← Back to AI & automation

Implementation & configuration

Fathom

Fathom captures meeting information in transcripts, summaries and action items. SDS helps connect these outputs with your business workflow.

A meeting table with notes, an audio waveform and three organised action cards.
Concept image · digitally created

What this can support

  • Use meeting notes and action items
  • Connect information with supported CRM integrations
  • Explore follow-up workflows through the public API

What SDS develops with you

  1. 01
    Agree recording choices, access and retention
  2. 02
    Configure summaries and desired follow-up
  3. 03
    Test the chosen CRM or workflow and provide guidance

One possible workflow

01Meeting
02Reviewed summary
03Task or CRM follow-up

An example of a process to be agreed. This does not depict an active client integration.

Explore further

Business AI application

Email management

Clarity, priorities and draft replies.

Business AI application

Calendar management

Plan and prepare, with room for your work.

Business AI application

CRM & client follow-up

From a client conversation to the next action.

What would you like to make simpler, stronger or smarter?

Tell me what gets in your way today. We’ll look at which next step makes sense.

Let’s discuss your project