video1.0<iframe src="https://www.loom.com/embed/853f3c9b4f4f4da385f758058c05ac7f" frameborder="0" width="1920" height="1440" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14401920Loomhttps://www.loom.com14401920https://cdn.loom.com/sessions/thumbnails/853f3c9b4f4f4da385f758058c05ac7f-08a3eb0afecdafc2.gif1481.558Hey, in this Loom I show you how to create a post meeting workflow with Fathom connected to your Ivorey account. I walk you through adding a New Recording trigger, filtering by meeting type, testing the trigger, and saving it. Then I recommend a Find Contact action, branch logic for contact found versus not found, and using Fathom actions to fetch the summary or transcript, add them to notes, create tasks from action items, and send a follow up email. I also cover how to copy actions to the not found branch and what to check in execution logs. I ask you to run a test call in Fathom to confirm summaries and status.