Automatically Turn Fathom AI Action Items into ClickUp Tasks

If you’re working with clients and using Fathom AI as your meeting notetaker, this video will help you set up a Zapier automation to automatically turn action items into tasks so that nothing falls through the cracks.

If you don't use ClickUp, that's okay. This will work for any task/project manager supported on Zapier.

⚡ What you’ll learn:

🔘 Automatically trigger on action items created by your Fathom notetaker during client meetings
🔘 Filter those action items to focus only on those assigned to you
🔘 Instantly create tasks in ClickUp, complete with due dates and tags for better organization

Apps Mentioned:

Here are the apps I mentioned in the video. These are affiliate links, which means I may earn a small commission if you choose to use them. There’s no extra cost to you, and it helps support the channel—thank you!

🔘 Fathom AI: https://fathom.video/invite/yuhFvg

👉 Have questions? Drop them in the comments or join my free weekly coaching calls in the Automation Mastery for Life Coaches group!   / automationforlifecoaches  

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