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Automatically Turn Fathom AI Action Items into ClickUp Tasks

Автор: Jesse Parker

Загружено: 2024-10-03

Просмотров: 514

Описание:

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  

[FREE RESOURCES]

P.S. Whenever you're ready, here are other ways I can help you organize and automate your coaching business:

⚡ Book a Discovery Call: Find out how much time, energy, and resources you can save with automation + I'll guide you through my proven process for transforming your business: https://cal.com/lifecoachoperations/d...

⚡ Get the "200 Simple Tasks to Automate" Checklist: https://zpr.io/DRmigELQK2d4

⚡ Download Your FREE Guide: Learn "70+ Ways to Automate Your Life Coaching Business" and streamline your operations: https://lifecoachoperations.com/#auto...

⚡ Attend Weekly Live Automation Hours: Get your automation questions answered live and see real-time solutions: https://lu.ma/lifecoachoperations

⚡ Subscribe to My YouTube Channel: Stay updated with the latest automation strategies and tutorials to enhance your coaching business: ‪‪@lifecoachoperations‬

Automatically Turn Fathom AI Action Items into ClickUp Tasks

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