Connect Microsoft Word and Fathom to Build Intelligent Automations
Ready to use Microsoft Word and Fathom automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Document Created1
Triggers when a new Microsoft Word document is created.
New Document Created
Triggers when new document is created.
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.
Do thisActions
Action is the task that follows automatically within your Microsoft Word integrations.
Create Document
Creates a new Microsoft Word document from a template or blank.
Get all documents
Get an all existing document.
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.
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Frequently Asked Questions
To start, connect both your Microsoft Word and Fathom accounts to viaSocket. Once connected, you can set up a workflow where an event in Microsoft Word triggers actions in Fathom (or vice versa).
Absolutely. You can customize how Microsoft Word 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 Word 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 Word 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 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.
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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