Quick Start Guide

Fathom makes it easy for you to recall and share the important moments from your Zoom calls. Instead of trying to hurriedly take notes, you simply click a button whenever something important is said. After the call, you’ll get instant access to a transcribed recording of the entire call with those key moments portions of the call highlighted. Use it to remember key details, write stress-free notes or share the highlights with colleagues or customers.

FAQ

  • Should I be concerned about my privacy? Who has access to recordings?
    All recordings with Fathom are 100% private. They can only be seen if you share your recordings.
  • How much storage is available for recordings?
    Unlimited.
  • What does Fathom cost?
    Fathom is 100% free. In the future we’ll plan to offer paid team tiers, but the free tier will remain forever free.
  • Does Fathom replace Zoom?
    No, Fathom works alongside your Zoom client.
  • Can I use Fathom without Zoom?
    No, Fathom requires Zoom and is not a separate service.

Installation

  1. Open your Zoom app and click on the Apps icon
  2. Search Fathom and click Add
  3. Sign in to Zoom
  4. Confirm permissions, click Authorize
  5. Connect your calendar
  6. Once installed, click Start Guided Test Call and Fathom will launch onboarding
  7. When prompted, click End meeting for all followed by Continue Walkthrough
  8. At the end of Part 2, launch the Fathom App to complete onboarding and installation

Usage

Using Fathom on your Zoom

  • Launching Fathom
    After you start your Zoom, click on the Zoom Apps Icon and open the Fathom App.
  • Using the Live Panel
    Once you open the Fathom app, the live panel will display on the right of your Zoom window. This is your command center for capturing those key moments throughout your meeting. Click on the relevant button (highlight, bookmark, action item) during your meeting and jot down a quick note to yourself to reference later.
  • Recording with Fathom
    To begin recording with Fathom, click the green start recording button. You can also enable auto record in the customize page to skip this step for all external meetings moving forward.
  • Action Items
    Easily keep track of events, activities, or tasks mentioned during your meetings with a click of a button. Fathom will create an action item for you to check off post meetings.
  • Bookmarks
    These allow you to mark important sections on a call and create a timestamp to easily jump back once the call is over. Bookmarks also act as an easy reference for anyone you send the recording to.
  • Highlights
    Highlights are the key moments on a call that you would like to reference later and are the bread and butter of Fathom. Anytime you hear something you want to remember or capture, click the relevant highlight and jot down a quick note.
  • Slack Integration
    The integration with Slack allows you to push selected highlights into a dedicated Slack channel for others to view in real time.

Using Fathom after your Zoom has ended

  • Call View
    This view in Fathom is where everything from your call will live. The call recording, your action items, bookmarks, highlights, and full transcript are all accessible in this view. This is where you can also find shareable links to those objects, and send your call summaries to Salesforce.
  • Editing, add, and removing highlights, bookmarks, or action items
    Using the icons next to the transcript sections you will be able to create, edit and remove highlights, bookmarks and action items.
  • Sharing
    • Full Access Link
      Sharing this link allows the viewer access to the call recording including all highlights, bookmarks, and action items.
    • Attendee Link
      Sharing this link allows the viewer access to just the recording and the transcript.
    • Individual highlights, bookmarks, and action items
      All of your highlights, bookmarks, and action items are shareable post call. Simply click the hyperlink to the right of your note and you can share that note with the associated clip.
    • Copy Summary
      This allows you to copy your notes in their entirety to a clipboard and share them in an email, Word document, etc.
  • Salesforce Sync
    With the Salesforce sync, you can push your call summary to a Salesforce contact or opportunity. Anytime you make updates to your notes on a call view it will automatically sync.

Uninstallation

  1. Login to your Zoom account and navigate to the Zoom Marketplace
  2. Click Manage > Installed Apps or search for the Fathom app
  3. Click Uninstall next to Fathom
  4. Confirm dialogue, click Uninstall
  5. If you have auto-record or auto-request recording consent enabled, in addition to uninstalling the app, you'll need to go to https://fathom.video/customize to disable those options.

Troubleshooting

Currently Fathom is only compatible with Google Calendar or Microsoft Outlook Calendar and is not compatible with Zoom Basic

Support

You can reach us 6am–6pm PST by sending us an email at help@fathom.video. We look forward to chatting with you!