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Use this app when you need meeting data after a call. You can list meetings, then get the transcript, summary, or recording download for a chosen meeting.

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Configuration

Before you configure this step, connect Fathom in Integrations for your workspace using the sign-in flow. If no active connection is available, the step shows a warning with a link to Integrations instead of the account selector.

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Arguments form

When you select an action, the Arguments section renders a form driven by the action’s input schema. Switch to the Raw JSON tab when you prefer to write the full arguments object by hand. Changes in either tab stay in sync.

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Common actions

Destructive actions, such as deleting records, are not available in the workflow action picker.

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Output

This step stores the Fathom response as the step output. The shape of the response depends on the action. Use the full output reference in later steps:

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Example

  1. Open Integrations and connect Fathom if you have not already done that.
  2. Add a Fathom step to your workflow.
  3. Select a connected account in Authentication.
  4. Choose List Meetings in Action.
  5. Fill in the required fields. Use Insert Variable to reference an earlier step’s output for any field value.
  6. Click Run in the step header to test the action, then review the returned payload in Output.

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Use cases

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Review a recent meeting

  1. List Meetings
  2. Get Recording Summary
  3. Get Recording Transcript

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Prepare a recording file

  1. List Meetings
  2. Download Recording
  3. Get Recording Download

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Inspect the org

  1. List Teams
  2. List Team Members
  3. List Meetings

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Notes

  • This step depends on a connected Fathom integration in your workspace.
  • The workflow action picker shows a curated set of actions. Agents with the Fathom tool can use more of them.
  • The sign-in screen may show third-party authorization branding.

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Using Fathom as an Agent Tool

You can also add Fathom as a tool in the Agent Editor. Open the agent, click Add tool, and select Fathom. In the tool settings panel, choose the connected account the agent should use. The agent calls Fathom actions when they are relevant to the conversation. See also: Integrations, Creating and Editing, and Testing and Iteration