Upload recorded review meetings when BI reports are ready
When a scheduled report is ready in Custify, automatically upload the accompanying recorded presentation meeting to Fathom for AI indexing.
4.9/5 on G2·
Google for Startups Accelerator
How Knit builds this workflow
The Agent researches both APIs and wires the trigger on one side to the action on the other — no pre-built connector required. Here is the vocabulary it has to work with.
Custify Explore Custify →
TriggersFires when a new report or dashboard is created in Custify.
Fires when a tracked metric in Custify crosses a set threshold.
Fires when a scheduled report finishes generating in Custify.
Creates or refreshes a dashboard in Custify.
Exports a report from Custify.
Sends an alert when a metric changes in Custify.
Fathom Explore Fathom →
TriggersFires when a new meeting is recorded in Fathom.
Fires when an AI-generated summary is ready in Fathom.
Fires when a meeting transcript is ready in Fathom.
Fires when a new action item is captured from a meeting in Fathom.
Uploads an audio or video file to Fathom for transcription.
More Custify + Fathom workflows
Refresh analytics dashboards when follow-up tasks are recorded
When new follow-up tasks are captured in Fathom, automatically refresh the operational analytics dashboard in Custify to reflect updated task metrics.
See details
Send an alert when meeting activity volume increases
When a new AI summary is generated in Fathom, automatically send a data alert in Custify to flag customer call spikes for analysts.
See details
See all Custify + Fathom integrations → · Browse the full workflow library →
Common questions
Can Knit build “Upload recorded review meetings when BI reports are ready” between Custify and Fathom?
Yes — describe it in the box above and Knit's Integrations Agent researches Custify and Fathom's public API docs (or your own uploaded docs) and builds a working workflow, whether or not either app already has a pre-built connector.
How long does it take to build?
Minutes to a first working version, not weeks — you test it against real data before it goes anywhere near production.
Why connect Fathom with Custify?
Integrating Fathom with Custify helps leadership track qualitative meeting metrics—such as sales call volume and task counts—alongside key operational BI dashboards.
Can meeting records update BI analytics automatically?
Yes, whenever new summaries or tasks are finalized in Fathom, you can execute dashboard refreshes or data exports in Custify to keep reporting current.