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Automation template · Meetings

Fathom Customer Call to Journey Map

customer calljourney mapuser research

After each customer call in Fathom, get a journey map of where the customer is, what they tried and where it hurt.

Use this template More Meetings templates

What it does.

From Fathom, when a meeting recording is ready, read that meeting's notes, make a journey map of the call.

Journey Map

Runs: When a meeting recording is ready
Reads: Fathom
Makes: Journey Map: Customer journey

Fathom Customer Call to Journey Map in the MockFlow Automations gallery

Turn it on.

Use this template opens the Automations page in MockFlow with every part already filled in.

Use this template

1

Open the template

Click Use this template. The Automations page opens with the sentence filled in.

2

Connect Fathom

Sign in to the app it reads, then pick what to watch where the sentence asks.

3

Try it, then turn it on

Try it once on real data, then turn it on. Every run makes a board as you and lists it in History.

Get started

Let the board make itself.

Use this template All templates

New to MockFlow

Sign up free and try it out. Automations run on the Max plan.

Brainstorm with MockFlow MCP

Add MockFlow as an MCP connector in Claude, Cursor, or any MCP-compatible AI assistant to generate flowcharts, mindmaps, architecture diagrams, and 16 types of visualizations.

Desktop App MCP Powerful

CLI Web MCP Developer

Loginless Web MCP Easiest

Built into the MockFlow Desktop App. AI creates visuals directly on your open canvas — no URLs, no waiting.

1

Open Desktop App → open a MockFlow project

2

In Claude Code / Cursor, run:
claude mcp add --transport http -s user mockflow-ideaboard http://localhost:21193/mcp

3

Ask: "Create a flowchart for..."

Best for: Designers, product teams, daily MockFlow users.

Download Desktop App →

Install from npm, log in via browser (OAuth), and boards are saved to your MockFlow account.

1

npm install -g @mockflow/ideaboard-mcp

2

mockflow-ideaboard-mcp login

3

mockflow-ideaboard-mcp

Best for: Developers using Claude Code, Cursor, or VS Code Copilot.

npm Package →

Add MockFlow as a connector in Claude.ai or ChatGPT. No installation, no account required. A new board is created and you get a shareable URL.

1

Open Claude.ai → Settings → Connectors

2

Paste this URL: https://app.mockflow.com/ideaboard/mcp

3

Ask Claude to create a flowchart — done!

Best for: Managers, marketers, anyone using Claude.ai or ChatGPT in the browser.

Learn more about MockFlow MCP → Agent Skills for MCP

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