OC-201a · Module 2

Task Management

3 min read

Use Fathom to transcribe meetings, then have OpenClaw extract action items for you AND your attendees, cross-referenced with your CRM.

Fathom AI notetaker joins all your meetings and transcribes them. Instead of using Fathom's built-in takeaway generator, send the transcript to Gemini 2.5 Flash and ask it to identify key takeaways: what you need to do, what your attendee needs to do. It cross-references with your CRM to identify who the person is and their company context, then shows you the task list for approval.

Say "add a task to follow up with X person by Friday" and OpenClaw extracts the action, looks up the person in your CRM, and creates the task with full context.

When you tell OpenClaw to create a task, it doesn't just create a bare item. It extracts the action and deadline, cross-references the person with your CRM to find their company and role, pulls relevant context from recent interactions, shows you the enriched task for approval, then pushes it to Todoist.

Log every AI call and API request to a central usage tracker. Query it anytime to see spend breakdowns by workflow, model, and time period.

Running many automations means API costs can sneak up. A background tracker logs every single AI call and API request. You can ask "How much did I spend this week?" or "Which workflows are costing the most?" or "Show me the 30-day trend." At roughly $150/month total, it's critical to know where that money goes and catch unexpected spikes.