is where I have tried 3 different ways. I’ve gotten as far an Outlook email with “Hi Team” (what i put in the body for the Outlook action).   

Thank you for any help. I really appreciate it.

 

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