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Fathom

Connect Fathom to your Workspace to put your meeting notes to work: draft follow-ups from a call’s summary, keep your CRM current with what was said, answer questions about past meetings, and collect action items into a tracker. Ask the assistant, or ask it to build features in your workspace that use Fathom.

The connection acts as the Fathom user who connects it, and sees the meetings that user can see in Fathom.

Before you start

  • A Luo account. Sign up or sign in at luo.app.
  • A Fathom account. Any Fathom plan works. You sign in with Fathom, so there’s no API key to copy.

How to connect

  1. Open your workspace in Luo, go to Settings → Integrations, and click Add Integration.
  2. Select Fathom.
  3. Choose to connect as a user integration (your personal connection) or a workspace integration (shared with the members of the workspace, who then all work with your Fathom account).
  4. Sign in to Fathom if asked, and approve the access Luo asks for.

What Luo can do

  • Meetings: list your recorded meetings, filtered by date, who recorded them, team, attendees’ company domain, or meeting type, with their action items, highlights, and CRM matches
  • Summaries: read a meeting’s AI summary
  • Transcripts: read a meeting’s full transcript, with speakers and timestamps
  • Teams: list your Fathom teams, their members, and your meeting types
  • Recordings: get download links for a meeting’s video and audio

Luo only reads from Fathom. It never changes, shares, or deletes your meetings, so nothing needs your confirmation.

Start workflows from Fathom

Fathom can trigger a workflow when:

  • a meeting you recorded is ready, after Fathom finishes processing it
  • a meeting someone else recorded and shared with you, or with your team, is ready

The event includes the meeting’s details and its action items. The workflow then reads the summary or transcript, for example to draft a follow-up email or update the deal in your CRM.

Luo sets up the webhook in Fathom when you add the trigger, and removes it when you remove the trigger.

Using it

Ask the assistant in plain words. For example:

  • “Summarize my last call with Acme and list the action items.”
  • “What did we agree on pricing in meetings with Northwind this month?”
  • “After each sales call, draft a follow-up email and log the meeting on the deal.”
  • “Every Friday, post a digest of this week’s customer calls to #sales.”

Good to know

  • Use the meeting’s recording ID. Luo finds meetings for you, but if you paste a link, the number in a Fathom meeting link (/calls/…) isn’t the recording ID that summaries and transcripts need. Ask Luo to find the meeting instead.
  • Meetings outside your organization. Unless you filter by who recorded them or by team, Fathom doesn’t list meetings recorded by people outside your organization.
  • Rate limits. Fathom allows 60 requests a minute, and fewer for summaries and transcripts. If a large job reaches the limit, Luo waits and tries again.
  • Reconnecting. To switch to another Fathom account, remove the integration and connect again.

Removing the integration

  1. Open your workspace in Luo and go to Settings → Integrations.
  2. Select Fathom.
  3. Click Remove integration and confirm.

Luo deletes the Fathom tokens it stored, and Fathom triggers for that connection stop. If a Fathom webhook is still listed in Fathom after you removed its trigger, delete it under Settings → API Access in Fathom.

Privacy and data handling

Luo stores your Fathom tokens encrypted and uses them only to act on your behalf when you or your workspace ask. What Luo has read stays where you asked for it to go, in your conversations or your workspace.

Data flowing through Luo is governed by Luo’s security and privacy practices, the Privacy Policy, and the Terms of Service.