Navigating the Settings Page

Looking at the Settings page? Use this guide to understand everything you can configure.

Use the first drop-down at the top of the page to determine which meetings should be auto-recorded by Fathom:

• All Meetings - both internal and external meetings will be recorded automatically.

• External Meetings - Fathom will record scheduled meetings that include at least one attendee from outside your domain.

• Internal Meetings - Fathom will record scheduled meetings where all attendees are from your domain.

• No Meetings - all Fathom recordings must be initiated manually.

Then, use the next drop-down to determine what should be shared post-meeting:

• Summary & recording - both your AI-generated meeting summary and a link to the meeting recording will be automatically shared with attendees.

• Summary only - your AI-generated meeting summary will be automatically shared with attendees. Attendees will not automatically have access to the recording.

• Nothing - attendees will not get a summary or recording of the meeting.

Use these settings to ensure you're connected to Zoom, Google Meet, and/or Microsoft Teams so Fathom can join your meetings.

You can also use the toggles to determine your desired auto-recording behavior for unscheduled (impromptu) meetings in Zoom or Google Meet.

• Zapier - enable our integration with Zapier. For more about this, check out this page.

• Bot Name - the name your Fathom notetaker will go by when it joins meetings.

• Auto-Generate Action Items - when this is toggled on, Fathom will automatically extract any action items discussed on your meetings and add them to the Action Items section on a call page.

• Default Meeting Summary Template - choose from our list of meeting templates to set a default for all external meetings recorded with Fathom.

• Recording Notification Banner - lets attendees know that Fathom is recording and taking notes through a banner image in your meeting:

Use these settings to ensure you're connected to Slack and either Salesforce, HubSpot, or Close.

• Auto Request Recording Consent - toggle whether Fathom should automatically send a consent email to meeting attendees. For more on when consent emails are sent and to whom, check out this article.

• Non-English Language Support - did you know that Fathom can create transcripts in 28 different languages? Learn more about this feature here.

• Make external meetings visible to your team by default (Team Edition only) - a user-level setting that controls who on your Team has access to your calls. Turning this on makes your calls visible to everyone at your organization in your Team Edition account.

  📌 Important Note:

  With this setting enabled, internal calls will not be shared automatically. Each internal call will need to be manually shared one by one.

Use this section as a quick way to audit that you've installed our Desktop App, Zoom App, and/or Chrome Extension.

Use this section to configure the highlight types available to you in your account. This is a user-level setting and will only apply to your Fathom account.

Learn more about Highlights here!