Summarize a Fathom meeting transcript
Always ask for 'notable quotes' — they become case study gold.
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call-summary
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Fathom
EXAMPLES · WHAT THIS PROMPT PRODUCES
Sample output
**1. TL;DR** - Maple & Co. wants to roll out the loyalty program to all 14 stores by Labor Day, not just the pilot two. - Biggest blocker is POS integration — their Toast version is two releases behind. - They'll sign the expanded SOW once we confirm the integration timeline. **2. Key Decisions** - Proceed with a phased 14-store rollout (3 stores every two weeks). - We own the POS integration; Maple owns staff training. **3. Action Items** | Owner | Task | Due | |---|---|---| | Priya (us) | Confirm Toast upgrade path | Jun 6 | | Dan (Maple) | Send store list + manager contacts | Jun 5 | | Priya | Revised SOW with rollout schedule | Jun 9 | **4. Open Questions** - Does the gift-card balance migrate, or start fresh? - Who funds the launch promo — us or Maple? **5. Notable Quotes** - "Our regulars already act loyal — we just have no way to reward them." — Dan, VP Ops **6. Follow-up Email Draft** Subject: Maple loyalty rollout — next steps Hi Dan, great call today. To recap: we're moving to a 14-store phased rollout, 3 stores every two weeks. I'll confirm the Toast upgrade path by Friday and have the revised SOW to you Monday. Could you send the store list and manager contacts by Thursday? Two quick opens: do existing gift-card balances migrate, and who's funding the launch promo? Thanks — Priya
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PROMPT TEMPLATE · v1.0.0
Summarize this Fathom transcript. Deliver: 1. TL;DR (3 bullets). 2. Key decisions made. 3. Action items with owner + due date. 4. Open questions. 5. Notable quotes (for marketing or case studies). 6. Follow-up email draft to the client.
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