Complete guide to Fathom
Getting started
Go to fathom.video and connect your calendar so the app knows when you have calls scheduled. Turn on the auto-join option so the bot enters each meeting on its own without you having to click manually. During the call, press the "Highlight" button to mark key points (important decisions, tasks); when it ends, you'll receive automatically generated summaries that you can copy to Google Docs or sync directly with your CRM.
Use cases
Automatic notes without taking notes during the call
Let Fathom record, transcribe, and summarize the meeting while you focus on the conversation instead of typing notes.
Direct CRM sync
Send notes, tasks, and contact details automatically to HubSpot or Salesforce through the native integration, with no manual copy and paste.
Recording with no visible bot on the call
Use the bot-free capture mode (in beta for Mac) to record audio locally without an extra participant showing up in the meeting.
Distributing insights to other tools
Automatically send summaries and tasks to Slack, Asana, or other apps through a native integration or Zapier.
Advanced setup
- Auto-JoinOnce enabled, the Fathom bot joins the meetings scheduled on your connected calendar on its own, so you don't have to add it manually each time.
- Highlight during the callManually marking important moments in real time helps the AI prioritize what to feature in the final summary.
- Native integrations vs. ZapierHubSpot and Salesforce have a direct native integration; for other CRMs and apps you use Zapier, which is free on all plans.
Tips
- Use the Highlight button actively during the call instead of relying only on the automatic summary — it noticeably improves what gets featured at the end.
- Enable Auto-Join from the start so you don't have to remember to add the bot to each meeting manually.
- If you're concerned that a participant bot might make people uncomfortable on sensitive calls, try the bot-free capture mode available on Mac.
- Take advantage of the fact that the Zapier integration is free on all plans to connect Fathom to any CRM that has no native integration.
FAQ
Is Fathom free?
Yes, it offers a free plan with recording, transcription, and summaries; advanced integration and team collaboration features may require a paid plan.
Which video call platforms does it support?
Zoom, Google Meet, and Microsoft Teams.
Can I avoid having a bot show up in the meeting?
Yes, there is a bot-free capture mode in beta for Mac that records audio locally instead of adding a bot participant to the call.
Based on Researched at fahimai.com/how-to-use-fathom-ai and screenapp.io/blog/fathom-notetaker-review (August 2026).