How to Use Fathom AI: Step-by-Step Guideline in 2024

Juggling note-taking and active participation during Google Meets can be a real challenge.

It’s frustrating to miss important details or spend valuable time on manual tasks after a call.

Wouldn’t it be great to focus solely on the conversation and have everything else taken care of automatically?

That’s where Fathom AI steps in.

Here, we elaborate on how to use Fathom AI to automate note-taking during your Google Meets and provide you with auto-generated call summaries, saving you time and effort.

Understanding Fathom AI

Okay, so what exactly is Fathom AI?

Think of it as your super-smart notetaker for Google Meet.

It sits in on your meetings, quietly taking notes the entire time.

But it’s not just any notetaker – Fathom AI uses fancy tech to capture key points action items, and even create a summary of the whole meeting.

No more frantic scribbling or trying to remember who said what!

And the magic doesn’t stop there. Fathom AI doesn’t just help during the meeting; it’s a game-changer afterward, too.

Imagine having all your meeting notes automatically organized and ready to go in Google Docs.

No more post-call data entry! You can even set Fathom AI to send follow-up emails with key takeaways, making sure everyone’s on the same page.

Whether you’re in sales, customer success, or any other field that relies on Google Meet (or even Microsoft Teams meetings!) for communication, Fathom AI is here to make your life easier.

It’s like having a personal assistant who takes care of all the tedious stuff so you can focus on building relationships and closing deals.

Getting Started with Fathom AI

Alright, let’s dive into how you can actually start using this awesome tool.

First things first, you’ll need to create a Fathom AI account. It’s a quick and easy process, and you’ll be up and running in no time.

Once you’re in, you’ll notice Fathom AI’s clean and simple interface.

It’s designed to be user-friendly so that you won’t get lost in a maze of complicated menus.

Now, let’s explore some of Fathom AI’s key features:

• AI Notetaker: This is where the magic happens. Fathom AI’s Notetaker sits in on your Google Meets (and even Zoom calls!), capturing everything that’s said.
• AI Summaries: After your meeting, Fathom AI generates a concise summary highlighting the key points and action items. This is an absolute game-changer for busy professionals!
• Share Key Passages: Found something important during the meeting? You can easily share specific passages from the transcript with your team.
• Instant Access to Notes: All your meeting notes are automatically saved and organized, so you can find what you need in a snap.

Why is this such a big deal?

• For sales teams, Fathom AI can help you track leads, close deals faster, and never miss a follow-up call.
• For customer success teams, Fathom AI can help you provide better support, identify customer pain points, and improve overall satisfaction.
• For anyone who relies on video calls, Fathom AI is a powerful tool that can save you time, improve productivity, and make your online meetings more effective.

Fathom AI is more than just a notetaker; it’s an AI meeting assistant that can transform the way you work. So, what are you waiting for?

Give it a try and see the difference for yourself!

Utilizing Core Features

Okay, we know Fathom AI is cool, but how do you actually use it? Don’t worry, it’s super easy. Let’s break down the core features:

1. The Notetaker – Your Digital Scribe

• Joining the Meeting: When you’re in a Google Meet, invite Fathom AI like you would any other participant. It’ll quietly join and start taking notes.
• Capturing Everything: Fathom AI listens to the entire conversation, transcribing it in real time. It even identifies different speakers, so you know who said what.
• Highlighting Key Points: Fathom AI uses its smarts to pick out important moments, action items, and decisions made during the meeting.

2. AI Summaries – Your Meeting Cliff Notes

• Instant Recap: As soon as your meeting ends, Fathom AI generates a summary. It’s like a super-condensed version of the meeting, perfect for a quick recap.
• Customizable: You can even tell Fathom AI to focus on specific topics or questions so the summary is tailored to your needs.
• Easy Sharing: Share the summary with your team via email or Slack so everyone’s in the loop.

3. More Cool Stuff (Paid Features)

• CRM Integration: Connect Fathom AI to your CRM (like Salesforce or HubSpot) to automatically log calls and update deals.
• Custom Vocabularies: Teach Fathom AI to recognize industry-specific terms or jargon so it understands your meetings even better.
• Transcription Translation: Have a meeting with international clients? Fathom AI can translate the transcript in real time.

Additionally, Fathom AI enables you to easily share key passages from transcripts, search for specific information within past meetings, and access all your notes instantly.

Advanced Fathom AI Techniques

Alright, now that you’ve got the basics down, let’s explore some of the cooler things you can do with Fathom AI.

These tips and tricks will take your meetings to the next level!

1. Search Like a Pro

• Keyword Search: Can’t remember who mentioned a specific client or project? Just type a keyword into Fathom AI’s search bar, and it’ll find all the relevant moments in your meeting transcripts.
• Filter by Speaker or Date: Want to see only what your boss said or what was discussed in last week’s meetings? Fathom AI’s filters make it easy to narrow down your search.

2. Collaborate and Share

• Team Access: Give your team access to Fathom AI so everyone can benefit from the notes and summaries.
• Shared Folders: Organize your meeting transcripts into folders and share them with specific team members or clients.
• Highlights and Comments: Add highlights and comments to important parts of the transcript so you can easily discuss them with your team later.

3. Customize Fathom AI to Your Needs

• Integrations: Connect Fathom AI to other tools you use, like your CRM or project management software. This can automate tasks and streamline your workflow.
• Custom Vocabularies: If you’re in a specialized industry, you can teach Fathom AI to recognize specific terms and jargon.
• Transcription Settings: Adjust the transcription settings to match your preferences. You can even choose to have Fathom AI identify action items automatically.

The Best Part?

Many of these advanced features are available even in the completely free version of Fathom AI.

So, you can start experimenting and finding new ways to use this powerful tool without spending a dime!

Real-World Applications

Alright, let’s get real. How does Fathom AI actually make a difference in your day-to-day work?

Let’s see how it can work its magic in a few common scenarios:

1. Sales Calls

• Capture Every Detail: Fathom AI makes sure you never miss a crucial detail from a sales call. Remember that time the client casually mentioned a competitor? Fathom AI does.
• Focus on the Conversation: Instead of frantically taking notes, you can focus on building rapport and listening to your client’s needs.
• Follow Up Like a Pro: With AI-generated summaries and key takeaways, you can send personalized follow-up emails that impress your prospects.

2. Customer Support

• Understand Customer Needs: Fathom AI helps you quickly identify customer pain points and concerns so you can provide better support.
• Track Issues and Resolutions: Keep a record of every customer interaction so you can easily track issues and ensure they’re resolved.
• Improve Training: Use Fathom AI transcripts to train new team members and identify areas for improvement.

3. Team Meetings

• Clear Action Items: No more confusion about who’s doing what. Fathom AI clearly outlines action items and deadlines.
• Share Key Takeaways: Send a summary to team members who couldn’t attend so everyone stays in the loop.
• Find Information Fast: Need to remember a decision from last week’s meeting? Just search your Fathom AI transcripts.

In short:

• Fathom makes your meetings more productive and less stressful
• Fathom saves you time on note-taking and follow-up
• Fathom helps you build better relationships with clients and colleagues

So, whether you’re in sales, customer support, or just trying to stay organized, Fathom AI is the tool you’ve been waiting for.

It’s time to say goodbye to messy notes and missed opportunities!

Wrapping UP

So, there you have it! Fathom AI is your new best friend for Google Meets.

It’s like having a super-powered notetaker who never misses a beat.

No more struggling to keep up with the conversation or wasting time on post-call tasks.

With Fathom AI Notetaker, you can focus on what truly matters – building relationships, closing deals, and providing top-notch customer service. And the best part?

You can try it out for free! So why not give it a shot and see how it transforms your meetings?

Remember, Fathom AI is more than just a note-taking tool.

It’s your AI-powered meeting assistant, ready to help you make the most of every conversation.

So go ahead and give it a try. You might be surprised at how much time and energy you save!

Frequently Asked Questions