Hướng dẫn sử dụng Fathom AI: Tự động hóa ghi chú cuộc họp của bạn vào năm 2026

Hướng dẫn nhanh

This guide covers every Fathom AI feature:

• Bắt đầu — 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

Thời gian cần thiết: 5 phút cho mỗi phim

Cũng trong hướng dẫn này: Mẹo chuyên nghiệp | Những lỗi thường gặp | Khắc phục sự cố | Chạy | Các lựa chọn thay thế

Tại sao nên tin tưởng hướng dẫn này?

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 cuộc họp 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.

Hướng dẫn sử dụng Fathom AI

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.

THỬ FATHOM AI NGAY BÂY GIỜ →

ĐỌC TOÀN BỘ BÀI ĐÁNH GIÁ →

CÁC LỰA CHỌN THAY THẾ CHO FATHOM AI →

Hướng dẫn bắt đầu sử dụng Fathom AI

Trước khi sử dụng bất kỳ tính năng nào, hãy hoàn tất thiết lập một lần này.

Quá trình này mất khoảng ba phút.

Here is what the tool looks like in daily use:

Bây giờ chúng ta hãy cùng xem xét từng bước một.

Bước 1: Tạo tài khoản miễn phí của bạn

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.

✓ Điểm kiểm tra: 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.

Đây là hình ảnh minh họa:

✓ Điểm kiểm tra: 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.

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.

Dưới đây là hướng dẫn sử dụng từng bước.

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.

Đây là hình ảnh minh họa:

✓ Điểm kiểm tra: 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.

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.

Dưới đây là hướng dẫn sử dụng từng bước.

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.

Đây là hình ảnh minh họa:

✓ Điểm kiểm tra: 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.

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.

Dưới đây là hướng dẫn sử dụng từng bước.

This is the feature that pays for the tool, because manual CRM logging is where reps lose hours.

Bước 1: Kết nối CRM của bạn

Open Integrations and link Salesforce hoặc 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.

Đây là hình ảnh minh họa:

✓ Điểm kiểm tra: 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.

How to Use Fathom AI Slack Integration

Tích hợp Slack lets you drop summaries into the channels where your team already works.

Dưới đây là hướng dẫn sử dụng từng bước.

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.

Đây là hình ảnh minh họa:

✓ Điểm kiểm tra: 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.

How to Use Fathom AI Meeting Summarizer

Tóm tắt các cuộc họp về AI lets you turn a long call into a one-minute read and answer questions about it later.

Dưới đây là hướng dẫn sử dụng từng bước.

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 câu hỏi 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.

Đây là hình ảnh minh họa:

✓ Điểm kiểm tra: 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.

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.

Phím tắt

Những tính năng ẩn mà hầu hết mọi người bỏ lỡ

• Hãy hỏi 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

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

The recap exists so you can read one minute instead of forty.

Mistake #3: Skipping the CRM Connection

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

Gây ra: The meeting was not on your connected calendar, or you joined as a guest.

Sửa chữa: 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

Gây ra: Some workspaces block third-party bots inside zoom calls by policy.

Sửa chữa: 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

Gây ra: Two people shared one microphone, so speaker separation failed.

Sửa chữa: 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.

📌 Ghi chú: If you still have a technical question, contact Fathom AI support from the help menu.

Fathom AI là gì?

Fathom AI is an ai meeting trợ lý 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.

Hãy xem đoạn video tổng quan ngắn này:

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.

Nó bao gồm các tính năng chính sau:

• 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
• Tích hợp với Slack: Keep your whole team on the same page after every call
• Tóm tắt các cuộc họp về Trí tuệ nhân tạo: Get auto-generated call summaries and instant access to answers

Để biết thông tin chi tiết đầy đủ, vui lòng xem phần sau: Fathom AI review.

Định giá AI của Fathom

Here’s what Fathom AI costs in 2026:

Dùng thử miễn phí: Yes — 14 days on any paid subscription, no card needed to start.

Đảm bảo hoàn tiền: Not advertised, but you can cancel before the trial ends.

💰 Giá trị tốt nhất: 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.

So sánh AI và các giải pháp thay thế

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.

Lựa chọn nhanh:

• Tốt nhất tổng thể: Fathom AI — a powerful tool that stays free for personal use
• Ngân sách tốt nhất: Google Meet (Live Captions) — no cost, but no summaries
• Phù hợp nhất cho người mới bắt đầu: Fathom AI — setup takes minutes and needs no training
• Best for sales coaching: Fireflies.ai — deeper call scoring for reps chasing more deals

🎯 Tìm kiếm các giải pháp thay thế 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.
• 🎨 Trí tuệ nhân tạo Notion: 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.

Để xem danh sách đầy đủ, vui lòng xem trang của chúng tôi. Fathom AI alternatives hướng dẫn.

⚔️ So sánh với Fathom AI

Here’s how Fathom AI stacks up head to head:

• So sánh Fathom AI và Otter.ai: Fathom wins on summaries and video. Otter wins if you mainly need long-form transcripts and live captions.
• So sánh Fathom AI và Fireflies.ai: Fireflies goes deeper on coaching analytics. Fathom makes daily note taking simpler and costs nothing solo.
• So sánh Fathom AI và Notion AI: Notion organizes chữ 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.

Bước tiếp theo: Pick one feature and try it on your next call.

Most people start with Recordings & Call Storage.

Chỉ mất chưa đến năm phút.

Câu hỏi thường gặp

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.

Ứng dụng AI Notetaker của Fathom có ​​an toàn không?

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 người ghi chép LÀM?

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.