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The common use is a scheduled agent: every hour it reads the meetings recorded since its last run, opens a ticket for each action item in your PSA, and adds each client meeting’s summary to the client’s account.
Automatically enabled when you configure Fathom permissions in your agent workflow, or on a dashboard.

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What It Does

  • Find meetings by client email domain, date, meeting type, recorder or Fathom team
  • Read each meeting’s summary, action items with their assignee, highlights, and the CRM records Fathom linked
  • Read a meeting’s transcript, when you turn on the Transcripts group
  • List your Fathom teams, team members and users
Neo reads Fathom; it changes nothing there.

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Permission Groups

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Access Profiles

No Fathom read asks a technician for approval. The writes the agent makes from a meeting, such as a ticket or a company note, follow the agent’s PSA permissions.

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Safety Controls