fathom-core-workflow-b

name	fathom-core-workflow-b
description	Sync Fathom meeting data to CRM and build automated follow-up workflows. Use when integrating Fathom with Salesforce, HubSpot, or custom CRMs, or creating automated post-meeting email summaries. Trigger with phrases like "fathom crm sync", "fathom salesforce", "fathom follow-up", "fathom post-meeting workflow".
allowed-tools	Read, Write, Edit, Bash(python3:*), Grep
version	1.0.0
license	MIT
author	Jeremy Longshore <[e-mail]>
tags	["saas","meeting-intelligence","ai-notes","fathom"]
compatible-with	claude-code

Fathom Core Workflow: CRM Sync & Follow-Up

Overview

Automate post-meeting workflows: sync meeting notes to CRM opportunities, send follow-up emails with action items, and maintain a meeting history database.

Instructions

Meeting-to-CRM Sync

def sync_meeting_to_crm(meeting: dict, crm_client):
    summary = meeting.get("summary", "")
    action_items = meeting.get("action_items", [])
    participants = meeting.get("participants", [])

    # Find matching CRM contact/opportunity by participant email
    for email in participants:
        contact = crm_client.find_contact(email=email)
        if contact:
            crm_client.log_activity(
                contact_id=contact["id"],
                type="meeting",
                subject=meeting["title"],
                body=f"Summary: {summary}\n\nAction Items:\n" +
                     "\n".join(f"- {a['text']}" for a in action_items),
                date=meeting["created_at"],
            )

Automated Follow-Up Email

def generate_followup_email(meeting: dict) -> str:
    actions = meeting.get("action_items", [])
    action_list = "\n".join(f"- {a['text']}" for a in actions)

    return f"""Hi team,

Thanks for the meeting: 

Summary:


Action Items:


Best regards"""