Fathom integration
Fathom is an AI meeting assistant that automatically records, transcribes, highlights, and generates AI summaries and action items from your meetings. Integrate with workflows to react to meeting events and retrieve meeting data. Use Fathom from Zoft voice agents, chat agents, workflows and AI employees.
- Starts with
New Recording - ZoftAgent or workflow decides what happens next
- Then in FathomFind Team
- AndFind Team Member
Zoft + Fathom
What Zoft can do with Fathom.
- 01Voice agentsA phone agent can use Fathom actions such as Find Team and Find Team Member during the call, then hand off to a person when it should.
- 02Chat agentsThe same agent on web chat, WhatsApp or SMS can look up and update Fathom while it talks to the customer.
- 03WorkflowsStart a workflow when “New Recording” happens in Fathom, or use Fathom as any step on the canvas.
- 04AI employeesAn AI employee can find and use Fathom actions on its own, and ask for your approval before it sends or changes anything important.
Actions 5
Things Zoft can do in Fathom.
- Find TeamFind team based on name
- List MeetingsList meetings with optional filtering and pagination
- Find Team MemberFind team member based on email
- Get Recording SummaryGet the AI-generated summary of a meeting recording. Note: This action requires API Key authentication and is not available when using OAuth2.
- Get Recording TranscriptGet the AI-generated transcript of a meeting recording. Note: This action requires API Key authentication and is not available when using OAuth2.
Triggers 1
Events in Fathom that can start a workflow.
- New RecordingFires when a meeting is recorded (i.e. a new meeting recording is produced)
Setup
Connect Fathom in three steps.
- 01ConnectChoose Fathom in Connections and approve access in the Fathom sign-in window. Zoft never sees your password.
- 02Put it to workAdd Fathom as a workflow step, or let a voice agent, chat agent or AI employee use it as a tool.
- 03Review every runAdd approvals where you want a person in the loop. Every run leaves a record you can check.
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FAQ
Fathom on Zoft, answered.
What can Zoft do with Fathom?
Zoft supports 5 actions and 1 trigger for Fathom. You can use them as workflow steps, and voice agents, chat agents and AI employees can call them as tools.
How do I connect Fathom to Zoft?
Choose Fathom in Connections and approve access in the Fathom sign-in window. Zoft never sees your password.
Can a voice agent or chat agent use Fathom?
Yes. Once Fathom is connected, a voice agent or chat agent can use its actions during a conversation. Permissions control which actions each agent can use.
Can an AI employee work in Fathom without supervision?
Only as far as you allow. AI employees ask for approval before sensitive steps, and every run leaves a record you can review.