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Agent skill

Fathom Core Workflow B

by jeremylongshore in jeremylongshore/tons-of-skills-marketplace

Sync Fathom meeting data to CRM and build automated follow-up workflows.

MITAuto-check passedSales & Support

Install Fathom Core Workflow B

skills CLI
$ npx skills add jeremylongshore/tons-of-skills-marketplace --skill fathom-core-workflow-b -a claude-code

Project install by default; add -g for ~/.claude/skills/.

GitHub CLI
$ gh skill install jeremylongshore/tons-of-skills-marketplace fathom-core-workflow-b --agent claude-code

Project scope by default; add --scope user for a personal install. Needs GitHub CLI 2.90.0 or later (public preview).

Manual copy
$ git clone --depth 1 https://github.com/jeremylongshore/tons-of-skills-marketplace.git skills-src && mkdir -p .claude/skills && cp -r skills-src/skills/.curated/fathom-core-workflow-b .claude/skills/fathom-core-workflow-b && rm -rf skills-src

Use ~/.claude/skills/ instead of .claude/skills for a personal install. The folder must contain SKILL.md.

Claude Code skills documentation · loads skills from .claude/skills/

Facts

Skill name
fathom-core-workflow-b
GitHub stars
2.8k
Token cost
~871 tokens
SKILL.md length
170 words
Files
1
Skills in repo
3,342
Repo updated
First seen
Licence
MIT

At a glance

Sync Fathom meeting data to CRM and build automated follow-up workflows.

  • Integrating Fathom with Salesforce
  • SKILL.md covers Prerequisites, Output, Error Handling and Examples, plus 4 more sections
  • Instructions only: no scripts, shell commands, URLs or credentials in SKILL.md
  • Creating automated post-meeting email summaries

What it does

Fathom Core Workflow B is an agent skill from jeremylongshore/tons-of-skills-marketplace. Sync Fathom meeting data to CRM and build automated follow-up workflows. Use when integrating Fathom with Salesforce, HubSpot, or custom CRMs, or creating automated post-meeting email summaries. Trigger with phrases like "fathom crm sync", "fathom salesforce", "fathom follow-up", "fathom post-meeting workflow".

Its SKILL.md is about 870 tokens, which your agent loads only when the skill is triggered. It is a single SKILL.md file with no bundled scripts. Compatibility notes: Designed for Claude Code

It sits in Sales & Support, covering CRM management. It works with Salesforce and HubSpot. The repository describes itself as: Model-agnostic agent-skills platform with a harness-free canonical layer, verified adapters, and the ccpi package manager. Explore at tonsofskills.com. The licence is MIT.

When your agent uses it

  • Integrating Fathom with Salesforce
  • Creating automated post-meeting email summaries
  • With phrases like fathom crm sync
  • Fathom salesforce

Example prompts

  • “fathom crm sync”
  • “fathom salesforce”
  • “fathom follow-up”
  • “/fathom-core-workflow-b”

Requirements

  • Python 3
  • Compatibility (from SKILL.md): Designed for Claude Code
  • Pre-approved tools (allowed-tools): Read, Write, Edit, Bash(python3:*), Grep

What it can do on your machine

Read from SKILL.md and the folder at commit cfae287. It shows what the files ask for, not the result of running them.

  • Tool permissions

    Pre-approves these tools, so the agent can use them without asking each time:

    • Read
    • Write
    • Edit
    • Bash(python3:*)
    • Grep

    From allowed-tools in the SKILL.md frontmatter.

  • Runs code

    No scripts in the folder and no shell commands in SKILL.md (its code samples are python and sql).

    From the folder's file list and the shell code blocks in SKILL.md.

  • Network

    Links to these hosts (documentation or services it may open):

    • developers.fathom.ai

    From URLs in SKILL.md, links to its own repository left out.

  • Credentials

    Names no API keys, tokens, secrets or passwords.

    From names ending in _API_KEY, _TOKEN, _SECRET, _KEY or _PASSWORD in SKILL.md.

  • Compatibility

    Designed for Claude Code

    From compatibility in the SKILL.md frontmatter.

Context cost

Fathom Core Workflow B loads about 871 tokens when it runs. Until then it costs about 84 tokens; SKILL.md has 170 words of instructions outside code blocks.

Always · name and description, kept in context so the agent knows when to use it
~84
When it runs · the whole SKILL.md, loaded when a task matches
~871

Estimates: characters ÷ 4, the usual rule of thumb; real counts depend on the model's tokenizer. Scripts and assets cost tokens only if the agent reads them.

Safety

Auto-check passed

The automated check found no risky patterns in SKILL.md.

Automated static check — not a guarantee. Review scripts before installing. It scans the text of SKILL.md for risky patterns (piping downloads into a shell, reading credential files, hidden Unicode, destructive commands); files beside SKILL.md are not scanned.

SKILL.md

The full file from jeremylongshore/tons-of-skills-marketplace at commit cfae287, republished under its MIT licence (© jeremylongshore). 170 words, ~871 tokens.

Download SKILL.mdSave it as .claude/skills/fathom-core-workflow-b/SKILL.md (or your agent's skills folder).
name
fathom-core-workflow-b
description
Sync Fathom meeting data to CRM and build automated follow-up workflows. Use when integrating Fathom with Salesforce, HubSpot, or custom CRMs, or creating automated post-meeting email summaries. Trigger with phrases like "fathom crm sync", "fathom salesforce", "fathom follow-up", "fathom post-meeting workflow".
allowed-tools
Read, Write, Edit, Bash(python3:*), Grep
compatibility
Designed for Claude Code
version
1.6.0
license
MIT
author
Jeremy Longshore <jeremy@intentsolutions.io>
tags
saas, meeting-intelligence, ai-notes, fathom

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

ConditionSafe response
CRM record maps incorrectlyPause sync, correct the field mapping, and validate with a synthetic record before replay.
Duplicate follow-up is detectedDeduplicate by stable meeting/action ID and do not resend automatically.
Consent/recording state is unclearDo not sync or distribute content until the owner verifies it.

Examples

Use a synthetic meeting summary and test CRM contact to verify field mapping, follow-up creation, and deduplication in development. Record only opaque IDs and outcomes; do not use customer recordings, transcripts, or contacts as a tutorial fixture.

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,
    title VARCHAR NOT NULL,
    created_at TIMESTAMP NOT NULL,
    duration_seconds INTEGER,
    summary TEXT,
    participant_count INTEGER,
    action_item_count INTEGER,
    synced_to_crm BOOLEAN DEFAULT FALSE,
    synced_at TIMESTAMP
);

Resources

Next Steps

For error troubleshooting, see fathom-common-errors.

© jeremylongshore, MIT. Rendered from Markdown: HTML in the file is shown as text, images as links, and headings moved down two levels. Raw file

Files

Just SKILL.md in skills/.curated/fathom-core-workflow-b of jeremylongshore/tons-of-skills-marketplace.

Open the folder on GitHubat commit cfae287

Compare with similar skills

Fathom Core Workflow B next to the 5 skills that share the most tags, products or categories with it. Stars are the repository's; “used in” counts other GitHub owners with a copy.

Fathom Core Workflow B compared with similar skills
SkillStarsUsed inTokensAuto-checkLicenceRepo updated
Fathom Core Workflow B this skilljeremylongshore/tons-of-skills-marketplace2.8k—~871Automated safety check: PassMIT
Google Maps Exportgmapsscraper/google-maps-agent-skills132—~1.2kAutomated safety check: PassMIT
Pipeline Reviewgooseworks-ai/goose-skills1.2k1 repos~6.9kAutomated safety check: PassMIT
CRM Integrationmanojbajaj95/claude-gtm-plugin105—~3.8kAutomated safety check: PassMIT
CRMmagnus919/agent-skills115—~2.1kAutomated safety check: PassMIT
CRM Data CleanerLeoYeAI/openclaw-master-skills2.2k—~7.3kAutomated safety check: PassMIT

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Works with

Categories

Questions about Fathom Core Workflow B

What does Fathom Core Workflow B do?

Sync Fathom meeting data to CRM and build automated follow-up workflows. Fathom Core Workflow B is an agent skill from jeremylongshore/tons-of-skills-marketplace. Sync Fathom meeting data to CRM and build automated follow-up workflows.

When should I use Fathom Core Workflow B?

Fathom Core Workflow B fits situations like: integrating Fathom with Salesforce; creating automated post-meeting email summaries; with phrases like fathom crm sync; fathom salesforce.

How do I install Fathom Core Workflow B in Claude Code?

Run `npx skills add jeremylongshore/tons-of-skills-marketplace --skill fathom-core-workflow-b -a claude-code`. Or copy the skill folder (skills/.curated/fathom-core-workflow-b in jeremylongshore/tons-of-skills-marketplace) into .claude/skills/fathom-core-workflow-b in your project. Claude Code loads it when a task matches its description.

How do I install Fathom Core Workflow B in Codex?

Run `npx skills add jeremylongshore/tons-of-skills-marketplace --skill fathom-core-workflow-b -a codex`. Or copy the skill folder (skills/.curated/fathom-core-workflow-b in jeremylongshore/tons-of-skills-marketplace) into .agents/skills/fathom-core-workflow-b in your project. Codex loads it when a task matches its description.

Can I use Fathom Core Workflow B in Cursor, Gemini CLI or GitHub Copilot?

Cursor, Gemini CLI, GitHub Copilot and OpenCode also load SKILL.md folders. With the skills CLI, run `npx skills add jeremylongshore/tons-of-skills-marketplace --skill fathom-core-workflow-b -a cursor` (or -a gemini-cli, github-copilot or opencode for the others). To copy it by hand, put the folder in .cursor/skills/fathom-core-workflow-b, .gemini/skills/fathom-core-workflow-b, .github/skills/fathom-core-workflow-b and .opencode/skills/fathom-core-workflow-b in your project.

What does Fathom Core Workflow B need to run?

SKILL.md names no scripts, command-line tools or credentials: Fathom Core Workflow B is instructions for the agent only. Our summary lists: Python 3. Its frontmatter pre-approves these tools: Read, Write, Edit, Bash(python3:*), Grep. Compatibility (from SKILL.md): Designed for Claude Code.

Does Fathom Core Workflow B access the network?

SKILL.md names 1 domain. As links in the text: developers.fathom.ai. This is read from the text; nothing was executed.

Is Fathom Core Workflow B safe to install?

Our automated static check of SKILL.md found no risky patterns, such as piping downloads into a shell, reading credential files or hidden Unicode. It is not a guarantee. Review the folder before installing.

What licence does Fathom Core Workflow B use?

Fathom Core Workflow B is published under the MIT licence (declared in SKILL.md). It allows redistribution, so the full SKILL.md is shown on this page.

How many tokens does Fathom Core Workflow B use?

About 871 tokens (SKILL.md is roughly 3.5k characters). Agents keep only the skill's name and description in context until a task matches; then they load SKILL.md in full.

What are the alternatives to Fathom Core Workflow B?

Skills that share tags, products or a category with Fathom Core Workflow B: Google Maps Export (gmapsscraper/google-maps-agent-skills, 132 stars), Pipeline Review (gooseworks-ai/goose-skills, 1.2k stars), CRM Integration (manojbajaj95/claude-gtm-plugin, 105 stars) and CRM (magnus919/agent-skills, 115 stars). The comparison table on this page puts their stars, adoption, token cost, safety result and licence side by side.

Who maintains Fathom Core Workflow B?

jeremylongshore (a GitHub user) maintains it in jeremylongshore/tons-of-skills-marketplace, which has 2,827 GitHub stars. The repository holds 3,342 skills in this directory. The repository was last updated on October 10, 2026.

Source: jeremylongshore/tons-of-skills-marketplace on GitHub. Facts on this page come from the repository at the commit we read; the author's words are quoted as theirs.