fathom-core-workflow-b

# Fathom Core Workflow: CRM Sync & Follow-Up ## Overview Automate post-meeting workflows: sync meeting notes to CRM opportunities, send follow-up emails with action items, and maintain a meeting history database. ## Instructions ### Meeting-to-CRM Sync ```python def sync_meeting_to_crm(meeting: dict, crm_client): summary = meeting.get("summary", "") action_items = meeting.get("action_items", []) participants = meeting.get("participants", []) # Find matching CRM contact/opportunity by participant email for email in participants: contact = crm_client.find_contact(email=email) if contact: crm_client.log_activity( contact_id=contact["id"], type="meeting", subject=meeting["title"], body=f"Summary: {summary}\n\nAction Items:\n" + "\n".join(f"- {a['text']}" for a in action_items), date=meeting["created_at"], ) ``` ### Automated Follow-Up Email ```python def generate_followup_email(meeting: dict) -> str: actions = meeting.get("action_items", []) action_list = "\n".join(f"- {a['text']}" for a in actions) return f"""Hi team, Thanks for the meeting: {meeting['title']} Summary: {meeting.get('summary', 'No summary available')} Action Items: {action_list if action_list else '- None recorded'} Best regards""" ``` ### Meeting History Database ```sql CREATE TABLE fathom_meetings ( id VARCHAR PRIMARY KEY,...