Workflows · 1 min read
Fathom Triggers and Actions in Workflows
Fathom records and summarizes your meetings. Connect it to send follow-ups and notify your team using meeting details.
Connect Fathom
- Go to Automation > Workflows and create or open a workflow.
- Add a trigger or action and search for Fathom.
- Click Connect and sign in to your Fathom account.
- Save the connection. You can reuse it in any workflow.
You can also manage the connection under Settings > Integrations.
Triggers
These start a workflow when something happens in Fathom:
- New Recording
Actions
Your workflow can do these in Fathom:
- List Recordings
- Fetch Transcript
- Fetch Summary
Tips
- Test the trigger or action while you set it up so its data is available to later steps.
- Use the summary with an AI or email action to send personalized follow-ups.