Meeting Types

Fathom’s Meeting Types feature helps you customize how your meetings are summarized and organized. Team admins can now define categories that automatically classify calls and apply a specified default summary template!

This feature is available for all Team Edition users, including both the Team Plan (formerly known as Standard Plan) and the Business Plan (previously known as the Pro Plan).

• Go to: Customize Meeting Types to add or edit meeting types for your team

• Fill out the Meeting Type Name, specify which Teams it applies to, indicate whether it should match internal or external meetings, and provide a description.

  • Updating the meeting type description will not retroactively apply to past meetings that have already been identified. The change will only take effect for meetings going forward.
    

You can refer to the example meeting type descriptions available here:

• In the creation/preview flow, we’ll show if your last 20 Team Calls match the new rules.

• You can edit the settings and click Update Results to refresh the results.

• Once a meeting type is created, you can:

  • Attach a default summary template

  • Add a template modifier (optional)

Important: A meeting-type template overrides a user’s personal default template.

Meeting type detection and meeting type-based summary generation will also only work on new calls.

• My Calls

• Team Calls

• Deal View

• Call Detail Page

To delete a Meeting Type, simply navigate to the specific Meeting Type you wish to remove. Once there, look for the three dots icon, click on it, and then choose the option labeled 'Delete' from the dropdown menu.