Connect Microsoft Excel and Fathom to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Microsoft Excel
Choose an Action
Automatically do this!
List Meetings
List Teams
Get summary of a Recording
Get summary of a transcript
List Team Members
Ready to use Microsoft Excel and Fathom automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Meeting Recording Ready
Triggers instantly when Fathom finishes processing a meeting recording.
Do thisActions
Action is the task that follows automatically within your Microsoft Excel integrations.
Find Row
Find a Row in a table by column and value
Create Spreadsheet
Create a New Spreadsheet
Add Row to Table
Add Row to the End of Specific Table
Update Row
Update Row
List Meetings
Retrieve meetings with optional filters (created before/after, invitee domains, recorder, team) and optionally include detected action items and CRM matches.
List Teams
Retrieve the list of teams along with their creation dates.
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Step by step guides to integrate Microsoft Excel and Fathom
Frequently Asked Questions
To start, connect both your Microsoft Excel and Fathom accounts to viaSocket. Once connected, you can set up a workflow where an event in Microsoft Excel triggers actions in Fathom (or vice versa).
Absolutely. You can customize how Microsoft Excel data is recorded in Fathom. This includes choosing which data fields go into which fields of Fathom, setting up custom formats, and filtering out unwanted information.
The data sync between Microsoft Excel and Fathom typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Microsoft Excel and Fathom. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About Microsoft Excel
Microsoft Excel is a spreadsheet program included as part of the Microsoft Office suite of applications. It allows users to organize, format, and calculate data with formulas using a spreadsheet system broken up by rows and columns
Learn MoreAbout 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.
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