---
name: fathom-core-workflow-a-b908a23be4e5
description: 'Build a meeting analytics pipeline with Fathom transcripts and summaries.

  Use when extracting insights from meetings, building CRM sync,

  or creating automated meeting follow-up workflows.

  Trigger with phrases like "fathom analytics", "fathom meeting pipeline",

  "fathom transcript analysis", "fathom action items sync".

  '
allowed-tools: Read, Write, Edit, Bash(python3:*), Bash(curl:*), Grep
version: 1.6.0
license: MIT
author: Jeremy Longshore <jeremy@intentsolutions.io>
tags:
- saas
- meeting-intelligence
- ai-notes
- fathom
compatibility: Designed for Claude Code
---
# Fathom Core Workflow: Meeting Analytics

## Prerequisites

- A meeting-recording/consent policy, data owner, scoped access, retention rules, and synthetic fixture for validation.

## Output

- A consent-aware meeting analytics workflow with approved access, redacted reporting, owner, and a safe disable/rollback action.

## Error Handling

| Condition | Safe response |
|---|---|
| Meeting access or consent is uncertain | Stop processing/sharing and verify with the designated owner. |
| Summary/action item is wrong | Mark it for human review; do not auto-send it as a source of record. |
| Content is exposed incorrectly | Restrict access and follow the incident/data procedure. |

## Examples

Use a synthetic meeting record to validate analytics fields, summary workflow, access restriction, and retention outcome. Record only opaque IDs and aggregate status; do not use participant recordings, transcripts, or personal data for testing.

## Overview

Build automated meeting analytics: extract action items, sync to project management tools, analyze meeting patterns, and create follow-up workflows.

## Instructions

### Step 1: Batch Meeting Export

```python
from fathom_client import FathomClient
from datetime import datetime, timedelta

client = FathomClient()

# Get all meetings from last 7 days
week_ago = (datetime.utcnow() - timedelta(days=7)).isoformat() + "Z"
meetings = client.list_meetings(
    limit=50,
    created_after=week_ago,
    include_summary="true",
)

for meeting in meetings:
    print(f"Meeting: {meeting['title']}")
    print(f"  Date: {meeting['created_at']}")
    print(f"  Summary: {meeting.get('summary', 'N/A')[:100]}...")
    for item in meeting.get("action_items", []):
        print(f"  Action: {item['text']} -> {item.get('assignee', 'unassigned')}")
    print()
```

### Step 2: Action Item Extraction Pipeline

```python
def extract_action_items(meetings: list[dict]) -> list[dict]:
    items = []
    for meeting in meetings:
        for action in meeting.get("action_items", []):
            items.append({
                "meeting_title": meeting["title"],
                "meeting_date": meeting["created_at"],
                "action_text": action["text"],
                "assignee": action.get("assignee", "unassigned"),
                "meeting_id": meeting["id"],
            })
    return items

# Sync to task tracker
def sync_to_linear(items: list[dict], api_key: str):
    for item in items:
        # Create Linear issue from action item
        pass
```

### Step 3: Meeting Pattern Analysis

```python
def analyze_meeting_patterns(meetings: list[dict]) -> dict:
    total = len(meetings)
    total_duration = sum(m.get("duration_seconds", 0) for m in meetings)
    total_actions = sum(len(m.get("action_items", [])) for m in meetings)

    return {
        "total_meetings": total,
        "total_hours": round(total_duration / 3600, 1),
        "avg_duration_min": round(total_duration / total / 60, 1) if total else 0,
        "total_action_items": total_actions,
        "avg_actions_per_meeting": round(total_actions / total, 1) if total else 0,
    }
```

## Resources

- [Fathom API Reference](https://developers.fathom.ai/api-reference)

## Next Steps

For CRM sync and webhook automation, see `fathom-core-workflow-b`.


---
Source attribution: jeremylongshore
Original project: https://github.com/jeremylongshore/claude-code-plugins-plus-skills/blob/ab85a061f7bcc039dac13ee193de7a4cd4388571/plugins/saas-packs/fathom-pack/skills/fathom-core-workflow-a/SKILL.md
License: MIT
License information: https://opensource.org/license/mit
Original upstream instructions; downloaded from Mega AI Hub.

## Upstream license notice

MIT License

Copyright (c) 2025 Jeremy Longshore

Permission is hereby granted, free of charge, to any person obtaining a copy
of this software and associated documentation files (the "Software"), to deal
in the Software without restriction, including without limitation the rights
to use, copy, modify, merge, publish, distribute, sublicense, and/or sell
copies of the Software, and to permit persons to whom the Software is
furnished to do so, subject to the following conditions:

The above copyright notice and this permission notice shall be included in all
copies or substantial portions of the Software.

THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR
IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY,
FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE
AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER
LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM,
OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE
SOFTWARE.



# Mega AI Hub resource metadata

Creator / publisher: jeremylongshore
Original project: https://github.com/jeremylongshore/claude-code-plugins-plus-skills/blob/ab85a061f7bcc039dac13ee193de7a4cd4388571/plugins/saas-packs/fathom-pack/skills/fathom-core-workflow-a/SKILL.md
Attribution basis: Source repository record

Fields of work: Marketing, Product Management, Sales
Roles: Customer Success Manager, Marketing Analyst, Product Manager
Specialties: API
Tools: Fathom
Country applicability: Country not specified
Classification basis: Source catalog labels
Instruction SHA-256: 9dd183b0d01d7feb28f20e23e1482f40f1e805d097d0c7f33ab1b9a4bfafc836
