Fathom

Sign Up and Connect Calendar

Create a Fathom account and link it with Google Calendar or Outlook Calendar so that Fathom knows upcoming meetings.

Go to fathom.video, sign up with your work email, then grant calendar access in Settings > Calendar.

Connect the correct calendar that is being used for actual meetings to avoid creating a secondary calendar that Fathom cannot recognize the meeting from.

Enable Automatic Recording for Meetings

Configure Fathom to automatically join Zoom, Google Meet, or Teams meetings without manual intervention each time.

In Settings > Recording, enable the option "Auto-join and record all meetings" or choose to record based on specific calendar types.

Notify clients or partners in advance that the meeting will be recorded to avoid surprises when they see the bot joining.

Check the Summary After the First Meeting

After the meeting is over, review the AI Summary and the list of Action Items automatically generated by Fathom.

Reopen the meeting in the Fathom dashboard, read the Summary, and edit any action items that may have been misunderstood.

Assess the accuracy in 2-3 initial meetings to understand how to speak more clearly to help Fathom grasp the context better.

Connect CRM for Automatic Syncing

Link Fathom with HubSpot or Salesforce to automatically push notes and action items into the correct deal.

Go to Settings > Integrations, select the CRM in use, log in, and map the notes data fields to the correct field in the CRM.

Verify that the calls are correctly mapped to the appropriate deal/contact by testing with 1-2 calls before rolling it out to the entire team.

Share Highlight Clips with the Team

Trim important segments from the call to share quickly instead of sending the entire long recording.

While reviewing the call, highlight the important transcript segment and select "Create clip", then copy the share link for the team.

Use clips to train new employees on effective product demos from successful calls.