Snelstart
This guide covers every Fathom AI feature:
- Aan de slag — Connect your calendar and record your first call
- How to Use Recordings & Call Storage — Automatically record and store every zoom meeting you join
- How to Use Highlight Meeting Moments — Tag important points live so you can quickly jump back later
- How to Use Automate Meeting Notes — Kill post-call data entry by syncing detailed notes to your CRM
- How to Use Slack Integration — Keep your whole team on the same page after every call
- How to Use AI Meeting Summaries — Get auto-generated call summaries and instant access to answers
Benodigde tijd: 5 minuten per film
Ook in deze handleiding: Professionele tips | Veelgemaakte fouten | Probleemoplossing | Prijzen | Alternatieven
Waarom zou je deze gids vertrouwen?
I’ve run Fathom AI on my own customer calls for eight months and tested every feature here.
This tutorial comes from real hands-on use — not vendor screenshots.
I switched from another notetaker after it started clipping quiet speakers on group video calls.
Fathom AI is one of the most popular note taking apps for online meetings today.
It records, transcribes, and writes your ontmoeting notes while you talk.
Fathom helps you stay focused on the customer instead of your keyboard.
But most people only ever press record and stop there.
This guide shows you how to use Fathom AI properly, feature by feature.
Each section has three steps, a checkpoint, and one tip I learned the slow way.
Fathom AI-handleiding
This How to Use Fathom AI tutorial walks through every step, from your first zoom calls to advanced tricks that save time each week.
Fathom AI
Stop taking notes in meetings. Fathom AI records, transcribes, and summarizes your Zoom, Google Meet, and MS Teams calls, then logs everything to HubSpot automatically. Free forever for personal use.
Aan de slag met Fathom AI
Voordat u een functie kunt gebruiken, dient u deze eenmalige installatie te voltooien.
Het duurt ongeveer drie minuten.
Here is what the tool looks like in daily use:
Laten we nu elke stap eens doornemen.
Stap 1: Maak uw gratis account aan
Go to the Fathom AI website and click “Get Fathom Free.”
Sign in with the Google or Microsoft account tied to your work calendar.
Calendar access is what lets it join meetings on its own, so approve that prompt.
✓ Controlepunt: Your upcoming meetings appear inside the dashboard.
Step 2: Install the Notetaker
Add the Chrome extension for Google Meet, or the desktop app for Zoom and MS Teams.
The desktop app is more reliable when you are not the meeting host.
Host-only workspaces often block browser bots, and the desktop app sidesteps that problem.
Zo ziet het eruit:
✓ Controlepunt: A small Fathom panel shows up beside your call window.
Step 3: Set Your Recording Rules
Choose whether Fathom joins every call or only external customer calls.
Pick a summary template that matches your sales process or support workflow.
Sales reps should choose the template with objections and next steps. Support teams should choose the ticket recap.
✅ Klaar: Je bent klaar om een van de onderstaande functies te gebruiken.
How to Use Fathom AI Recordings & Call Storage
Recordings & Call Storage lets you automatically record every zoom meeting and store it in one searchable library.
Hieronder leggen we stap voor stap uit hoe je het gebruikt.
Storage is unlimited on every plan, so old calls stay available instead of aging out.
Step 1: Turn On Auto-Record
Open Settings, then Recording Preferences.
Toggle auto-record so Fathom joins each zoom meeting without a reminder.
Exclude any calendar event marked private if you share a calendar with clients.
Step 2: Open Your Call Library
Click Recordings in the left sidebar.
Every call sits there fully transcribed and timestamped.
Zo ziet het eruit:
✓ Controlepunt: Your last call appears with a duration, transcript, and summary.
Step 3: Share or Download the File
Hit Share to send a private link, or export the video recording as MP4.
You never have to take notes during the call again.
✅ Resultaat: Every zoom meeting is stored, searchable, and ready to revisit.
💡 Pro-tip: Turn off recording for internal one-to-ones. Fathom saves storage and your teammates relax faster.
How to Use Fathom AI Highlight Meeting Moments
Highlight Meeting Moments lets you tag important points as they happen so you never rewatch an entire meeting.
Hieronder leggen we stap voor stap uit hoe je het gebruikt.
Most people rewatch calls because they never marked anything worth returning to.
Step 1: Click Highlight During the Call
Press the highlight button the moment someone says something worth keeping.
One tap marks the last 30 seconds of conversation.
Step 2: Label the Moment
Pick a label like Objection, Pricing, or Next Step.
Labels make key passages easy to filter later.
Labels also help you stay organized when your week holds twenty calls.
Zo ziet het eruit:
✓ Controlepunt: Colored markers appear along the playback timeline.
Step 3: Build a Highlight Reel
Group clips into a shared folder and send it to your team.
Share key passages with one person instead of forwarding a 45-minute recording.
✅ Resultaat: You can jump directly to any key moment in seconds.
💡 Pro-tip: Highlight during the call, never after. Marking live takes a single click and zero extra time.
How to Automate Fathom AI Meeting Notes
Automate Meeting Notes lets you end post-call data entry by pushing detailed notes straight into your CRM.
Hieronder leggen we stap voor stap uit hoe je het gebruikt.
This is the feature that pays for the tool, because manual CRM logging is where reps lose hours.
Stap 1: Verbind uw CRM
Open Integrations and link Salesforce of HubSpot.
Fathom logs each call and its summary to HubSpot automatically.
Step 2: Choose a Summary Template
Pick a template built for sales calls, interviews, or support tickets.
Custom templates let you shape meeting notes around your own fields.
Zo ziet het eruit:
✓ Controlepunt: The CRM timeline shows a fresh entry within a minute of hanging up.
Step 3: Review the Logged Note
Open the deal record and confirm the note landed on the right contact.
That one connection is the biggest time saver in the whole tool.
✅ Resultaat: Your pipeline updates itself while you move to the next call.
💡 Pro-tip: Send notes to Google Docs or Begrip too. Sales reps like the CRM copy, while managers prefer a shared google doc.
How to Use Fathom AI Slack Integration
Slack-integratie lets you drop summaries into the channels where your team already works.
Hieronder leggen we stap voor stap uit hoe je het gebruikt.
Slack is where decisions actually get read, so summaries belong there rather than in a folder.
Step 1: Install the Fathom Slack App
Go to Integrations, choose Slack, and approve the permissions.
Step 2: Pick Your Channel
Route customer calls to one channel and internal syncs to another.
Customer success teams usually give each account its own channel.
Zo ziet het eruit:
✓ Controlepunt: A summary card posts to Slack right after your next call ends.
Step 3: Set Sharing Rules
Decide whether Slack gets the full transcript or only action items.
Connect more apps from the same screen — Notion, Asana, and Google Docs all plug in.
✅ Resultaat: Everyone stays on the same page without sitting in the meeting.
💡 Pro-tip: Post only action items to busy channels. Full transcripts get ignored, but a five-line recap gets read.
How to Use Fathom AI Meeting Summarizer
Samenvattingen van AI-bijeenkomsten lets you turn a long call into a one-minute read and answer questions about it later.
Hieronder leggen we stap voor stap uit hoe je het gebruikt.
Fathom AI summaries are accurate enough that I read the recap and skip the recording entirely.
Step 1: Open the Summary Tab
Click any recording and read the recap at the top.
These summaries turn a 30-minute call into a short list of key points.
Step 2: Ask Fathom a Question
Type a plain vraag like “what budget did they mention?” into Ask Fathom.
It searches your whole meeting history, not just one call.
This is super helpful when a customer references a promise from three months ago.
Zo ziet het eruit:
✓ Controlepunt: The answer appears with a link to the exact transcript line.
Step 3: Send the Follow Up
Copy the action items into your follow up call invite or email.
✅ Resultaat: You leave every call with a written recap and clear next steps.
💡 Pro-tip: Ask Fathom before a renewal. Pulling last quarter’s promises takes ten seconds and wins more deals.
Fathom AI Pro Tips and Shortcuts
After eight months of daily use, these are the tricks that matter.
Fathom AI is a great tool straight out of the box, but the powerful features sit one layer down.
Toetsenbord sneltoetsen
| Actie | Snelkoppeling |
|---|---|
| Highlight the current moment | Ctrl + Shift + H |
| Search your transcripts | Ctrl + K |
| Play or pause playback | Spatiebalk |
| Skip to next highlight | Shift + → |
Verborgen functies die de meeste mensen over het hoofd zien
- Vraag het aan Fathom: Query your meeting history in plain English and get an answer with a source link.
- Shared highlight reels: Build a clip folder for onboarding so new reps skip the entire meeting recordings.
- Custom templates: Reshape summaries around your own headings instead of the default layout.
- Talk-time ratio: Paid features show live feedback on how much you spoke versus the customer.
Fathom AI Common Mistakes to Avoid
Mistake #1: Recording Without Telling Anyone
❌ Fout: Letting the Fathom AI notetaker join silently and hoping nobody notices.
✅ Rechts: Say you are recording in the first ten seconds. Consent rules vary by state and country.
A single sentence covers it: “I have a notetaker on, it writes the recap, tell me if you’d rather I turn it off.”
Nobody has ever asked me to switch it off.
Mistake #2: Reading Transcripts Instead of Summaries
❌ Fout: Scrolling a 9,000-word transcript to find one number.
✅ Rechts: Read the AI summaries first, then use search to jump to that line.
The recap exists so you can read one minute instead of forty.
Mistake #3: Skipping the CRM Connection
❌ Fout: Copying meeting notes by hand into Salesforce after every call.
✅ Rechts: Connect the CRM once. That single change removes hours of admin each month.
Manual copying also drifts. Half your notes end up on the wrong contact record by quarter end.
Fathom AI Troubleshooting
Problem: The notetaker never joins the call
Oorzaak: The meeting was not on your connected calendar, or you joined as a guest.
Repareren: Paste the meeting link into Fathom and click Invite Notetaker manually.
If it keeps happening, reconnect the calendar from Settings and grant access again.
Problem: The host blocks recording
Oorzaak: Some workspaces block third-party bots inside zoom calls by policy.
Repareren: Switch to the desktop app, which captures audio locally instead of joining as a bot.
Ask the host to whitelist notetakers if your company runs calls in their workspace.
Problem: Names are wrong in the transcript
Oorzaak: Two people shared one microphone, so speaker separation failed.
Repareren: Open the transcript, reassign the speaker, and Fathom relabels the rest.
Accuracy holds up well with strong accents, but a shared room mic still confuses any tool.
📌 Opmerking: If you still have a technical question, contact Fathom AI support from the help menu.
Wat is Fathom AI?
Fathom AI is an ai meeting assistent that records, transcribes, and summarizes your video calls.
Think of it like a personal assistant who writes everything down so you can focus on the conversation.
Bekijk dit korte overzicht:
It works across Zoom, Google Meet, and Microsoft Teams meetings, and it is HIPAA, SOC2, and GDPR compliant.
That compliance list matters if you run healthcare, finance, or EU customer calls.
The real shift is that meetings stop being one-off events and become records you can search.
Het omvat de volgende belangrijke kenmerken:
- Recordings & Call Storage: Automatically record and store every call in one searchable library
- Highlight Meeting Moments: Tag important points live so you can quickly jump back later
- Automate Meeting Notes: Kill post-call data entry by syncing detailed notes to your CRM
- Slack-integratie: Keep your whole team on the same page after every call
- Samenvattingen van AI-bijeenkomsten: Get auto-generated call summaries and instant access to answers
Voor een volledig overzicht, zie onze Fathom AI review.
Fathom AI-prijzen
Here’s what Fathom AI costs in 2026:
| Plan | Prijs | Het beste voor |
|---|---|---|
| Vrij | 0$ | Solo Zoom Google Meet users who only need recordings and basic notes |
| Team | $15 | Small teams that want shared folders and CRM sync |
| Bedrijf | $20 | Customer success and sales teams needing coaching metrics |
Gratis proefperiode: Yes — 14 days on any paid subscription, no card needed to start.
Geld-terug-garantie: Not advertised, but you can cancel before the trial ends.
💰 Beste prijs-kwaliteitverhouding: Team — you get the CRM sync and shared folders that remove the real admin work.
The free plan is genuinely completely free for personal use, with unlimited video recording and transcripts.
What the free tier leaves out is CRM sync, shared folders, and the coaching metrics.
If you work alone, that gap barely matters. If you run a team, it is the whole reason to upgrade.
Fathom AI versus alternatieven
How does Fathom AI compare against other tools? Here’s the landscape:
Most rivals do one job well. Fathom covers recording, transcription, and recaps in one pass.
| Hulpmiddel | Het beste voor | Prijs | Beoordeling |
|---|---|---|---|
| Fathom AI | Free note taking with strong summaries | $0–$20/maand | ⭐ 4.4 |
| Otter.ai | Live transcription and search | $16,99/maand | ⭐ 4.2 |
| Fireflies.ai | Sales coaching and analytics | $10/maand | ⭐ 4.4 |
| Notion AI | Notes that live beside your docs | $10/maand | ⭐ 4.3 |
| Zoom (Built-in Transcription) | Zoom-only teams | $14,99/maand | ⭐ 4.0 |
| Google Meet (Live Ondertitels) | Basic captions at no cost | $0/maand | ⭐ 3.9 |
Snelle keuzes:
- Beste overall: Fathom AI — a powerful tool that stays free for personal use
- Beste budget: Google Meet (Live Captions) — no cost, but no summaries
- Het meest geschikt voor beginners: Fathom AI — setup takes minutes and needs no training
- Best for sales coaching: Fireflies.ai — deeper call scoring for reps chasing more deals
🎯 Alternatieven voor Fathom AI
Looking for Fathom AI alternatives? Here are the options worth testing:
- 🚀 Otter.ai: Strong speech-to-text with live captions, though it skips the video recording side that Fathom handles.
- 💰 Fireflies.ai: Cheap per-seat pricing with call scoring built for teams running a heavy sales process.
- 🎨 Notion AI: Best if your meeting notes already live in Notion beside project pages and docs.
- ⚡ Zoom (Built-in Transcription): No extra app to install, but it only covers zoom calls.
- 🔒 Google Meet (Live Captions): Free captions inside Google Meet for anyone who just needs a rough record.
Voor de volledige lijst, zie onze Fathom AI alternatives gids.
⚔️ Fathom AI vergeleken
Here’s how Fathom AI stacks up head to head:
- Fathom AI versus Otter.ai: Fathom wins on summaries and video. Otter wins if you mainly need long-form transcripts and live captions.
- Fathom AI versus Fireflies.ai: Fireflies goes deeper on coaching analytics. Fathom makes daily note taking simpler and costs nothing solo.
- Fathom AI versus Notion AI: Notion organizes tekst you already wrote. Fathom captures the meeting itself and writes the recap for you.
- Fathom AI vs Zoom (Built-in Transcription): Zoom covers one platform. Fathom covers Zoom, Google Meet, and MS Teams from a single dashboard.
- Fathom AI vs Google Meet (Live Captions): Captions vanish when the call ends. Fathom keeps every transcript, highlight, and action item.
Start Using Fathom AI Now
You learned how to use Fathom AI feature by feature:
- ✅ Recordings & Call Storage
- ✅ Highlight Meeting Moments
- ✅ Automate Meeting Notes
- ✅ Slack Integration
- ✅ AI Meeting Summaries
One user called it an absolute game changer for follow ups, and after eight months I agree.
The gain is not the transcript. It is walking out of a call with the next step already written.
A certain competitor recently tightened its free tier, which makes this free plan a no-brainer.
Volgende stap: Pick one feature and try it on your next call.
Most people start with Recordings & Call Storage.
Het duurt minder dan vijf minuten.
Veelgestelde vragen
How to set up fathom ai?
Sign up with your Google or Microsoft account, connect your calendar, then install the Chrome extension or desktop app. Fathom joins your next meeting and starts summarizing meetings automatically.
How do I add fathom AI to zoom?
Install the Fathom desktop app, allow calendar access, and it joins each zoom meeting as a notetaker. You can also paste any Zoom link and invite it manually.
Is fathom ai free?
Yes. Fathom is completely free for personal use with unlimited recordings and transcripts. Paid plans start at $15 and add CRM sync, shared folders, and coaching metrics.
Is AI Notetaker van Fathom veilig?
Fathom AI is HIPAA, SOC2, and GDPR compliant, so sensitive data is handled securely. Always announce recording at the start, since consent laws differ by region.
What does a fathom notulist Doen?
It joins your video calls, records them, and Fathom transcribes every word. Then it writes summaries, pulls out action items, and syncs them to your CRM.
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