Are you looking for a seamless way to organize your meeting notes, action items, and recordings in ClickUp? In this guide, I’ll show you how to automate the process using Fathom AI, ClickUp, and Zapier, so you never lose track of important meeting details again!
New to ClickUp? Read our full tutorial on how to use clickup as a beginner.
Why Integrate Fathom AI Meeting Notes with ClickUp?
Fathom AI is a powerful tool for generating AI-powered meeting summaries, action items, discussion points, and full transcripts. With its free version, you can generate summaries and action items for up to 5 meetings per month (upgrade for more). By connecting Fathom AI to ClickUp via Zapier, you can automatically store all your meeting content in ClickUp as documents or tasks, making it easy to access and share with your team. Benefits of this integration:- Centralize all meeting notes and action items in ClickUp.
- Ensure nothing falls through the cracks, every meeting is documented.
- Save time by automating manual data entry.
- Make it easy for your team to find and act on meeting outcomes.
Step 1: Set Up Your Zap in Zapier
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- Go to Zapier and start creating a new Zap.
- Choose Fathom AI as the trigger app.
- For the trigger event, select “New AI Summary”.
- Connect your Fathom AI account (authorize if prompted).
- Test the trigger to ensure Zapier can retrieve your meeting notes. You can set this up for individual or team meetings.
Step 2: Add Fathom AI Notes to ClickUp as a Document
- Choose ClickUp as the action app.
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- For the action event, select “Create Document”.
- Configure the document details:
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- Select the appropriate Space, Folder, and List in ClickUp where you want the document to be created.
- For the document name, use the meeting title from the Fathom AI summary.
- In the content section, choose the AI summary (markdown formatted) to preserve all formatting.
- Test this step to make sure the document is created in ClickUp with all meeting details.
Step 3: (Optional) Create a ClickUp Task with the Meeting URL
You can also automate the creation of a ClickUp task that includes the meeting recording URL for easy access.
- Add another action in your Zap:
- Choose ClickUp again, and select “Create Task”.
- Use the same ClickUp account.
- Configure the task details:
- Select the Space, Folder, and List as needed.
- For the task name, use the meeting title from the Fathom AI summary.
- In the description, you can include the AI summary or leave it blank.
- Set up assignees, due dates, start/end dates, and task status as needed.
- For the meeting URL, select the “Recording Share URL” from Fathom AI so it’s easily accessible.
- Test this step to ensure the task is created with all relevant details and the recording link.
Suggestion: Assign action items directly to team members in ClickUp to boost accountability.
Step 4: Enjoy Seamless Meeting Management!
Now, every time you finish a meeting and Fathom AI generates a summary, Zapier will automatically add the notes to ClickUp as a document and/or task. You’ll have all your meeting summaries, action items, and recordings organized and accessible in one place.
Pro Tips:
- Use either automation (document or task) or both, depending on your workflow.
- Set up ClickUp notifications to alert your team when new meeting notes or tasks are added.
- Regularly review your ClickUp workspace to archive or organize past meeting notes for easy reference.
Conclusion
Integrating Fathom AI, Zapier, and ClickUp streamlines your meeting management process, ensuring your team always has access to the latest notes and action items. Try this setup to keep your meetings actionable, organized, and easy to find!