Meetings & calls
Set up Fathom
Connect Fathom to make your recorded meetings searchable — each becomes a minutes document with the AI summary, action items and the full speaker-attributed transcript, headed with its date and everyone invited, so what was said in a meeting is as searchable as any file. Read-only.
Before you start
- An API key: in Fathom open Settings and find API access, then generate a key — a paid team plan may be required by Fathom. Only reads are ever issued with it.
- A personal key reads its owner's recorded meetings; a team API key covers the team's.
- Generate the key as above.
- Documents → Fathom, paste it as API key; optionally set History to sync (days) under Advanced — 365 days if left blank.
- Choose access groups, Test, then Sync.
What comes in
- One minutes document per meeting: a header with the date (when the recording started), a link to the recording in Fathom, the organiser (whoever recorded it) and the calendar invitees, internal or not; then the AI summary with its action items; then the full transcript.
- The transcript reads as a conversation: consecutive fragments from the same speaker merge into one turn under that speaker's name.
- A re-worded summary, a changed action item or a corrected transcript comes in again on the next sync. The header names everyone invited, but only internal people are granted access — see Access below.
| History to sync (days) | How far back to read meetings — 365 days if left blank, a year of meetings. Meetings recorded earlier than that are not read on a sync. |
|---|
Access
Each meeting is visible automatically to its host (whoever recorded it) and the invitees Fathom marks as internal, matched by email address — only internal people are added to that list, whether or not external guests are also named in the document, and an address that belongs to no account here grants nothing. The access groups you choose only cover a meeting with no host or internal-invitee email on record. Switch How access works to “One list for everything” under Permissions to put every meeting from this source under the chosen groups instead.
Up to 1,000 meetings inside the window are read per sync; Sync notes it if the cap is hit — narrow the window if this persists. Minutes already synced stay searchable even when a meeting later leaves the window or is deleted in Fathom; remove a document under Documents if one really must go. Test reports how many meetings the key can reach; on failure it says why — a rejected key reports that Fathom rejected the credentials. To cut access, revoke the key where it was generated, under Settings → API access in Fathom.
Last updated 20 Sep 2026