Step 1: Identify Key Moments During the Meeting

While Fathom records your meeting automatically, you can also highlight important moments in real time. Click the “Highlight” button in the Fathom overlay during the call whenever a key decision, important announcement, or critical discussion point occurs. This creates a bookmark that makes it easy to find later. You can also add a quick text note to each highlight for context.

Step 2: Review the Post-Meeting Summary

After the meeting, open the Fathom dashboard and review the AI-generated summary. The summary organizes the meeting into topics with timestamps. Identify the 2-3 most important topics that teammates who missed the meeting need to see. These are your clip candidates. Look for moments where decisions were made, action items were assigned, or key insights were shared.

Step 3: Create a Video Clip

Click on a topic in the summary to jump to that section of the transcript. Select the text range you want to clip — Fathom will highlight the corresponding video segment. Click “Create Clip” and Fathom generates a short video with the selected portion, complete with the speaker’s video and a text overlay. The clip is typically 30 seconds to 3 minutes long.

Step 4: Add Context with a Brief Description

Before sharing, add a brief description to the clip: “Product team decided to prioritize the mobile app redesign in Q3. Key considerations: user feedback data, competitive landscape, and engineering capacity.” This context helps viewers understand why the clip matters without watching the full meeting. You can also add tags for easy categorization.

Step 5: Share via Link or Slack Integration

Fathom generates a shareable link for each clip. Copy the link and share it in Slack, email, or your project management tool. For teams using Slack, Fathom’s integration lets you post clips directly to a channel with one click. Viewers can watch the clip in their browser without needing a Fathom account. This is far more engaging than a text summary and more efficient than a full meeting recording.

Step 6: Build a Team Knowledge Library

Over time, your team’s Fathom clips become a searchable knowledge base. Set up a shared channel or document where important clips are collected. When new team members join, they can catch up on key decisions and context by watching relevant clips rather than reading through months of meeting notes. This is especially valuable for onboarding and cross-functional alignment.

Step 1: Install Fathom and Connect Your Calendar

Go to fathom.ai and sign up for a free account. Install the Fathom desktop app or browser extension (available for Chrome, Firefox, and Edge). Connect your Google or Outlook calendar so Fathom knows when you have meetings. Fathom will automatically detect Zoom, Google Meet, and Teams calls on your calendar.

Step 2: Connect Salesforce

In the Fathom settings, navigate to “Integrations” and select “Salesforce.” Authorize the connection using your Salesforce credentials. Fathom will request access to your Contacts, Opportunities, and Activities objects. Grant the necessary permissions — Fathom needs write access to create Activity records and update Opportunity fields. If your Salesforce admin has restricted API access, you may need their approval.

Step 3: Configure Auto-Sync Settings

In the Salesforce integration settings, configure what gets synced. Recommended defaults: “Auto-sync meeting summaries to the related Contact/Lead” and “Auto-create follow-up Tasks for action items.” You can also map Fathom’s summary fields to custom Salesforce fields. For example, map Fathom’s “Key Decisions” to a custom “Meeting_Decisions__c” field on the Opportunity object.

Step 4: Run Your First Meeting with Fathom

Join a scheduled Zoom or Google Meet call. Fathom will automatically detect the meeting and start recording — you’ll see a small Fathom indicator in your browser or system tray. Focus entirely on the conversation. When the call ends, Fathom will process the recording and generate a summary within 1-2 minutes.

Step 5: Review and Verify the Salesforce Sync

After the meeting, check your Fathom dashboard. You’ll see the full transcript, AI summary, and action items. Verify that the summary has been synced to Salesforce by navigating to the related Contact or Opportunity record. You should see a new Activity with the meeting summary, and any action items should appear as Tasks. If the sync didn’t work, check that the meeting attendees’ email addresses match your Salesforce Contact records.

Step 6: Customize Summaries for Your Team

Fathom lets you create custom summary templates for different meeting types. For sales discovery calls, create a template that highlights: “Pain Points,” “Budget,” “Timeline,” “Decision Makers,” and “Next Steps.” This ensures the AI summary captures the information most relevant to your sales process. Apply the template in Fathom settings, and all future discovery call summaries will follow this structure.