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← Rize + Fathom integration

Scheduled routine

Fathom Meeting Notes: Prepare a Client Recap with Rize

Bring accessible Fathom call context into a Rize client work brief.

A client recap combining available call context with tracked work.

How to set it up

1

In Rize, open Settings → Integrations and select the MCP filter. Find Fathom, connect with your own account and approve access. Available tools depend on your account and connector permissions.

2

Open Routines, create a routine, and select Fathom as a connector. Paste the example prompt below and specify the clients, projects and date range you want reviewed.

3

Choose a daily or weekly schedule and your preferred run time. Save and enable the routine. You can also run it manually to check the first result.

4

Review the finished brief in Rize. Check source matches and missing context before making changes. These example prompts request read-only reviews, not unattended writes.

What should your routine ask?

This prompt requests a read-only review. Replace the date range and project scope before you save it.

Read available call notes through the Fathom connector. Match them to list_clients and list_projects in Rize. Use list_my_time_entries and list_tasks to recap this week's related work and propose follow-ups. Flag uncertain client matches. Do not create tasks or edit records.

Connector tools are discovered when the routine runs. Access depends on your connected account. Routines use AI credits.

Frequently Asked Questions

Open Settings → Integrations, select the MCP filter, and connect Fathom. Then select it in your routine. The routine can use only the connected tools your account permits.

No. This example prompt asks for a review brief without record changes. Routines can run write tools where supported, so review any prompt changes before enabling a schedule.

Check the connection and account permissions, then narrow the prompt to information the connector exposes. Missing context should be flagged in the brief, not filled in with guesses. Scheduled runs use AI credits.

Need help with this integration? Contact support

Routines for Fathom

Use a scheduled Rize brief to review your work with context from Fathom.

Fathom MCP: Review Call Time Entries with Rize

Compare available Fathom call context with meeting time recorded in Rize.

Read the routine setup →

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