How To Use Fathom AI In 2024

Garrett Campbell
31 Aug 202307:13

TLDRThis video tutorial demonstrates how to utilize Fathom AI for business purposes. Fathom AI is an AI meeting assistant that transcribes and assists with note-taking during meetings. The presenter guides viewers through the sign-up process on Fathom's website and explains its compatibility with Zoom and Google Meets. The video highlights Fathom's features, such as auto-joining meetings, talk time percentage, and the ability to create highlights for important points discussed. It also showcases how to access and manage recorded meetings, including sharing recordings, using the AI summary for quick insights, and searching through transcriptions. The presenter emphasizes the tool's free version's value and mentions the paid version's benefits, particularly for team collaboration. The summary encourages viewers to try Fathom AI and engage with the presenter for any questions.

Takeaways

  • ๐ŸŒ Use fathom.video for business to get an AI meeting assistant that transcribes meetings for you.
  • ๐Ÿ“ Sign up for free on the fathom.video website, which is compatible with Zoom and Google Meets.
  • ๐Ÿ”— Auto-join feature allows Fathom to automatically join your Zoom meetings.
  • ๐Ÿ‘ฅ Fathom appears as a separate participant named after the note taker during meetings.
  • ๐Ÿ“Œ Highlights can be made during calls on important points for later review.
  • ๐Ÿ•’ Fathom shows your talk time percentage and alerts you to long monologues.
  • ๐Ÿ” Post-call, you can search through the transcription using keywords.
  • ๐Ÿ“‹ The AI summary feature provides a quick overview of the call.
  • ๐Ÿ”— Share the call recording or a link to it with others via email or a direct link.
  • ๐Ÿ“Œ Create highlights from the call for specific topics to easily share or review.
  • ๐Ÿ“Š Copy the transcription into a Google Doc for further analysis or to create a sales script.
  • ๐Ÿ“ After a call, the recording and its transcription are accessible on the Fathom platform.
  • ๐Ÿ’ฐ The basic service is free, with a paid version offering team collaboration features.

Q & A

  • What is the main purpose of Fathom AI?

    -Fathom AI is an AI meeting assistance tool that transcribes meetings, eliminating the need for manual note-taking, and provides features like talk time analysis, highlights, and monologues detection.

  • How does one sign up for Fathom AI?

    -To sign up for Fathom AI, you go to fathom.video, click on the sign-up link, and follow the instructions to create an account. It is initially a Zoom application but also supports Google Meet.

  • How does Fathom AI integrate with Zoom?

    -Fathom AI auto-joins Zoom meetings and appears as a separate participant named after the user, such as 'Garrett's Father Note Taker', and it records and transcribes the entire meeting.

  • What is the highlight feature in Fathom AI?

    -The highlight feature allows users to mark important parts of a meeting by clicking 'highlight' and then stopping the highlight when the important part ends. This helps in reviewing key moments or discussions later.

  • How does Fathom AI help with talk time analysis?

    -Fathom AI displays the talk time percentage, showing how much time each participant is speaking during a meeting. It also alerts users when they are going on too long monologues, helping them manage their speaking time.

  • What can you do with a recorded Zoom meeting using Fathom AI?

    -After a Zoom meeting is recorded with Fathom AI, you can access the recording on the Fathom website. You can view the full transcription, use the AI summary for a quick overview, and search for specific topics within the meeting.

  • How can you share a Fathom AI meeting recording with others?

    -You can share a meeting recording by sending it to everyone on the call, sharing the link with anyone, or copying the transcript into a Google Doc for further analysis or script creation.

  • What is the benefit of the paid version of Fathom AI?

    -The paid version of Fathom AI offers team management features, allowing you to access all team members' recordings without needing to request them individually, which is particularly useful for team collaboration.

  • How does Fathom AI help with CRM integration?

    -After a sales call, you can copy the link from Fathom AI and paste it into the CRM's notes section. This provides a quick and easy way to document and review the call details for future reference.

  • What is the cost of using Fathom AI?

    -The basic version of Fathom AI is completely free, which offers significant value for individuals and small businesses. There is a paid version for more advanced features and team management.

  • How does Fathom AI help in creating a sales script?

    -By copying the transcripts of multiple sales calls and pasting them into a Google Doc, users can analyze common points, objections, and successful strategies to create a more effective sales script.

  • What are some of the key features of Fathom AI that the speaker finds particularly useful?

    -The speaker finds the search feature, AI summary, and highlight feature to be the most useful aspects of Fathom AI, as they provide quick access to specific parts of the meeting and help in creating concise summaries.

Outlines

00:00

๐Ÿš€ Introduction to Fathom Video for Business Use

The speaker introduces the video's purpose, which is to demonstrate how to use Fathom Video (AI) for business. They mention their personal use of the tool and provide a step-by-step guide on how to sign up and use it. Fathom is described as an AI meeting assistance tool that transcribes meetings, eliminating the need for manual note-taking. The process includes signing up for free, accessing the tool through Zoom or Google Meets, and setting it up for use. The speaker also explains how Fathom auto-joins meetings, allows for highlights to be made during important parts of the call, and provides real-time feedback on talk time and monologues, which can be useful for self-improvement and understanding meeting dynamics.

05:01

๐Ÿ“š Post-Meeting Features and CRM Integration

After discussing the in-meeting features of Fathom, the speaker moves on to post-meeting functionalities. They explain how recorded meetings with Fathom are accessible and can be named and shared with participants or via a link. The transcription feature is highlighted, allowing users to quickly find specific parts of the meeting by searching for keywords. The AI summary provides a skimmable overview of the call, and the highlight feature allows for the creation of short clips focusing on particular topics. The speaker also mentions the ability to integrate these recordings into a CRM system by copying the link into the notes section, which is useful for reviewing call outcomes and improving sales strategies. They emphasize the tool's free availability, expressing surprise at its quality and the value it provides without any cost.

Mindmap

Keywords

๐Ÿ’กFathom AI

Fathom AI is an AI-powered meeting assistance tool designed to automate the process of note-taking during business meetings. It transcribes the entire meeting, allowing users to focus on the discussion without the distraction of manual note-taking. In the video, the presenter uses Fathom AI for their business and demonstrates its ease of use and integration with Zoom and Google Meets.

๐Ÿ’กSign up

The term 'sign up' refers to the process of registering for a service, which in the context of the video, is Fathom AI. The presenter guides viewers on how to sign up for a free account on Fathom's website, emphasizing that it is initially a Zoom application but also supports Google Meets.

๐Ÿ’กAuto join

Auto join is a feature of Fathom AI that allows the service to automatically join a meeting once it starts. This is highlighted as a convenient feature in the video, as it saves time and effort for the user, who doesn't have to manually add the AI assistant to the meeting.

๐Ÿ’กHighlight

The 'Highlight' feature in Fathom AI is used to mark important parts of a meeting. Users can select and save specific segments of the meeting for later review. In the video, the presenter uses this feature to capture potential objections or reasons why a prospect might not use their service, which can be reviewed to understand the outcome of a sales call.

๐Ÿ’กTalk time

Talk time is a metric provided by Fathom AI that shows the percentage of time a participant speaks during a meeting. This feature is beneficial for self-awareness and ensuring balanced participation. The presenter mentions that it helps them realize when they are talking too much or too little during a call.

๐Ÿ’กMonologue

A monologue in the context of Fathom AI refers to instances where a participant speaks for an extended period without interruption. The tool can alert the user when they are going on a long monologue, which can be useful for maintaining effective communication and preventing one-sided conversations.

๐Ÿ’กAI summary

The AI summary is a feature that provides a concise overview of the meeting's content. It allows users to quickly skim through the key points discussed during the meeting without having to watch the entire recording. The presenter in the video uses the AI summary to review what happened on a call efficiently.

๐Ÿ’กTranscription

Transcription is the process of converting spoken language into written text. Fathom AI offers transcription services for meeting recordings, which is particularly useful for reviewing and analyzing discussions. The video script mentions the ability to scroll through the entire transcription and search for specific topics or keywords.

๐Ÿ’กSearch feature

The search feature in Fathom AI allows users to quickly locate specific topics or keywords within a meeting's transcription. This is showcased in the video as a significant time-saver, enabling the presenter to find discussions about 'KPIs' and create highlights for further reference.

๐Ÿ’กCRM integration

CRM, or Customer Relationship Management, integration refers to the ability to connect Fathom AI with a CRM system to store and manage customer interactions. The presenter demonstrates how to copy a link from Fathom AI and paste it into the CRM's notes section, providing a detailed record of the call for future reference.

๐Ÿ’กFree version

The free version of Fathom AI is mentioned as a cost-effective solution for individuals and small businesses. The presenter expresses surprise at the quality of the tool being available for free, which includes the core features of transcription, highlighting, and AI summary. They also mention a paid version with additional team management capabilities.

Highlights

Fathom AI is an AI meeting assistance tool that transcribes meetings for businesses.

It auto-joins meetings and can be used with both Zoom and Google Meets.

Users can highlight important parts of a call for later review.

Fathom provides real-time feedback on talk time percentages and monologues.

The tool helps users be conscious of their speaking time and involvement in meetings.

After a call, Fathom displays recordings on a user's homepage.

Recordings can be named, shared, and linked to for easy access.

Transcriptions allow users to scroll through and review entire meetings efficiently.

An AI summary feature provides a quick overview of the call's content.

Users can search for specific terms within the call transcription.

Highlights can be created for specific parts of the call and shared via link.

Transcriptions can be copied into a Google Doc for further analysis or scripting.

Fathom's search feature, AI summary, and highlight tool are key for efficient call review.

The link to a call can be copied and added to a CRM for detailed notes.

Fathom is completely free, offering significant value to businesses.

A paid version is available for teams, offering centralized access to all recordings.

The free version is sufficient for individual use and provides substantial functionality.