Sync Fathom calls to Close and post action items in Slack

By General Input

Every 30 minutes, log new Fathom call recordings as Close notes, create tasks for each action item, and post a Slack recap so nothing falls through the cracks.

Integrations

  • Close
  • Fathom
  • Slack Bot

Type

Agentic Task

Categories

  • Sales
  • Operations

Build an agent workflow that runs on a cron every 30 minutes. The agent keeps Close clean and the team informed about Fathom call activity.

On each run, the agent should:

1. Call Fathom's List Meetings, filtered to meetings that ended within the last 30 minutes (use the previous run window plus a small overlap to avoid gaps). For each meeting, include the summary and action items in the response so we don't have to make extra calls just for those.

2. For each meeting, fetch the full transcript with Fathom's Get Transcript so we can pull quoted highlights for the Close note.

3. Match the meeting to a Close lead by attendee email. Use Close's List Leads with an email query (search by each external attendee's email, not internal team members). If multiple leads match, prefer the lead that is currently open and most recently active. If no lead matches, skip the meeting and add it to an unmatched list for the Slack recap.

4. On a match, call Close's Create Note on the lead. The note body should be a clean recap with these sections in order: a one-line outcome, the meeting summary, key objections raised, next steps, and 2-3 quoted highlights pulled from the transcript. Include the Fathom recording URL at the top of the note so reps can jump back to the source. Use HTML formatting so the note renders nicely in Close.

5. For each action item Fathom surfaced on the call, call Close's Create Task on the same lead. Set the task text to the action item, assign it to the Close user whose email matches the action item's owner when possible (otherwise the lead owner), and set a due date: if the action item mentions a specific date, use that; otherwise default to 2 business days out.

6. After processing all meetings, post a single message to Slack with Slack Bot's Send a Message to the channel the user configures (default: #sales). The message should have three sections: Calls logged (each call with the lead name and a link to the Close lead), Open action items grouped by owner (each item with the lead and due date), and Unmatched calls (each meeting title with the attendee emails so a rep can fix the mismatch). Use Slack mrkdwn formatting and keep it scannable.

Guardrails: never create duplicate notes for the same Fathom recording (check the most recent notes on the lead for a Fathom recording URL match before creating). If Fathom returns zero meetings in the window, skip the Slack post entirely (don't spam the channel with empty recaps). Respect Close and Fathom rate limits with backoff on 429s.

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