Skill UI

This workflow automates post-meeting intelligence management. It syncs detailed meeting notes, summaries, and action items captured by Fathom to major CRMs like Salesforce or HubSpot. It also generates tailored follow-up emails and maintains a structured meeting history database, ensuring seamless follow-through and accurate record-keeping after every meeting.

This guide provides best practices for optimizing Fathom API usage and managing associated cloud costs. It covers strategies like implementing caching for transcripts, switching from API polling to webhooks, batching CRM writes, and establishing data retention policies (e.g., archiving after 90 days) to minimize unnecessary spending on storage and API calls.

A comprehensive diagnostic bundle designed to troubleshoot Fathom API connectivity, meeting sync failures, transcript availability, and authentication issues. It collects key data points (such as API status codes, rate limit headers, and meeting metadata) into a single archive, simplifying the process of diagnosing integration failures for support teams.

This guide provides advanced strategies for optimizing bulk data synchronization and reducing latency when interacting with the Fathom meeting intelligence API. Techniques covered include implementing granular caching strategies (different TTLs for transcripts vs. action items), efficient batch processing with rate limit management, connection pooling, and robust error handling for reliable, high-throughput data operations.

This comprehensive checklist guides developers through ensuring that Fathom API integrations are robust, secure, and fully compliant for production use. It covers critical areas including secrets management, rate limiting, webhook verification, advanced error handling (like circuit breakers), PII compliance, and comprehensive monitoring setup, ensuring reliable meeting data pipelines.

Provides comprehensive security guidelines and code patterns for integrating with the Fathom API. This module covers critical security concerns such as API key management, webhook signature verification, PII (Personally Identifiable Information) redaction, and robust input validation. It ensures compliance and protects highly sensitive meeting transcripts and confidential business data in production environments.

This skill provides a comprehensive guide to configuring and handling Fathom webhooks. It allows developers to receive real-time and completed meeting data at a custom endpoint. The payload includes critical information such as meeting summaries, full transcripts, and action items. Ideal for building automated data pipelines, triggering workflows, and integrating meeting intelligence into custom applications.