fathom-core-workflow-b
Installation
SKILL.md
Fathom Core Workflow: CRM Sync & Follow-Up
Prerequisites
- Approved CRM mapping, consent/recording policy, scoped credentials, owner, and synthetic test meeting data.
Output
- A reviewed Fathom-to-CRM follow-up workflow with explicit field mapping, consent/data controls, idempotency, and rollback/disable action.
Error Handling
| Condition | Safe response |
|---|---|
| CRM record maps incorrectly | Pause sync, correct the field mapping, and validate with a synthetic record before replay. |
| Duplicate follow-up is detected | Deduplicate by stable meeting/action ID and do not resend automatically. |
| Consent/recording state is unclear | Do not sync or distribute content until the owner verifies it. |