Turn a Fathom call transcript into an architecture diagram
Fathom captures the whole call, but a sales-engineering or solution-architecture conversation deserves more than a summary paragraph. MeetingSketch turns your Fathom transcript into the integration architecture you walked the customer through — as an editable diagram and a shareable brief.
A worked example
Here is a short sample transcript from Fathom and the architecture, brief, and action items MeetingSketch generates from it.
AE: They want our platform to sync customers and invoices with their Salesforce and NetSuite. SE: So we expose webhooks; their middleware (Workato) listens and pushes into Salesforce. SE: For billing, NetSuite pulls invoice events from our REST API on a schedule. Customer: We also need SSO through Okta for the admin console. SE: Understood — SAML via Okta, and the data sync stays event-driven through Workato.
- Our platform→Workato middleware · webhooks
- Workato middleware→Salesforce · push customers
- NetSuite→Our platform · pull invoices (REST)
- Okta (SSO)→Our platform · SAML SSO
- Integration is event-driven: the platform emits webhooks consumed by Workato, which pushes customer records into Salesforce.
- NetSuite pulls invoice events from the REST API on a schedule; admin-console access is via Okta SAML SSO.
- No direct platform-to-CRM coupling — Workato is the integration seam, which keeps the customer flexible.
- Document webhook payloads for WorkatoHigh
- Confirm NetSuite invoice-pull schedule + authMedium
- Share Okta SAML setup guide with customerHigh
How it works for Fathom
- 1Open the call in Fathom and copy or download the transcript.
- 2Paste it into MeetingSketch.
- 3Get the integration diagram, a brief for your champion, and follow-up action items.
FAQ
Can I share the diagram with the customer after the call?
Yes — export it as a shareable HTML file, or edit it first. Meeting content stays private to your account until you choose to export or share it.
Does it handle multi-system integrations like CRM + billing + SSO?
Yes. It maps each system mentioned and the relationships between them, including middleware and identity providers.
Turn your next Fathom call into a diagram
Paste a transcript and get a diagram, executive brief, and action items in about 30 seconds. Free to start.
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