When I started this company, I had a difficult time keeping track of every project detail discussed on Zoom calls with clients. Taking manual notes worked, but I wasn't fully present in the meetings. It's likely that small details fell through the cracks.
I came across a tool called Fathom AI that eliminated this problem for us. I thought it might be helpful to you too.
How Fathom AI Works
Fathom automatically records the Zoom call and transcribes it in real-time. After the meeting, you have a full-text record that’s easy to sift through—just click on any part of the transcript, and Fathom jumps to that exact moment in the video. We’ve found it’s saved us hours of follow-up work and lets us catch every detail without breaking our focus.
What You Can Achieve with Fathom AI
With Fathom’s data, there’s a lot you can automate and organize. If you’re interested in doing this work yourself, check out tools like Zapier and Make. Here are some automations we can build to help you make the most of it:
- Automated Task Assignment and Project Status Updates
Use Fathom data to automate task assignments and project status changes in tools like Airtable or Asana. Specific keywords or project phases mentioned in the meeting can trigger tasks to be assigned to relevant team members and update the project’s progress automatically. This ensures the team knows exactly what’s next, with no manual input needed. - Custom Client Follow-Up Sequences
Set up automated email follow-up sequences tailored to the client and the topics discussed in the meeting. For example, if a project milestone or deliverable is mentioned, follow-up emails can be scheduled to remind the client of progress, send additional resources, or prompt them to review certain documents. This keeps the client engaged and informed. - Client Insights and Sentiment-Based Follow-Ups
Combine client insights with sentiment analysis to track recurring themes, client satisfaction, and potential issues. Using Fathom’s transcripts, you can build client-specific reports that reflect their main priorities, concerns, and preferences, while also flagging any negative sentiment for proactive follow-up. This adds value to your client relationships and helps resolve concerns early. - Content Creation for Knowledge Bases and Training Materials
Automatically save and categorize key client call transcriptions to build an internal library for training and best practices. Topics frequently discussed with clients can be transformed into FAQs, blog posts, or case studies, making it easier for the team to share expertise and for new hires to access proven communication strategies.
Fathom AI is free to start using and quick to set up (about 5–10 minutes). Once it’s set up, we’re happy to help you implement any of the automations we discussed above. If you give it a try, let me know what you think or ask me any questions along the way.
