Agent skill · operations · jeremylongshore
fathom-core-workflow-b
Sync Fathom meeting data to CRM and build automated follow-up workflows.
Why this skill is useful
Adds specific integration patterns and executable scripts for syncing meeting data to CRMs that the AI wouldn't reliably generate on its own.
What it needs
Requires python3 installed locally. Requires fathom account access. About 2k tokens when loaded. Last updated 2026-08-07. 2,604 stars on the source repository.
What this skill does
Fathom Core Workflow: CRM Sync & Follow-Up Prerequisites Approved CRM mapping, consent/recording policy, scoped credentials, owner, and synthetic test meeting data. Output A reviewed Fathom-to-CRM follow-up workflow with explicit field mapping, consent/data controls, idempotency, and rollback/disable action. Error Handling Condition Safe response --- --- CRM record maps incorrectly Pause sync, correct the field mapping, and validate with a synthetic record before replay. Duplicate follow-up is detected Deduplicate by stable meeting/action ID and do not resend automatically. Consent/recording state is unclear Do not sync or distribute content until the owner verifies it. Examples Use a synthetic meeting summary and test CRM contact to verify field mapping, follow-up creation, and deduplication in development. Record only opaque IDs and outcomes; do not use customer recordings, transcripts, or contacts as a tutorial fixture. Overview Automate post-meeting workflows: sync meeting notes to CRM opportunities, send follow-up emails with action items, and maintain a meeting history database. Instructions Meeting-to-CRM Sync Automated Follow-Up Email Meeting History Database Resources Fathom API Reference Fathom Integrations Next Steps For error troubleshooting, see fathom-common-errors.
How to use it
Reference it in AdaL, Claude Code, Cursor or any coding agent — nothing to install:
@skills jeremylongshore/fathom-core-workflow-b