AI Note Taking Assistant & Meeting Summary

AI Note Taking Assistant & Meeting Summary

In this article, we will explore how to take notes using the AI assistant, Fathom Video. This tool is designed to effortlessly generate call summaries and store them where you need them. We'll go through various automations to ensure that your notes are formatted correctly and saved efficiently. Here's a breakdown of the process:

Getting Started with Fathom Video

Fathom Video integrates seamlessly with platforms like Zoom. During your call, Fathom appears as a new participant that records and transcribes the conversation. Once the call is over, the summary is automatically generated and stored in Fathom. You can conveniently access all your recordings and summaries in a single place by referencing the dates.

Automating Your Workflow

To streamline your note-taking process, we will set up four different automations. These automations will ensure that your summaries are formatted as required and saved to your preferred location, such as your CRM.

Automation 1: Formatting with Zapier

The first automation involves using Zapier to generate the AI summary and format it in a specific way. This formatting is necessary for the subsequent automations to work correctly.

1. Setup Google Sheet: Create a Google sheet, name it Fathom, and add two columns: Date and Summary.

Automation 2: Trigger via Zapier

The second automation triggers when a new row is added to the Google sheet. This involves:

• Creating a Spreadsheet Row: When a new row is created, a webhook is triggered.
• Webhook: The webhook sends the information to the designated location.

Automation 3: Integration with GoHighLevel

The third automation involves integrating with GoHighLevel.

1. Webhook Landing: The webhook looks up the formatted date in the Google sheet.
2. ChatGPT Formatting: ChatGPT organizes the information in a specified format.
3. Contact Creation: A contact is created with your personal email. This ensures every note is stored in your contact list.
4. Note Storage: All of your notes are now accessible in your CRM.

Automation 4: Optional Discord Integration

As a personal preference, you can set a fourth automation to send meeting summaries to a Discord channel.

• Posting to Discord: If your team manages communications via Discord, this automation ensures that all call summaries are posted to a specific channel.

These automations help streamline the note-taking process, ensuring that your summaries are well-formatted and easy to access.

Keywords

• AI assistant
• Fathom Video
• Zoom
• Call summaries
• Automations
• Zapier
• Google Sheet
• Webhook
• GoHighLevel
• ChatGPT
• CRM
• Discord

FAQ

Q1: What is Fathom Video? A1: Fathom Video is an AI assistant that records and transcribes Zoom calls, generating automatic summaries that are easy to access.

Q2: How does Fathom Video integrate with Zoom? A2: Fathom Video appears as a new participant in your Zoom call and records the conversation, automatically generating a summarized transcript once the call is over.

Q3: What tools are required for these automations? A3: The setup involves using tools like Zapier, Google Sheets, ChatGPT, GoHighLevel, and optionally Discord.

Q4: Why is formatting the summary necessary? A4: Formatting is crucial for ensuring that the summaries comply with specific regulations and for smoother integration into your CRM.

Q5: How can I access my summaries? A5: Summaries are stored in a centralized location within Fathom Video, and can also be stored in your CRM or even posted to a Discord channel for easy access.

Q6: Is the Discord integration mandatory? A6: No, the Discord integration is optional and is a personal preference for those who manage communications via Discord.

By following these steps, you can enhance your note-taking efficiency and ensure that all your meeting summaries are well-organized and accessible wherever you need them.