Catch customer call context that slipped past the week
A short weekly sweep can help connect recent customer conversations with the work they should inform.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Meetings
Tool to retrieve a paginated list of meeting recordings for the authenticated user or organization. Use when you need to fetch meetings with optional filtering by dates, domains, meeting type, or recorder. Supports data enrichment via include_* parameters.
Why this helps
Busy weeks can leave customer call context disconnected from related work, especially when follow-up happens across many tools.
- Create a predictable moment to review recent customer conversations.
- Spot calls that may not yet have clear related work.
- Reduce the mental load of remembering every follow-up.
Setup
Build it in a few focused steps.
- 1Connect Linear and Fathom to Notis once through the portal.
- 2Create an automation in the portal or ask Notis in plain language.
- 3Ask Notis to review recent Fathom meetings weekly, compare available context with recent Linear work, and report calls that may need human follow-up.
- 4Select a recurring Notis schedule and choose the channel for run reports.
- 5Test once with a recent meeting and verify the search window and report are useful.
Questions about this workflow
Can this create Linear issues for every meeting?
This workflow searches and reports possible gaps; decide which follow-ups should become issues.
Can I choose the review cadence?
Yes. Select a recurring schedule when creating the automation.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Linear to Fathom. A trigger fires from one place; an action lands in another.
Linear triggers
Fathom actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create webhook for meeting content
Tool to create a webhook to receive new meeting content from Fathom. Use when you need to set up notifications for meeting recordings. At least one of transcript, CRM matches, summary, or action items must be included in the webhook payload.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Delete Webhook
Tool to delete an existing webhook by its ID. Use when you need to remove a webhook that is no longer needed.
Comment Received Trigger
Triggered when a comment is received.
Get Recording Summary
Tool to retrieve the AI-generated summary for a specific recording. Use when you need to access the summary of a meeting recording. Supports both synchronous mode (returns summary directly) and asynchronous mode (delivers summary to webhook URL specified in destination_url parameter).
Issue Created Trigger
Triggered when a new issue is created.
Get Recording Transcript
Tool to retrieve the full transcript for a specific recording. Use when you need to access the complete meeting transcript with speaker information and timestamps. Can operate synchronously (returns transcript directly) or asynchronously (posts transcript to a destination URL). In the response, speaker is an object — access speaker.display_name rather than treating speaker as a string. Prefer this tool over fetching transcripts via list-meetings calls with include_transcript=true, which produces extremely large responses when many meetings are returned.
Issue Updated Trigger
Triggered when an issue is updated. For example labels are changed, issue status is changed, etc.
List Meetings
Tool to retrieve a paginated list of meeting recordings for the authenticated user or organization. Use when you need to fetch meetings with optional filtering by dates, domains, meeting type, or recorder. Supports data enrichment via include_* parameters.
Private Team Comment Created
Fires when a new comment is posted on an issue in a private Linear team (polled with the connected user's token).
List Team Members
Tool to retrieve a paginated list of all team members in the organization. Use when you need to view team members, optionally filtered by team name or paginated using a cursor.
Private Team Issue Created
Fires when a new issue appears in a private Linear team (polled with the connected user's token).
List Teams
Tool to retrieve a paginated list of all teams in the organization. Use when you need to get information about teams accessible through the API.
Private Team Issue Properties Updated
Fires when properties on an issue change in a private Linear team (polled with the connected user's token).
Connect any two apps with Notis in the middle.
Linear and Fathom, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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