From call to CRM, on its own
01 Call ends Fathom sends the transcript to n8n.
02 Finds the client Matches them in your CRM by email or by name.
03 Writes the recap What they need, what you offered, the next step.
04 Files it A Slack recap for the team, notes on their Notion page.
What you need
- FathomWith webhooks turned on.
- NotionA CRM database with a meetings table inside it. The fields are listed in the template.
- SlackWhere the recap lands.
- OpenAIWrites the recap.
- n8nCloud or self-hosted.
Set it up with Claude Code
Paste this into Claude Code. It downloads the template and walks you through connecting every account.
Help me set up the n8n template at https://raw.githubusercontent.com/ezjonline/ezj-automations/main/n8n%20templates/Fathom_Call_Notes.json step by step. Download it, read its Setup note, then ask me one question at a time.
1. Help me build the Notion CRM database and the meetings database inside it, with every property the Setup note lists.
2. Walk me through importing the file into n8n and replacing every YOUR_... placeholder. Keys go into n8n credentials, never pasted into a node.
3. Activate it and give me the webhook URL.
4. Walk me through adding that webhook in Fathom's API Access settings, and keep the URL private or verify Fathom's signature.
5. Test it on my next call and show me the recap it wrote.Free AI Audit
Want this running without the setup?
Book a free AI Audit. I'll map out how this fits your business and what it takes to have it running for you.
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