Fathom

Connect Fathom to Quin to automatically turn your meeting transcripts into summaries, CRM updates, tasks, and follow-up emails — plus search your transcript library directly from chat.

Before you begin

You need an active Fathom account with a connected API key. The Fathom integration requires a valid API key to authenticate — you can generate one in your Fathom account settings.

How to set it up

  1. Go to Settings > Integrations
  2. Click Add Integration
  3. Select Fathom from the list
  4. Enter your Fathom API key and click Connect

Your Fathom integration will now appear as connected on your Integrations page, and Fathom will show up as a notes source in your Notetaker workflow.

What to expect

Once connected, Fathom works as a notes source for Notetaker. After each call, Quin picks up your Fathom transcript and runs the same post-meeting processing it does for any other Notetaker source — generating summaries, updating your CRM, creating tasks, and drafting follow-up emails, based on your guidelines. You can also ask Quin to search your Fathom transcript library directly by keyword, date range, meeting organizer, or participant, or retrieve a full transcript by Fathom recording ID.

How it works

Quin has access to two things through Fathom:

Notetaker processing — Fathom transcripts feed into your Notetaker workflow automatically, so each call gets the same summaries, CRM updates, tasks, and follow-up emails you'd get from any other Notetaker source.

Transcript search tools — Quin can search your Fathom transcript library using keywords (matched against meeting titles and transcript text), date ranges, organizer email, or participant email, and can load a full transcript directly using a Fathom recording ID.

Troubleshooting

Quin isn't creating follow-up actions from my Fathom transcripts

Quin can't find a transcript I know exists

  • Try searching by a keyword that appears in the meeting title or a specific phrase from the conversation
  • Narrow your search with a date range, organizer email, or participant email
  • Verify the integration is still connected in Settings > Integrations

The integration won't connect

  • Check that the API key is correct and was copied in full from your Fathom account
  • Confirm your Fathom plan includes API access
  • Try generating a new API key in Fathom and reconnecting

Transcript content isn't showing up as expected

  • Fathom only returns transcripts that have been fully processed — recordings still in progress won't appear
  • If a meeting is missing, check whether it was recorded and transcribed in Fathom before asking Quin to find it

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