Use Fathom with AI
Connect nowSummarise authorised meetings and list actions.
Meetings & viewing notes
Using Fathom in an agency
Fathom is the same class of tool as Fireflies: notes from a meeting you were allowed to record. Pull the actions. Drop the small talk. Do not file the transcript onto a CRM record where the whole branch can read a client’s private aside.
What your bots can do
You can connect it now. Bots don’t do work in it yet: these are the actions listed, and each one is switched on after it passes our tests.
- DraftDraft a summary and actions
- ReadRead permitted meeting notes
Example requests
Opens as a draft in your workspace once this is available. Nothing is sent by choosing one.
- “Summarise the authorised seller meeting and prepare a list of promised actions.”Recording permissions and source evidence apply.
Before you connect
- Account you’ll need
- A Fathom account
- Who connects it
- Can be a shared organisation account, or a person’s own.
- Approval
- Anything that sends, publishes or changes a record waits for your approval unless you set a policy. Spending needs its own limit.
- Other charges
- Your own subscription, and any charges from the provider, are billed by them.
Questions
What account does Fathom need?
A Fathom account
Will a bot change Fathom without asking?
No. Anything that sends, publishes or changes a record waits for your approval, and you see the account and the text. Connecting an app is not the same as a bot already doing tested work in it. The status on this page is the one to trust.
Is KeyAccess an official Fathom partner?
No. You connect an account you or your agency already have, through Fathom’s own sign-in, where that connection is in the catalogue.