process-client-meeting

Automate client meeting workflows from Fathom transcripts to Linear tickets and Slack updates.

Updated Aug 27, 2026

Search Tags:#workflow #transcript #linear #slack #meeting #minutes #fathom

Ready to run

npx skills add https://github.com/beam-ai-team/beam-next-skills --skill process-client-meeting

💬 Prompt for ChatGPT / Claude Chat▼

Please help me install this Agent Skill.
Skill: process-client-meeting
Source: https://github.com/beam-ai-team/beam-next-skills/tree/main/skills/integrations/fathom/process-client-meeting
Command: npx skills add https://github.com/beam-ai-team/beam-next-skills --skill process-client-meeting

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

This workflow automates the end-to-end processing of client meetings, turning transcripts into minutes, action items, client updates, and project context.

Core Features & Use Cases

Fetch transcripts from Fathom and generate structured meeting minutes.
Create Linear tickets for action items and update existing tickets as needed.
Draft client-facing updates and post internal Slack updates.
Sync outcomes into PROJECT_CONTEXT.md and project-state.json for context continuity.

Quick Start

Say process-client-meeting to trigger the end-to-end workflow and provide the meeting recording or transcript for automatic minutes and tickets.

Frequently Asked Questions about process-client-meeting

High-intent search queries and answers about installing and using this skill.

FAQPage Schema

How do I automate client meeting minutes and action items from Fathom transcripts?▼

You can automate client meeting processing by providing a Fathom recording or transcript to generate structured meeting minutes, create Linear tickets for action items, and post Slack updates automatically.

Can I sync meeting outcomes into project context files after processing transcripts?▼

Yes, meeting outcomes sync directly into PROJECT_CONTEXT.md and project-state.json to maintain project context continuity after processing the transcript and generating deliverables.

Does this workflow integrate with Linear and Slack for post-meeting task management?▼

The workflow integrates with Linear to create and update action item tickets, and uses Slack to draft and post both client-facing and internal updates following the meeting processing.

What's the best way to turn Fathom meeting transcripts into Linear tickets?▼

The end-to-end workflow fetches Fathom transcripts, generates structured meeting minutes, and automatically creates Linear tickets for identified action items while updating existing project tickets as needed.

Do I need authentication setup for Fathom and Linear before processing meeting transcripts?▼

Authentication guidance for Fathom, Linear, and Slack is included in the workflow to ensure successful transcript retrieval, ticket creation, and message posting during the end-to-end meeting processing.

Can I draft client-facing updates automatically after generating meeting minutes?▼

Yes, the workflow automatically drafts client-facing updates and posts internal Slack updates after generating structured meeting minutes and creating Linear action item tickets from the transcript.