Action Items

Highlighting Action Items

What are Action items?

✅ Action items are meant to capture ‘to do’ tasks you need to complete post-call. Once the call is over, you'll have an organized checklist of exactly what you need to act on from your meeting separate from your call notes.

How does it work?

When you click the ‘Action Item’ button, it will capture 10 seconds before and 10 seconds after your click.

You can also do this after the call, just go into your call on your Fathom Homepage and select a call. Click the plus icon beside the transcript that you would like to add as an action item and it should show you options on how would you like to annotate that part.

We also have a new feature where you can generate action items automatically. You will see this in your call view on the right side of the screen. Clicking this would have the AI generate the action items based on your transcript.

Doing this means you can easily jump to that moment in the call post-meeting and gather some quick context around that specific task, so you know exactly what you need to accomplish. You can even cross it off your list once you accomplish that task! ✅

You can copy the action item for... Asana, Google Docs, Gmail, To-do list, and/or Microsoft Word, and the action items will be formatted appropriately for that application.