Fathom integration
Convert your Fathom meeting notes into Conopeum tasks automatically to ensure follow-ups are never missed.
Overview
The Fathom integration turns your meeting notes into Conopeum tasks automatically. By connecting these tools, you can ensure that important decisions and action items from your video calls are captured as tasks within your Google Workspace workflow. No manual copying is required to keep your team aligned after a meeting ends.
See also: Turn an email into a task, Atarim integration.
Connect Fathom
- Open the top navigation and go to Admin → Settings if your role allows.
- Locate Fathom under the integrations section.
- Follow the authorization prompts to link your Fathom account to your Conopeum workspace.
Once connected, Conopeum acts as the destination for your meeting notes. Because Google Tasks serves as the source of truth for Conopeum, these items will also mirror to your Google Calendar and Google Tasks list.
How it works
When a meeting ends and Fathom generates your notes, a new task is created in your workspace.
- The meeting notes are converted into the task body.
- Tasks can be assigned, moved into sections (such as Sales or Support), and tracked using the Tickets dashboard if enabled.
- If you have recurring meeting tasks, you can also utilize task templates to standardize follow-up procedures.
Managing Meeting Tasks
Once a Fathom note becomes a task, you can manage it like any other item in Conopeum. You can add due dates, set time estimates, and use the Plutio integration to sync time entries if needed. If a meeting task is no longer needed, you can delete it: it will remain in the Trash for 30 days before being permanently removed.
Frequently asked questions
Can I connect multiple accounts? Yes. Conopeum supports connecting multiple Google accounts per workspace, allowing you to manage tasks originating from different meeting schedules.
Where do the tasks appear? Tasks appear in your active workspace. You can use the grouped top navigation to filter by Workspace or view all items in the Task tools section.
Is the sync two-way? Fathom notes are pushed to Conopeum to create tasks. Once created, Conopeum manages the assignment, sections, and completion status.