Skip to main content
Question

How do I extract action items from Fathom to create a Google Doc?


I have a Google Meet that I have recorded with Fathom and that meeting has several action items. When I create a Zap to export those items to a Google Doc, I only get one item in the records of my Zap, which then only adds one item to the doc. This happens using the Zapier template “Generate Google Docs documents with every new Fathom action item” and creating a Zap from scratch. How do I create a Zap that will extract all of the action items from a Fathom recording?

 

Did this topic help you find an answer to your question?
This post has been closed for comments. Please create a new post if you need help or have a question about this topic.

6 replies

Troy Tessalone
Forum|alt.badge.img+14

Hi ​@woubumang 

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.


  • Author
  • New
  • 2 replies
  • January 6, 2025

Hi ​@Troy Tessalone! Thanks for the reply. I’m not sure if this covers everything you are asking for. The issue I am running into is that I can only find a record for one of the three action items in the meeting.

 

 


Troy Tessalone
Forum|alt.badge.img+14

@woubumang 

Zap trigger being used is: Fathom - New Action Item

That means the Zap trigger data will only have 1 action item.

 

You would need to try using a different Fathom Zap trigger event to get all of the action items for 1 meeting.


  • Author
  • New
  • 2 replies
  • January 6, 2025

So I would have to know how many action items each meeting was going to generate beforehand? Oof.


Troy Tessalone
Forum|alt.badge.img+14

@woubumang 

There is probably a data point returned from Fathom that indicates the meeting the Action Item is assoicated with.

 

You can add that unique Fathom Meeting ID to the GDoc Title via this Zap action: GDocs - Find Document (enable the checkbox to create Document if not found)

You can use that Fathom Meeting ID to find the GDoc.

You can then use this Zap action: GDoc - Append Text to Document

 

NOTE: You may want to add this Zap action: Delay - After Queue

 


SamB
Community Manager
Forum|alt.badge.img+11
  • Community Manager
  • 7396 replies
  • January 14, 2025

Hi there, ​@woubumang 👋

Were you able to locate the Meeting ID and use it in the Find Document action as Troy suggested?

Let us know if you need any further assistance—we’re happy to help! 🙂