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"
category: business-and-finance
source_repo: jeremylongshore/claude-code-plugins-plus-skills
source_path: "plugins/saas-packs/fathom-pack/skills/fathom-core-workflow-b/SKILL.md"
source_url: https://github.com/jeremylongshore/claude-code-plugins-plus-skills/blob/HEAD/plugins/saas-packs/fathom-pack/skills/fathom-core-workflow-b/SKILL.md
---

# 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

```python
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

```python
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

```sql
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](https://developers.fathom.ai/api-reference)
- Fathom Integrations

## Next Steps

For error troubleshooting, see `fathom-common-errors`.

---

**Source:** [`jeremylongshore/claude-code-plugins-plus-skills`](https://github.com/jeremylongshore/claude-code-plugins-plus-skills) → `plugins/saas-packs/fathom-pack/skills/fathom-core-workflow-b/SKILL.md`