How To Use Fathom AI In 2024

The video provides a step-by-step guide on how to use Fathom AI for business purposes. Fathom AI is an AI meeting assistant that transcribes meetings, eliminating the need for manual note-taking. The video demonstrates how to sign up for the service, which is compatible with Zoom and Google Meets. It highlights the platform's features, such as auto-joining meetings, the ability to highlight important parts of a call, and providing real-time talk time statistics. After a meeting, users can access a full transcription, AI summary, and search functionality to quickly find specific topics discussed. The platform also allows for easy sharing of meeting recordings and highlights, and integration with CRM systems for sales calls. The presenter emphasizes the value of the free version, noting its surprising quality and the additional benefits of the paid version for team collaboration.

Takeaways

• 🌐 Use fathom.video for AI meeting assistance, which transcribes meetings for you.
• 📝 Sign up for free on their website and integrate it with Zoom or Google Meets.
• 🔗 Auto-join feature in Zoom allows Fathom to enter meetings without manual invitation.
• 👤 Fathom appears as a separate participant in the meeting, named after the user.
• 📌 Highlight important parts of the meeting for easy reference later.
• 🗣️ Monitor your talk time and identify monologues to manage meeting participation effectively.
• ⏱️ Get insights into your speaking habits and adjust your communication style accordingly.
• 📑 After the meeting, access recordings and transcriptions from your Fathom dashboard.
• 🔍 Use the search feature to find specific topics discussed during the call.
• 📄 AI summary provides a quick overview of the call's content.
• 📌 Create highlights for specific parts of the call and share them easily with others.
• 📋 Copy the transcript into a Google Doc or use it to update CRM notes for organized record-keeping.
• 💰 The basic version of Fathom is free, with a paid version offering team collaboration features.

Q & A

What is the purpose of Fathom AI for businesses?

Fathom AI serves as an AI meeting assistant that transcribes and analyzes meetings, allowing users to focus on the discussion without the need to take notes. It provides features like talk time analysis, highlight important parts of the meeting, and monologue detection.

How does one sign up for Fathom AI?

To sign up for Fathom AI, you visit their website and click on the 'sign up for free' option. It is initially a Zoom application but also supports Google Meets.

How does Fathom AI auto join Zoom meetings?

Fathom AI auto joins Zoom meetings, which means it will automatically connect to the meeting without requiring manual entry once the user has logged in and set up the integration.

What is the function of the 'Highlight' feature in Fathom AI?

The 'Highlight' feature allows users to mark important parts of a meeting for later reference. It can be used to note objections, key points, or any other significant discussion during a call.

How can Fathom AI help users manage their talk time during meetings?

Fathom AI provides real-time feedback on the user's talk time, showing the percentage of time they are speaking. It also alerts users when they are going on long monologues, helping them to manage their speaking time effectively.

What happens to the meeting recording after it's finished with Fathom AI?

After a meeting is recorded with Fathom AI, it appears in the user's account on the Fathom website, where it can be accessed, reviewed, and shared with others.

How can users share a meeting recording with others?

Users can share a meeting recording by sending the recording to everyone who participated in the call, sharing it with other linked emails, or by providing a direct link to anyone they wish to share it with.

What is the AI Summary feature in Fathom AI?

The AI Summary feature provides a brief overview of the meeting, allowing users to quickly skim through the key points and actions discussed during the call.

How can users find specific topics discussed during a meeting using Fathom AI?

Users can search for specific words or phrases, like 'KPIs', in the transcription to navigate directly to the part of the meeting where that topic was discussed.

What is the benefit of the 'Highlight' feature for team collaboration?

The 'Highlight' feature allows users to create short clips of specific discussions, which can be easily shared with team members for quick reference or follow-up without having to review the entire meeting recording.

How does Fathom AI integrate with CRM systems?

Users can copy the link to a recorded meeting and paste it into the notes section of their CRM, providing a quick and easy way to document and review the outcomes of sales calls or other business discussions.

Is there a cost associated with using Fathom AI?

The basic version of Fathom AI is completely free, although there is a paid version available that offers additional features, particularly for team management and centralized access to recordings.

Outlines

00:00

🚀 Introduction to Fathom Video for Business Use

The speaker introduces Fathom Video, an AI meeting assistance tool they personally use for their business. They guide the audience through the sign-up process on the Fathom website, noting that it integrates with Zoom and now also with Google Meet. The tool transcribes meetings, eliminating the need for manual note-taking. The speaker demonstrates how Fathom auto-joins Zoom meetings and appears as a separate participant, allowing users to highlight important moments, monitor talk time, and identify monologues. These features help users be more conscious of their speaking time and participation levels.

05:01

🔍 Fathom's Post-Meeting Features and CRM Integration

After a meeting, Fathom provides a transcription and additional features for recorded calls. Users can name the call, share the recording, and access a full transcription. The AI summary allows for quick scanning of the meeting's content. A search function enables users to find specific topics discussed during the call. The highlight feature lets users tag important segments, which can be shared with others for easy reference. The speaker also mentions a creative use of the tool: compiling transcripts from multiple sales calls to create a sales script. They highlight the ease of integrating meeting notes into a CRM system by copying the Fathom link into the notes section. The speaker expresses their satisfaction with the free version of Fathom, noting its surprising quality and the additional benefits of the paid version, which include team management features.

Keywords

Fathom AI

Fathom AI is an AI-powered meeting assistance tool designed to automate the process of note-taking during business meetings. It transcribes the entire meeting, allowing users to focus on the discussion rather than taking notes. In the video, the presenter demonstrates how Fathom AI can be integrated with Zoom and Google Meets to enhance meeting productivity.

Sign up page

The sign up page is the initial entry point for users to register for a service. In the context of the video, the presenter instructs viewers to type in 'fathom.video' and click on the provided link to access the sign-up page for Fathom AI, which is the first step in setting up the AI meeting assistance.

Zoom application

Zoom is a popular video conferencing software used for remote meetings and online gatherings. The script mentions that Fathom AI was initially a Zoom application, highlighting its compatibility and integration with this platform. This allows users to utilize Fathom AI's features directly within their Zoom meetings.

Google Meets

Google Meets is another video conferencing tool provided by Google. The video script indicates that Fathom AI has expanded its compatibility to include Google Meets, in addition to Zoom, offering users more options for integrating the AI meeting assistant into their preferred video conferencing platform.

Auto joins

The term 'auto joins' refers to the feature where Fathom AI automatically joins a meeting once it's started. This is mentioned as a convenient feature that allows the AI to begin recording and assisting in the meeting without manual intervention from the user.

Fathom Note Taker

Fathom Note Taker is the name given to the AI's presence within a meeting. It appears as a separate participant and is responsible for recording and transcribing the meeting. The script describes how the Fathom Note Taker can be admitted into a meeting to start the note-taking process.

Highlights

Highlights in the context of Fathom AI refer to the user's ability to mark important parts of a meeting for special attention. The presenter uses this feature to capture and review key moments, such as potential objections during a sales call, which can later be reviewed for analysis.

Talk time

Talk time is a metric provided by Fathom AI that shows the percentage of time a participant speaks during a meeting. This feature helps users to be conscious of how much they are dominating the conversation and allows for a more balanced discussion.

Monologues

Monologues, as mentioned in the video, are lengthy uninterrupted speeches by a single participant. Fathom AI can identify when a participant is going on a monologue, which can be useful for the speaker to self-regulate and ensure a more interactive and engaging meeting.

AI summary

The AI summary is a feature of Fathom AI that provides a concise overview of the meeting's content. It allows users to quickly skim through the main points discussed during the meeting without having to watch the entire recording, which saves time and increases efficiency.

Search feature

The search feature in Fathom AI allows users to search for specific terms or topics discussed during the meeting. This is particularly useful for finding discussions about certain subjects, such as 'KPIs', and jumping directly to those parts of the meeting for review.

CRM

CRM stands for Customer Relationship Management, and it refers to the systems used to manage interactions with customers and clients. The video mentions the utility of Fathom AI in post-meeting activities, such as copying the link to a meeting recording and pasting it into the notes section of a CRM for future reference.

Highlights

Fathom AI is an AI meeting assistance tool that transcribes meetings and can be used with Zoom and Google Meets.

The tool auto-joins meetings and can be accepted to record the entire session.

Users can highlight important parts of the call for later reference.

Fathom provides real-time feedback on talk time percentages and monologues.

The tool helps users be more conscious of their speaking time and involvement in meetings.

After a call, Fathom displays the recording on the user's homepage with options to name, share, and review the call.

Transcriptions allow users to efficiently review long meetings without watching the entire recording.

An AI summary feature provides a quick overview of the call's content.

Users can search the transcript for specific keywords or topics discussed during the call.

The highlight feature allows users to create and share short clips from the meeting.

Transcripts can be copied into a Google Doc for further analysis or to create a sales script.

Fathom integrates with CRM systems, allowing users to easily add call notes.

The free version of Fathom offers substantial value, including the highlight and search features.

A paid version is available, primarily benefiting teams by centralizing call recordings.

The paid version allows a team leader to access all team members' call recordings without needing to request them.

Fathom is a valuable tool for businesses looking to improve meeting efficiency and record-keeping.

The speaker emphasizes the tool's practical applications for sales calls and objection handling.

Fathom's features are designed to enhance meeting productivity and post-meeting analysis.