Catch up on a customer call quickly
Ask in Slack and get the Fathom recap for the customer conversation you need to revisit.
Trigger
Direct Message Received
Triggered when a new direct message (DM) is sent to a user in Slack. Catches all DMs across all DM channels.
Action
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).
Why this helps
Switching between customer context, call recordings, and messages makes it easy to lose the next step.
- Makes customer-call context easier to recover during a busy day.
- Surfaces the meeting summary from a private request.
- Reduces backtracking across multiple customer records.
Setup
Build it in a few focused steps.
- 1Connect Slack and Fathom to Notis once in the portal.
- 2Create a new automation in the portal or ask Notis to create it conversationally.
- 3Write one prompt telling Notis to retrieve the Fathom summary when a DM asks to catch up on a customer call, using the customer or date clues provided.
- 4Choose the Slack direct message trigger, select a run-report channel, and test with a real customer-call question.
Questions about this workflow
Can the prompt use a customer name to find the call?
Yes. Ask Notis to use names, dates, or other clues in the request to identify a matching recording.
Does this retrieve full notes?
It retrieves the AI-generated summary. Use a transcript workflow when detailed wording is needed.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Slack to Fathom. A trigger fires from one place; an action lands in another.
Slack 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.
New Channel Created Trigger
Triggered when a new channel is created in Slack.
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).
Channel Message Received
Triggered when a message is posted in a Slack channel (public, private, or multi-party IM). Does NOT match direct messages.
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.
Direct Message Received
Triggered when a new direct message (DM) is sent to a user in Slack. Catches all DMs across all DM channels.
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.
Message Reaction Added
Triggered when a reaction is added to a message in Slack. Supports optional filtering by channel and emoji name.
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.
Message Reaction Removed
Triggered when a reaction is removed from a message in Slack. Supports optional filtering by channel and emoji name.
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.
Reaction Added Trigger
DEPRECATED: use `SLACK_MESSAGE_REACTION_ADDED` instead. Triggered when a reaction is added to a message in Slack.
Connect any two apps with Notis in the middle.
Slack and Fathom, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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