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# Mark Fathom action items done and keep them current

> Tick off Fathom action items that later calls show finished, add the ones nobody wrote down and list what is still open. Runs weekly.

Source: https://cotlet.dev/integrations/fathom-video-api-mcp-server/update-action-items

Fathom writes action items after every call, and they stay open until someone returns to each call page and ticks them. A week of calls means a week of items that nobody closes.

Cotlet does it in your own Fathom account with list\_calls, list\_action\_items, get\_transcript, update\_action\_item and add\_action\_item, called by your AI agent, an n8n workflow or a script.

[Sign up free](https://cotlet.dev/app/signup?app=fathom-video) [All Fathom tools](https://cotlet.dev/integrations/fathom-video-api-mcp-server.md)

Hosted · nothing to install or maintain

## Can Fathom do this on its own?

Fathom reads action items out but has no way to write them back (checked 22 Oct 2026). The API returns each item with completed and assignee, webhooks send new items out when include\_action\_items is on, and the API reference has no endpoint that changes one. Fathom's Zapier app has triggers and no actions. The Asana sync mirrors a tick or an edit only for items assigned to you.

## How you do it in Fathom today

1. Action items sit in the Action Items section of each call page. With Auto-Generate Action Items on, a Premium and Team setting, Fathom extracts them after the call.
2. To close one, you open the call from My Calls and tick the item, or edit its text. To add one Fathom missed, you click the plus icon and choose Action Item.
3. Team Admins with Standard access to a team member's recording can manage notes and assign action items on that call.
4. To get items into a task tool, you connect Asana under Settings > Integrations > Task Manager. Only items assigned to you, from calls you recorded, sync.
5. Every call is its own page, so finding what is already done means rereading later calls and remembering which ones came up again.

## How to mark Fathom action items done and keep them current

Prompt

```
Go through my Fathom calls from the last 7 days. For each open action item, check later calls for proof it is done, tick the done ones and list the rest with a reason.
```

1. 01  
### Collect the open items  
The agent reads the week with list\_calls using created\_after, then runs list\_action\_items on every call with open\_action\_items above 0\. It keeps items where completed is false and notes user\_generated, because an item a person wrote is a promise someone made on purpose.
2. 02  
### Look for proof in later calls  
For each open item it reads get\_transcript of later calls with the same attendees and looks for a turn that says the work is finished, such as "the quote went out Tuesday". It quotes the line and its timestamp, so you can see why an item was closed.
3. 03  
### Close only what has proof  
update\_action\_item sets completed to true for items with a quoted line. An item with a vague mention, or none, stays open and goes on your list. Ticking is undone by one more call, so it runs without asking; Fathom syncs the change to a connected task manager itself.
4. 04  
### Add what nobody wrote down  
When a transcript holds a clear commitment with no matching item, add\_action\_item writes it to that call. Each add waits for your OK, because Fathom may pass the new item on to a connected CRM or task manager.
5. 05  
### Report what changed  
The agent lists closed, added and still open items per call, so Monday starts with the real open list.

### What you get back

Example data

```
Calls checked: 9 (last 7 days)
Closed 5, e.g. "Send revised quote to Marc" (Q4 pricing review), done per 00:03:12 of Thursday's check-in
Added 1: "Send NDA draft to Tom" (Vendor onboarding sync)
Still open 4:
- "Book legal review for annual terms" (no mention in later calls)
- "Share Q3 numbers" (mentioned, not confirmed)
```

### Other ways to ask

- Every Friday, list open items older than 5 days per person and do not change anything.
- Close items from calls tagged as internal standups if the next standup says they are done.
- Reopen any item I ticked by mistake this week if a later call says it is still pending.

## What Fathom allows, and what to know first

- Fathom's API shows completed, assignee and user\_generated on each action item, so an agent can tell your own notes from the ones Fathom generated.
- Auto-Generate Action Items is a Premium and Team setting; on a Free account the Action Items section holds only what a person adds.
- Team Admins with Standard access to a team member's recording can assign action items on it, which a standard user cannot.
- The Asana sync always makes you the assignee and covers only calls you recorded, so a tick on someone else's item does not reach your Asana.

add\_action\_item asks for your OK by default. To run it weekly without you, switch confirmation off for that tool in your dashboard.

Sources: [Fathom Help: Navigating the Settings Page](https://help.fathom.video/en/articles/3239617) · [Fathom Help: Asana Integration](https://help.fathom.video/en/articles/7639617) · [Fathom Help: Release Notes](https://help.fathom.video/en/articles/6220097) · [Fathom API: Quickstart](https://developers.fathom.ai/quickstart) · [Zapier Help: Fathom on Zapier](https://help.zapier.com/hc/en-us/articles/39883434017165-How-to-get-started-with-Fathom-on-Zapier)

## Call update\_action\_item from a script

curl

```
curl -X PATCH https://cotlet.dev/api/v1/fathom-video/items/ai_8841/action-item \
  -H "Authorization: Bearer $COTLET_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{"completed":true}'
```

Example response

```
{
"item_id": "ai_8841",
"call_id": "610313346",
"description": "Send revised quote to Marc",
"completed": true
}
```

MCP: add https://cotlet.dev/mcp/v1 with the same key; the call is fathom\_video\_write → update\_action\_item. Example data.

[Schedule it in n8n, Make, Zapier or cron](https://cotlet.dev/integrations/fathom-video-api-mcp-server.md#automations)

## Fathom tools this automation uses

__Cotlet Fathom tools used to mark Fathom action items done and keep them current__
| Tool | Parameters |
| -------------------- | ------------------------------------------------------------- |
| list\_calls | scope, created\_after, created\_before, meeting\_type, cursor |
| list\_action\_items | call\_id |
| get\_transcript | call\_id, cursor |
| update\_action\_item | item\_id, completed, description |
| add\_action\_item | call\_id, description |

[All 14 Fathom tools with descriptions](https://cotlet.dev/integrations/fathom-video-api-mcp-server.md#tools)

## Frequently asked questions

### Will a tick also close the task in my task manager?

If you connected Asana in Settings, Fathom syncs a completed or reopened item itself, for items assigned to you in calls you recorded. Cotlet changes only Fathom.

### Is it safe to connect Fathom to Cotlet?

Yes. You sign in to Fathom yourself, in your own Cloud Browser in the EU, and we never save your password. Your agents only get Fathom once you enable it, every background request is listed, and the browser profile is stored encrypted with AES-256-GCM, the cipher 1Password uses for its vaults. The AI model never sees a login, posts and messages wait for your OK, and Disable for agents cuts access in one click. Independent scanners grade cotlet.dev A+ on Qualys SSL Labs, securityheaders.com and Mozilla Observatory; live results are on https://cotlet.dev/security.

## More Fathom automations

- [Restrict Fathom call share links to people you added](https://cotlet.dev/integrations/fathom-video-api-mcp-server/restrict-share-links.md)
- [Rewrite Fathom call summaries for the client](https://cotlet.dev/integrations/fathom-video-api-mcp-server/rewrite-call-summaries.md)
- [Fathom API and MCP server: every tool](https://cotlet.dev/integrations/fathom-video-api-mcp-server.md)
- [All use cases](https://cotlet.dev/use-cases.md)

## Give your agent access to Fathom.

Free 7-day trial with 2,000 credits, no card needed. Cotlet is independent and not affiliated with Fathom.

[Sign up free](https://cotlet.dev/app/signup?app=fathom-video)

---

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## For AI agents: sign your user up

Is your user asking you to sign them up for Cotlet? You can do it for them, no account or key needed.

1. Read the fields and their allowed values: GET https://cotlet.dev/api/v1/access-requests
2. Ask the user for each value: email, apps, what you will do with them. If they leave the password to you, generate a strong one and show it to them.
3. Show the user what you will send, then POST it as JSON to https://cotlet.dev/api/v1/access-requests.

One call creates the account and sends the access request; we email the user when access is granted.