Imported from jeremylongshore/tons-of-skills-marketplace (
skills/.curated/fathom-core-workflow-b/SKILL.md). Install upstream withnpx skills add jeremylongshore/tons-of-skills-marketplace --skill fathom-core-workflow-b. Copyright stays with the author (MIT).
Fathom Core Workflow: CRM Sync & Follow-Up
Prerequisites
- Approved CRM mapping, consent/recording policy, scoped credentials, owner, and synthetic test meeting data.
Output
- A reviewed Fathom-to-CRM follow-up workflow with explicit field mapping, consent/data controls, idempotency, and rollback/disable action.
Error Handling
| Condition | Safe response |
|---|---|
| CRM record maps incorrectly | Pause sync, correct the field mapping, and validate with a synthetic record before replay. |
| Duplicate follow-up is detected | Deduplicate by stable meeting/action ID and do not resend automatically. |
| Consent/recording state is unclear | Do not sync or distribute content until the owner verifies it. |
Examples
Use a synthetic meeting summary and test CRM contact to verify field mapping, follow-up creation, and deduplication in development. Record only opaque IDs and outcomes; do not use customer recordings, transcripts, or contacts as a tutorial fixture.
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: {meeting['title']}
Summary:
{meeting.get('summary', 'No summary available')}
Action Items:
{action_list if action_list else '- None recorded'}
Best regards"""Meeting History Database
CREATE TABLE fathom_meetings (
id VARCHAR PRIMARY KEY,
title VARCHAR NOT NULL,
created_at TIMESTAMP NOT NULL,
duration_seconds INTEGER,
summary TEXT,
participant_count INTEGER,
action_item_count INTEGER,
synced_to_crm BOOLEAN DEFAULT FALSE,
synced_at TIMESTAMP
);Resources
- Fathom API Reference
- Fathom Integrations
Next Steps
For error troubleshooting, see fathom-common-errors.