What's the main difference between the Free and Premium plans for individuals?

The Free plan gives you unlimited recordings and basic summaries. Premium adds AI action items, advanced summaries with templates (like BANT, Sandler), a conversational AI assistant, and a custom bot.

Can I use Fathom with my CRM automatically?

Yes, but automatic CRM sync is a paid feature. The Business plan adds CRM Field Sync, which automatically writes meeting insights into specific CRM fields, keeping records updated without manual work.

How does the 'Ask Fathom' AI search work?

It's a ChatGPT-like interface that lets you ask questions across your meeting transcripts. Free users get limited use; paid plans get unlimited lookback for your own calls, with team call lookback dependent on the plan tier.

What are the technical requirements or limitations for the API?

The API uses OAuth for authentication, has standard rate limits, and provides endpoints for meetings, transcripts, and actions. Data retention and lookback windows are governed by the customer's Fathom plan.

Is my meeting data secure and compliant?

Fathom is SOC 2 Type II, GDPR, and HIPAA compliant (with signed BAA for Enterprise). Enterprise plans offer additional security controls, SSO/SCIM provisioning, and custom data retention policies.

What does the 90-day guarantee on paid plans cover?

It's a satisfaction guarantee that allows you to try the paid features risk-free for 90 days after purchase, after which billing continues monthly or annually.

Directory/Productivity/AI Assistants/Fathom

Fathom

Fathom is an AI-powered meeting assistant that automatically records, transcribes, and summarizes video calls. It captures notes, generates action items, and creates searchable archives of your conversations, allowing you to stay present during meetings. The tool integrates with platforms like Zoom, Google Meet, Microsoft Teams, and syncs data with CRMs like Salesforce and HubSpot, as well as collaboration tools like Slack and Notion. It's designed for individuals and teams who want to save time on post-meeting admin and extract actionable insights from their discussions.

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Added on

Sep 21, 2026

Monthly Visits

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AI Note-takingMeeting SummariesBot-free CaptureAction ItemsCRM SyncAPI & MCPTeam WorkspacesIntegrations

Product information

Everything worth knowing about Fathom

The complete picture — from everyday features to the technical detail builders and IT folks dig for.

Core features

What it actually does

Instant AI Summaries

Automatically generates chronological and enhanced summaries of meetings immediately after calls end.

Action Item Generation

AI automatically extracts and lists action items from meeting conversations.

Bot-Free Capture (Beta)

Option to record and transcribe meetings without a visible bot participant, available on Mac.

Ask Fathom AI Assistant

ChatGPT-like interface to search within a single call or across all meetings for insights and answers.

Technical capabilities

Public API & MCP

Provides a RESTful API and Model Context Protocol (MCP) for building custom integrations and workflows.

Must watch videos

AI that Works Across All Your Meetings | Fathom AI

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Tutorial0:15

AI that Works Across All Your Meetings | Fathom AI

Search, gather insights, and action across all your meetings. Fathom is the #1-rated AI notetaker trusted by hundreds of thousands of companies worldwide. With forever free options, it's the most flexible AI notetaker ever, giving you the freedom to use it however and wherever you need.

2:19

Tutorial2:19

How to Use Fathom AI in Microsoft Teams

Get Fathom recording and summarizing your Microsoft Teams meetings automatically. This tutorial shows you the exact setup: connect your Microsoft account, find scheduled Teams meetings in the Fathom drawer, admit Fathom to the lobby, and walk away with a full AI summary and action items in under 30 seconds—no notes required. Fathom is free for unlimited recording, transcription, and summarization. Works on Windows and Mac with no separate extension or connection step needed inside Teams. Perfect for sales teams, customer success, and anyone who wants to stay present in meetings instead of typing notes. Saves 38 minutes per meeting on average. KEY MOMENTS 0:00 Teams calendar sync 0:24 Find scheduled meetings 0:54 Join meeting flow 1:10 Admit Fathom to lobby 1:37 Dashboard summary 2:03 Complete checklist #FathomAI #MicrosoftTeams #MeetingNotes #AIProductivity

How to Use Fathom AI Note Taker (Complete Setup)

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Tutorial6:13

How to Use Fathom AI Note Taker (Complete Setup)

Fathom is a free AI note taker that records, transcribes, and summarizes your Zoom, Google Meet, and Teams meetings instantly. Stop wasting time on manual notes. This Fathom AI note taker tutorial walks you through setup, auto-recording, highlights, and AI summaries in real time. You'll learn account creation, calendar connection, desktop app setup, auto-record settings, platform integration, the highlight feature, instant AI summaries, and automatic action item extraction. Works on Zoom, Google Meet, and Microsoft Teams. Free plan includes unlimited recordings and five AI summaries monthly. 0:00 - Sign Up & Calendar 0:50 - Download Desktop App 1:45 - Settings & Auto-Record 2:28 - Connect Video Platforms 2:59 - Live Meeting Recording 3:33 - Highlight Key Moments 4:06 - AI Summary Instantly 4:22 - Action Items & Search Is Fathom AI note taker free? Yes. Unlimited recordings and five AI summaries per month free. Premium is $19/month for unlimited summaries and Ask Fathom access. Does Fathom work on all platforms? Yes. Fathom works on Zoom, Google Meet, and Microsoft Teams. Desktop app enables auto-join and recording when you're not the host. #FathomAI #MeetingNotes #ProductivityTips #ZoomTutorial

Who uses it

Real use cases, no hype

Sales Performance Coaching

Use AI Scorecards and real-time coaching metrics to analyze call patterns and improve rep effectiveness.

Customer Success Retention

Surface risks and opportunities from key moments, automate CRM updates, and track trends across conversations.

Marketing Insight Mining

Harvest user feedback, sentiment trends, and campaign context from meeting recordings for content strategy.

Cross-Team Alignment

Create shared visibility with searchable transcripts and summaries to keep decisions and action items visible.

Post-Meeting Automation

Auto-generate follow-up emails, action items, and push notes to project tools (Asana, Notion) via integrations.

Interview & HR Process

Streamline candidate evaluation and onboarding with searchable interview transcripts and highlight playlists.

Product Feedback Synthesis

Track feature requests and user satisfaction across calls to prioritize what matters most to customers.

What's great

Bot-free capture option (beta) - no meeting intruders
Instant, shockingly accurate AI summaries and transcripts
Massive integration ecosystem (Slack, Salesforce, HubSpot, Zapier, ChatGPT, Claude)
Saves hours of follow-up work per week, proven time efficiency

Technical strengths

SOC 2 Type II, GDPR, HIPAA compliant for enterprise security
Public API, SDKs (TS/Python), webhooks, and OAuth for custom integrations
CRM field-level sync for automatic record updates (Business+)

Where it falls short

Free plan is severely limited - no AI action items or advanced summaries
Team features require 2-user minimum, not ideal for solopreneurs
Bot-free mode is still in beta and Mac-only initially
Advanced features like CRM sync locked behind expensive Business tier

Technical limitations

Lookback window for 'Ask Fathom' across team calls is tier-dependent
API usage has rate limits and data retention policies vary by plan

For technical folks

The deep-dive specs

FAQ

Includes technical Q&A

It offers a choice: you can use the traditional bot that joins as 'Fathom', or use the new bot-free capture (currently in beta for Mac) which records without a visible attendee.