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Fathom records your Zoom, Google Meet and Teams calls, and writes a summary, action items with an assignee, highlights and a transcript for each one. Connect Fathom once with an API key, and Neo agents can read your meetings and act on them in your PSA.

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What Neo can do with Fathom

  • Open a ticket for each action item from a meeting, owned by the person it was assigned to, with a due date
  • Add a client meeting’s or QBR’s summary to the client’s account in your PSA
  • Add each client’s meetings of the month to a monthly client report
  • Collect the decisions and action items of your own internal meetings, such as a leadership meeting
  • Find problems a client raises in more than one meeting
  • Answer a technician’s question about a meeting, in Teams or the dashboard
Neo matches a meeting to a client by the email domains of the people invited to it.

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Set up an agent

Most Fathom jobs run on a schedule, such as every hour for action items or on the first of the month for a report:
  1. Connect Fathom.
  2. Ask Neo Support to set up the agent, for example:
The agent gets the Read Only profile in its Fathom block, and the PSA permissions its job needs, such as creating tickets. Each ticket carries a line that names the meeting and the action item, so a later run never opens the same ticket twice. See Fathom API for the permission groups.

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Next steps

Connect Fathom

Make a Fathom API key and save it in Neo.