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Fathom integration

Convert your Fathom meeting notes into Conopeum tasks automatically to keep your team aligned.

Overview

Fathom is a meeting assistant that records, transcribes, and highlights key moments from your calls. With the Conopeum integration, you can convert Fathom meeting notes into tasks automatically. This ensures that action items discussed during meetings are captured immediately in your Google Workspace workflow.

See also: Turn an email into a task.

1. Connecting Fathom

To begin capturing meeting notes as tasks, you must enable the connection within your Conopeum workspace settings.

  1. Navigate to Settings → Integrations → Fathom.
  2. Follow the authentication prompts to link your Fathom account to your Conopeum workspace.
  3. Once connected, Fathom will be able to push meeting summaries directly into your task list.

2. How it works

When a meeting ends and Fathom generates the summary and notes, Conopeum creates a task based on that data.

  • Automatic Task Creation: Meeting notes are converted into tasks without manual entry.
  • Centralized Action Items: By turning notes into tasks, you can assign them to team members, set due dates, and move them through your pipeline sections (such as Sales or Support).
  • Google Tasks Sync: Since Google Tasks is the source of truth for Conopeum, these meeting-derived tasks will be visible across your Google Workspace.

3. Managing Meeting Tasks

Once a Fathom note becomes a Conopeum task, you can utilize all core Conopeum features:

  • Assign and Comment: Assign the meeting task to a workspace member and use comments to discuss next steps.
  • Sections: Move the task into specific sections that mirror your team's pipelines.
  • Customer Matching: If the meeting participants match an existing customer's email (case and whitespace insensitive), the task can be associated with that customer profile automatically.

4. Troubleshooting

  • Notes not appearing: Ensure the Fathom recording has finished processing. Tasks are triggered once the meeting summary is finalized.
  • Connection issues: If tasks stop appearing, visit Settings → Integrations to verify the Fathom connection is still active. You may need to re-authenticate if your session has expired.
  • Disconnecting: You can disable the integration at any time from the Integrations menu. This will stop new notes from becoming tasks, but will not delete tasks already created.