Playbooks Fathom AI

Automate Meeting Notes and Follow‑Up Emails with Fathom AI

Capture every meeting, get instant AI‑generated transcripts, summaries, action items, and ready‑to‑send follow‑up emails—all without manual note‑taking.

Takes

Video Audio Text

Produces

Text Document

What you'll produce

Input

A 45‑minute product strategy call with the marketing team

Output

A concise meeting summary, list of action items, and a ready‑to‑send follow‑up email draft

The Workflow

8 steps · click a step number to mark it done

Open Fathom AI and have it ready before you start

Download the Fathom AI desktop app and install the Chrome extension, then sign in with your Google account and grant calendar access

In the Fathom settings, enable auto‑record for Zoom, Google Meet, and Teams and turn on "record only when participants join" to ensure consent

Start your scheduled meeting; when prompted, click the Fathom icon to add the AI notetaker as a participant so it begins recording and transcribing

After the meeting ends, open the Fathom app, locate the recent recording, and review the full transcript alongside the AI‑generated chronological summary

Mark key insights, objections, or decisions as "Action Items" and then click the "Copy Follow‑up Email" button to generate a draft email

ChatGPT

Paste the copied draft into ChatGPT to refine tone, add personalization, and ensure clarity

Review the polished email, make any final edits, and send it to meeting participants

Optionally export the transcript as a PDF or share the summary link with teammates for quick reference

Ready to run this workflow?

Open Fathom AI and follow the steps above.

Open Fathom AI

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