CRM Pipeline

Meeting Ends Fathom Transcript Match Contact Extract Actions Approve Task/Waiting On

Open Setup Walkthrough

Pending Approvals

0

Waiting On External

0

Open Follow-Ups

0

Stale Relationships

0

Workflow Status

Meeting Ends

Waits for buffer before transcript check.

Transcript

Fathom payload accepted via ingest API.

Extract Actions

Action items split by owner (me/external).

Approval Queue

Telegram queue mirrors these pending actions.

Task/Waiting

Approved mine task, approved theirs waiting on.

Contact Momentum

No CRM contacts yet. Approve an action item with a selected or new contact to start tracking momentum.

Approval Queue

Loading pending actions...