Give your team a head start.
Meeting ConciergeTurns client calls into assigned tasks and follow-up notes in your existing tools.
Input
Client call ends
A Fathom transcript is ready to review.
Agent
Captures agreed actions
- Triages transcript based on type of call
- Identifies tasks and their owners
Example connections
FathomCall transcript and dataAsanaCampaigns and project tasks
SlackFollow-up notes
Output
Triggers follow-up workflows
- Adds tasks to Asana
- Posts follow-up notes to Slack
Example connections shown. Each agent is tailored to your tools and approval rules.
In practice A marketing agency turns a strategy call into campaign actions in the tools its team already uses.
You stay in control Your team approves messages and consequential updates.
Onboarding CoordinatorChecks onboarding documents, then prepares a pack or explains what needs attention.
Input
Documents arrive
A new case or document is submitted.
Agent
Check documents
- Verify documents against requirements
- Flag failed checks or missing items
Example connections
- CustomStaffing and recruitment
GmailEmail follow-ups
Output
Decision and feedback
- Onboarding pack if successful
- Contextual feedback if checks failed
Example connections shown. Each agent is tailored to your tools and approval rules.
In practice A recruitment firm prepares onboarding packs for complete cases and sends tailored feedback when checks fail.
You stay in control Your coordinator reviews exceptions and makes the final call.
Account ResearcherBrings together CRM records, conversations, and web research into an account brief.
Input
Scheduled or on-demand
A scheduled review or triggered by account managers.
Agent
Review account
- Read client records and conversations
- Check web search for other signals
Example connections
HubSpotClient records
GmailConversations
Output
Account brief
- Accounts needing attention
- Growth opportunities
- Suggested next steps
Example connections shown. Each agent is tailored to your tools and approval rules.
In practice A sales team generates pre-call briefs and actively identifies accounts for opportunities or risks.
You stay in control Your account team decides which actions to take.
