Connect Fathom and Microsoft Word
Integrate Fathom with Microsoft Word to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
List meetings from Fathom when New Document Created1 in Microsoft Word
List Teams in Fathom when New Document Created1 in Microsoft Word
Get summary of a Recording in Fathom when New Document Created1 in Microsoft Word
Get summary of a transcript from Fathom when New Document Created1 in Microsoft Word
List Team Members from Fathom when New Document Created1 in Microsoft Word
Popular Fathom + Microsoft Word flows
Start from a real workflow other teams are already running.
Choose a trigger
Fathom
When this happens...
New Action Item
New Al Summary
New Recording Available
New Transcript
Choose an action
Microsoft Word
Automatically do this!
Create Word Document
List All Word Documents
List meetings from Fathom when New Document Created1 in Microsoft Word
Use this flowList Teams in Fathom when New Document Created1 in Microsoft Word
Use this flowGet summary of a Recording in Fathom when New Document Created1 in Microsoft Word
Use this flowGet summary of a transcript from Fathom when New Document Created1 in Microsoft Word
Use this flowList Team Members from Fathom when New Document Created1 in Microsoft Word
Use this flowList meetings from Fathom when New Document Created in Microsoft Word
Use this flowList Teams in Fathom when New Document Created in Microsoft Word
Use this flowGet summary of a Recording in Fathom when New Document Created in Microsoft Word
Use this flowGet summary of a transcript from Fathom when New Document Created in Microsoft Word
Use this flowList Team Members from Fathom when New Document Created in Microsoft Word
Use this flowSupported Triggers & Actions
Everything you can automate between Fathom and Microsoft Word.
When this happensTriggers
A trigger is an event that starts a workflow.
New Action Item
Triggers when there's a new action item from a meeting.
New Al Summary
Triggers when there's a new Al summary from a meeting.
New Recording Available
Triggers when there's a new meeting recording.
New Transcript
Triggers when there's a new transcript from a meeting.
New Document Created1
Triggers when a new Microsoft Word document is created.
New Document Created
Triggers when new document is created.
Do thisActions
Action is the task that follows automatically within your Fathom integrations.
List meetings
Get a list of meetings and filter by date range, invitee domains, recorder, or team, with optional action items and CRM matches.
List Teams
Retrieve all teams in your Fathom account.
Get summary of a Recording
Retrieve the AI-generated summary for a Fathom recording. If a destination URL is provided, Fathom will POST the summary there; otherwise the summary is returned in the response.
Get summary of a transcript
Retrieve a Fathom recording's full transcript. If a Destination URL is provided, Fathom will POST the transcript there asynchronously; otherwise the transcript is returned in the response.
List Team Members
Retrieve all members of the specified team. If no team is selected, returns members from all teams.
Create Word Document
Creates a new Microsoft Word document from a template or blank.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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About Fathom
Fathom is an AI-driven platform designed to enhance business analytics and decision-making processes. It provides insights and data visualization to help organizations make informed decisions.
Learn more
About Microsoft Word
Microsoft Word is a powerful word processing application that allows users to create, edit, and format documents with ease. It offers a wide range of features including text formatting, spell check, and the ability to insert images and tables, making it an essential tool for both personal and professional document creation.
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Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Fathom and Microsoft Word accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Fathom and Microsoft Word as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Microsoft Word. No coding required.
Yes. You can set up a workflow where Fathom triggers actions in Microsoft Word, and a separate workflow where Microsoft Word triggers actions in Fathom. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Fathom and Microsoft Word. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Fathom and Microsoft Word integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
