How it works
Fathom drops each call transcript into Google Drive, AI analysis extracts pain points, proposed automations and rough ROI, and the pipeline generates a branded scope of work Google Doc, a personalized follow up email draft, and Notion CRM notes with next step tasks.
What triggers it
A new Fathom transcript in Google Drive.
Step by step
- 1Fathom saves the transcript to Google Drive
- 2Claude extracts pain points, proposed automations and ROI estimates
- 3A branded scope of work is generated as a Google Doc
- 4A personalized follow up email is drafted
- 5Notion gets the call notes and next step tasks
Why an off the shelf connector was not enough
Fathom summarizes a call but does not write a scope of work. Turning the transcript into a document a client can sign needed our own templates and analysis.