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Twistly + Zapier · Workflow
Beta
Turn meeting notes into a PowerPoint deck, automatically
Every Fathom, Otter.ai or Google Calendar meeting becomes an editable .pptx follow-up deck, built by Twistly inside your Zap and sent to the people on the call.
Zapier: a paid plan (Professional or higher), because Free runs two-step Zaps only. Twistly: a Pro or Team plan, for the API key. The Twistly Zapier app is in Beta.
Before / after
What goes in, what comes out
One real Fathom summary and the deck Twistly built from it. Download the file and click into any text box.
Before · what Fathom gives you
Fathom · Meeting summary
Northwind Logistics: Q4 renewal call
Oct 1 · 32 min · 4 people
Resumen
- Wants one view across all four depots
- Late-shipment alerts are the top pain
- Pilot in two depots before the Q1 budget
Action items
Brightline sends a pilot proposal by Friday
After · what the Zap sends back
Zap runs · about 3 min
follow-up.pptx · 7 slides · Tokyo template
Cómo funciona
How the Zap runs
Five steps, about three minutes end to end. Step 3 is a deliberate wait: Twistly needs about 90 seconds to build the deck, so Get Presentation must run after it.
01 Trigger · Fathom
New AI Summary
Fires when Fathom finishes the call summary.
02 Action · Twistly
Create Presentation From Text
Sends the summary and returns a generation ID.
3 min
03 Wait · Delay
Delay for 3 minutes
Twistly builds the deck in about 90 s. Keep this step.
04 Search · Twistly
Get Presentation
Uses the generation ID from step 2 and returns the .pptx link.
05 Action · Gmail
Send email
Sends the deck link to the people on the call.
Who it’s for
Is this Zap for you?
You leave each call with a summary and no time left to build the follow-up deck. The Zap writes the first version for you, in your template.
Who it’s for
- Account executives who send a recap deck after every discovery or renewal call.
- Customer success managers running weekly check-ins and quarterly reviews.
- Team leads who turn the weekly sync into a slide update for their manager.
Who it’s not for
- You need a Google Slides file, not .pptx. Open the deck with the free PPT to Google Slides converter
- You want to pick every slide by hand. Use the Twistly PowerPoint add-in instead
- Your calls are not recorded by Fathom or Otter.ai. Paste the notes into Text to PPT
Setup
Set it up in about 5 minutes
Same Zap, three ways in. Pick where your meetings come from, and everything below changes with it.
Zap template
Create Twistly presentations from new Fathom meeting summaries and email them via Gmail
Opens in Zapier with all five steps in place. You only check the fields in steps 1, 2 and 5.
About 5 min
Before you start
- A paid Zapier plan. Free runs two-step Zaps only
- A Twistly Pro or Team plan, for the API key
- Fathom connected to Zapier
Step 1 · Trigger
Fathom · New AI Summary
Fires as soon as Fathom finishes the AI summary of the call. Don’t use New Recording: it fires before the summary exists.
Step 2 · Action
Twistly · Create Presentation From Text
Source Text *
Make a 7-slide follow-up deck titled Meeting title. Audience: the client’s buying team. Use only these notes: Resumen
Swap each purple field for the Fathom field of the same name in Zapier’s picker. Map the summary, not the full transcript.
Number of Slides
7
6 to 8 fits a follow-up deck
Plantilla
Tokyo
Steps 3–4 · Preset
Delay 3 minutes, then Get Presentation
Keep as is
Step 5 · Action
Gmail · Send email
A
Invitee emails
Filter out your own domain first
Zap template
Turn new Otter.ai transcripts into Twistly presentations
Opens in Zapier with all five steps in place. You only check the fields in steps 1, 2 and 5.
About 5 min
Before you start
- A paid Zapier plan. Free runs two-step Zaps only
- A Twistly Pro or Team plan, for the API key
- Otter.ai connected to Zapier
Step 1 · Trigger
Otter.ai · New Recording
Fires each time a new recording is created in Otter.
Step 2 · Action
Twistly · Create Presentation From Text
Source Text *
Make a 7-slide follow-up deck titled Título. Audience: Speakers. Use only this outline: Summary / Outline
Swap each purple field for the Otter.ai field of the same name in Zapier’s picker. Map the outline, not the full transcript: long transcripts make long decks.
Number of Slides
7
6 to 8 fits a follow-up deck
Plantilla
Tokyo
Steps 3–4 · Preset
Delay 3 minutes, then Get Presentation
Keep as is
Step 5 · Action
Gmail · Send email
A
Your team’s emails
The email carries the deck link from step 4
Zap template
Create Twistly presentations before Google Calendar events start
Opens in Zapier with all five steps in place. You only check the fields in steps 1, 2 and 5.
About 5 min
Before you start
- A paid Zapier plan. Free runs two-step Zaps only
- A Twistly Pro or Team plan, for the API key
- Google Calendar connected to Zapier
Step 1 · Trigger
Google Calendar · Event Start
Set it to fire 60 min before the start, and filter out events with an empty description.
Step 2 · Action
Twistly · Create Presentation From Text
Source Text *
Make a 6-slide prep deck titled Event title. Audience: the people on the invite. Use only this agenda: Event description
Swap each purple field for the Google Calendar field of the same name in Zapier’s picker. The agenda and notes in the invite become the slides.
Number of Slides
6
6 fits a prep deck
Plantilla
Tokyo
Steps 3–4 · Preset
Delay 3 minutes, then Get Presentation
Keep as is
Step 5 · Action
Gmail · Send email
A
Attendee emails
Sends the prep deck before the call
Read before you turn it on
Limits and fixes
What a run needs, what it delivers, and how to fix the usual failures.
You’ll need
Zapier Professional plan or higher
Zapier Free runs two-step Zaps only. This one has five.
Twistly Pro or Team plan
The API key that connects Zapier comes with these plans. Each re-run makes a new deck.
Twistly app for Zapier Beta
Fields can still change while it’s in Beta.
Each run
0 s
Cree
~90 s
Listo
~3 min
Get
Twistly builds a deck in about 90 s. Step 3 waits 3 minutes, so Get Presentation always finds it ready.
50
Slides at most
Keep Number of Slides at 50 or fewer.
.pptx
Native PowerPoint file
Every title and bullet stays editable.
If something breaks
| Problema | How to avoid it | If it already happened |
|---|---|---|
| Step 3 · DelayGet Presentation returns “processing” | Keep a Delay of 3 minutes between Create and Get. Twistly needs about 90 s. | Lengthen the Delay to 4 minutes and test the Zap again. |
| Step 2 · CreateThe deck is thin or generic | Use the New AI Summary trigger, not New Recording, and map the summary, not just the title. | Switch the trigger to New AI Summary, then re-test with a call that has a summary. |
| Step 1 · TriggerDecks are made for internal calls | Add a Filter: continue only if invitees include an outside domain. | Turn the Zap off, add the Filter, turn it back on. Delete the extra decks. |
| Step 1 · TriggerCalendar events produce empty decks | Filter out events whose description is empty. | Add an agenda to the invite, or let the Filter skip these events. |
| CuentaThe Twistly step fails with “unauthorized” | Connect Twistly with the email your Twistly plan is on. | Reconnect Twistly in Zapier under Apps, then replay the failed run. |
| CuentaThe daily limit of 100 decks is reached | Each API key starts up to 100 decks every 24 hours. A re-run makes a new deck. | Wait for the 24-hour window to reset. Failed decks don’t count. |
PREGUNTAS FRECUENTES
Preguntas
About the Zap, its limits and the file it makes.
Keep going
Where to go next
Your next call can end with a deck
Set up the Zap once. Twistly builds a follow-up deck after every meeting.
Last updated Oct 1, 2026 · Zapier is a trademark of Zapier, Inc.