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Fathom

Productivity

Turn Fathom AI notetaker recordings into workflow fuel. Agents list meetings, pull transcripts and AI summaries, browse teams and members, and register webhooks so every recorded call can trigger downstream follow-up.

9 actions API key available
Fathom website ↗ Platform Documentation ↗ Capability data verified 2026-07-27
A scheduled sweep runs each evening over the day's recorded calls
List Meetings pulls recordings filtered to external-guest calls, with summaries and action items inlined
Get Summary fetches the AI notes for each call that touched an open deal
The agent matches attendee emails against CRM records and extracts commitments and action items
Follow-up tasks are created in the task manager and the recap is attached to the deal record
A digest of every commitment made on today's calls posts to the sales channel
The account owner reviews the drafted customer follow-up email built from the summary and approves it before it sends

What This Integration Enables

Meeting intelligence tools solved recording and summarizing, then mostly stopped. The summary that stays inside the notetaker is a note; the summary that becomes a CRM update, three tasks, and an approved follow-up email is work completed. That second half is orchestration, and it is what this connector is for. FlowRunner agents list recordings with rich filters, by date, meeting type, owner, team, and whether external guests attended, pull time-stamped transcripts and AI summaries, and register webhooks so downstream flows fire the moment new meeting content is ready. - Route summaries and action items into CRM records, task managers, and chat automatically - Archive full speaker-attributed transcripts into a knowledge base for search and compliance - Filter to exactly the calls that matter: external-guest sales calls, one team's QBRs, one owner's week - React in near real time via Fathom webhooks instead of polling - Audit the Fathom organization itself: teams, members, users, and permission levels

Without FlowRunner

Notes that die in the notetaker Fathom captures every call beautifully, and the summaries sit in Fathom while the CRM stays blank
Follow-ups from memory The rep writes the recap hours later from recollection, and the commitment made at minute 42 goes missing
Transcript archaeology Finding what a customer said about pricing means scrubbing through recordings one by one

With FlowRunner

Every call lands where work happens Summaries attach to deals, action items become tasks, recaps post to the channel, all within minutes of the call ending
Follow-ups drafted from the transcript The agent drafts the recap from what was actually said, and the rep edits instead of reconstructing
Transcripts as a searchable corpus Speaker-attributed, time-stamped transcripts archive into your knowledge base where retrieval is a query

Use Case Scenarios

The CRM that updates itself after every sales call

A webhook registered through Create Webhook fires when a recording's summary is ready. The agent pulls the notes with Get Summary, matches the external attendees to a [HubSpot](/integrations/hubspot) contact and deal, attaches the recap, and creates follow-up tasks in [Todoist](/integrations/todoist) for each action item. The rep walks out of the call and into a CRM that already knows what happened. Pipeline reviews stop starting with "let me find my notes."

The searchable meeting archive

Every night, List Meetings sweeps the day's recordings and Get Transcript pulls each full transcript, speaker-attributed with HH:MM:SS timestamps, using the asynchronous Destination URL delivery for long calls. Each transcript lands as a page in [Notion](/integrations/notion), tagged with meeting type and attendees. When someone asks what the customer said about the renewal in March, the answer is a search, not an afternoon of scrubbing video.

Meeting hygiene reporting by team

On a monthly schedule, the agent calls List Meeting Types and List Teams, then List Meetings per team and type across the month, splitting internal-only calls from those with external guests. Counts and trends land in [Google Sheets](/integrations/google-sheets): which teams record their customer calls, which meeting types generate action items, where recording discipline is slipping. List Users adds the permissions picture so the ops lead can spot deactivated accounts still holding admin access. The operational review of the meeting stack becomes a report an agent maintains.

Human-in-Loop Highlight

Create Webhook is a standing grant, not a one-time read: once registered, Fathom POSTs every qualifying future recording's content, transcript, summary, action items, to whatever Destination URL was supplied, for recordings scoped as broadly as your whole team's shared calls. A transcript is often the most sensitive artifact a company produces in a day, verbatim customer conversations, pricing discussions, candidate interviews, so wiring an automatic feed of them to an endpoint deserves a decision, not a default. In FlowRunner flows, an agent proposing a new webhook presents the Triggered For scope, the content flags, and the destination to the operations owner through a [human-in-the-loop](/concepts/human-in-the-loop) step, and registers only on approval. The same review guards the other direction of reach: a follow-up email drafted from a summary is read by a customer, so the account owner approves it before it leaves. Pulling and filing content runs autonomously; opening a permanent pipe or reaching a customer waits for a person.

Agent processes routinely
Detects exception requiring judgment
Clear match Continues automatically
Ambiguous Routes to human via email
Human decides
Agent resumes with decision

Agent Capabilities

9 actions

Meetings

2
  • List Meetings Retrieves a paginated list of recordings accessible to your API key, with filters for date range, meeting type, recording owner, team, and internal-only versus external-guest calls. Optional content flags inline the AI summary, full transcript, action items, highlights, and CRM matches in a single call.
  • List Meeting Types Lists your organization's configured meeting types, active and inactive, with creation dates. Returned type names feed the List Meetings filter.

Recordings

2
  • Get Transcript Retrieves the full time-stamped transcript for a recording, each line attributed to a speaker with display name and matched calendar-invitee email. Synchronous by default; supply a Destination URL for asynchronous delivery of very long recordings.
  • Get Summary Retrieves the AI-generated summary for a recording, capturing key points and outcomes. Synchronous by default, with the same Destination URL option for asynchronous delivery.

Organization

3
  • List Teams Lists the teams in your Fathom account. Team names feed the filters on List Meetings, List Team Members, and List Users.
  • List Team Members Lists team members across the account, optionally scoped to one team, with each member's identity and team association.
  • List Users Lists every user with their permissions and settings access level, filterable by team, account status, and settings-access role. Admin-scoped; requires an API key with appropriate permissions.

Webhooks

2
  • Create Webhook Registers a webhook that Fathom calls when new meeting content is ready, POSTing the payload to your Destination URL. Triggered For controls which recordings fire it; at least one content flag must be enabled. The standing grant this page's human gate reviews.
  • Delete Webhook Deletes a previously registered webhook by ID, stopping further notifications to its destination. The cleanup half of webhook lifecycle management.

Frequently Asked Questions

What can FlowRunner do with Fathom?

FlowRunner agents can run List Meetings, List Meeting Types, and Get Transcript in Fathom, plus 6 more actions.

Does connecting Fathom to FlowRunner require OAuth?

No. Fathom connects to FlowRunner with an API key, no OAuth flow required.

Can Fathom trigger a FlowRunner workflow automatically?

Fathom doesn't currently expose triggers in FlowRunner. It connects as an action step inside workflows started by another trigger.

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