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    AI Action Items · Auto-extracted from every call

    Every commitment from every call, tracked automatically.

    After every prospect call, AI Action Items pulls the commitments straight from your Fathom transcript and drops them into Lead Manager as tracked tasks scoped to the right lead. Nothing slips between meetings.

    What it looks like

    Every task linked back to its lead.

    This week's calls, this week's commitments. Source-attributed so you remember exactly which conversation it came from.

    AI Action Items·From this week's calls
    4 open · 1 done

    • Send HIPAA tier summary to Acme Healthcare

      Fathom · Discovery call · May 18·Lead: Dr. Sarah Chen·Stage: Pricing

    • Follow up with Riverside Dental on Dentrix migration

      Fathom · Discovery call · May 16·Lead: Anna Reyes·Stage: Negotiation

    • Email pricing recap to Coastal Insurance

      Fathom · Pricing call · May 14·Lead: Jamie Park·Stage: Decision

    • Loop in their managing partner before Thursday

      Fathom · Stakeholder call · May 13·Lead: Patel & Singh, LLP·Stage: Multi-stakeholder

    Every item links back to its lead in Lead Manager

    Why this exists

    "I'll follow up Monday" — the most expensive promise in MSP sales.

    Every prospect call ends with a handful of commitments — send the pricing recap, loop in the CFO, schedule the follow-up, share the case study. You promise. You get back to your day. You forget. The deal goes cold. The prospect assumes you're not serious.

    AI Action Items closes that gap, automatically.

    How it works

    Transcript in. Tracked tasks out.

    01 · Fathom records

    Fathom auto-joins every Calendly-booked prospect call and transcribes the conversation live.

    02 · AI extracts

    Within minutes of the call ending, AI extracts commitments, next-step asks, and deal-stage signals from the transcript.

    03 · Tasks land in Lead Manager

    Items drop into Lead Manager scoped to the right lead and the right deal stage. Calendar holds for follow-ups added automatically.

    What gets extracted

    Three kinds of signal. All caught.

    Commitments

    "I'll send you the pricing recap by Monday." Tracked. Drafted. Reminded.

    Next-step asks

    "Can you loop in your CFO?" Surfaces as a tracked task on the deal.

    Stage signals

    "We need partner approval." Advances the deal to a multi-stakeholder track.

    Included in every Pipeline Engine tier

    AI Action Items ships with Launch, Scale, and Dominate. Same extraction quality regardless of volume.

    Where action items live

    Tasks belong to deals. Deals live in Lead Manager.

    Action items aren't a separate to-do list. They're inseparable from the deals they came from — visible in Lead Manager next to the right lead at the right stage.

    Want to see it on one of your calls?

    20-minute call. We'll run extraction on a sample transcript live during the demo — you'll see the action items land in real time.