Fathom meeting notes

Each salesperson pastes their own Fathom API key. Fathom only returns recordings that person can open, so FireAI stores one key per user and pools them for admins, owners, and team leads.

What you get

• Settings. Save or replace your Fathom key, then sync meetings.
• Schedule meeting. Booking a Google Meet from an organisation still creates a calendar invite. After the call, sync Fathom to attach the transcript and summary to that organisation.
• Organisation Sales tab. Open Fathom meetings to read the summary, action items, and transcript.
• Dashboard. Follow up counts callback tasks only. Meet scheduled counts calendar bookings. Call performance shows how each connected teammate is doing on recorded calls, plus an overall summary of meetings to date.

Setup

1. In Fathom, open Settings → API Access and create a key.
2. In FireAI CRM, open Settings and paste the key under Fathom.
3. Click Sync my meetings. Admins can Sync all keys to refresh every connected teammate.

Who can see what

• A salesperson sees their own recordings.
• Admins, owners, and team leads can see every connected teammate’s Fathom summary and meetings.

Troubleshooting

1. Key rejected. Create a new key in Fathom and save it again.
2. Meeting missing on an organisation. Sync after the recording finishes. Matching uses invitee email, then company name, then the calendar booking time.
3. No transcript yet. Fathom is still processing the recording. Sync again later.