Turn what was said in meetings into work.
Neo reads Fathom's meeting summaries, action items and transcripts, and acts on them in your PSA.
What Neo does with Fathom.
Meetings
Neo finds meetings by client domain, date, meeting type or recorder.
Action items
Neo reads each action item with its assignee and the moment it was said.
Summaries
Neo reads each meeting's summary, highlights and, if you allow it, transcript.
Concrete work Neo handles in Fathom.
Action items to tickets
Neo opens a ticket for each action item, owned by its assignee.
Meeting notes on the account
Neo adds each client meeting's summary to the client's PSA account.
Recurring complaints
Neo finds problems a client raises in more than one meeting.
Set it up with Neo.
Connect Fathom
Enter the credentials the Fathom card on Neo's Integrations page asks for. The setup guide shows where to find each one.
Start from a use case
Open the Fathom card's "What Neo can do" tab and press Set up with Neo on the job you want.
Build it with Neo Support
Neo Support picks the tools and the Fathom access the job needs, and builds the agent with you.
Questions about the Fathom integration.
What does Neo need to connect to Fathom?+
The credentials the Fathom card on Neo's Integrations page asks for, from your Fathom account. The setup guide shows where to find each one.
How do I set up one of these use cases?+
Connect Fathom, open its "What Neo can do" tab in the Neo dashboard and press Set up with Neo on the use case. Neo Support builds the agent with you.