Using Fathom AI Notetaker for Glazing Sales Calls

Using Fathom AI Notetaker for Glazing Sales Calls

If you’ve ever felt overwhelmed trying to take notes while actively participating in a meeting, you’re not alone. Fathom is a free AI-powered notetaking tool that transforms how you work with Zoom or Microsoft Teams. It records your meetings, generates automatic notes, and delivers summaries straight to your inbox, freeing you up to focus fully on the conversation.

In this post, we’ll walk you through how to get the most out of Fathom, based on our demo video.

What is Fathom?

Fathom is like having your own personal assistant in every meeting. Once installed, it joins your Zoom or Microsoft Teams calls, records the discussion, and gives you a timestamped transcript, plus a clear summary of what was discussed.

Getting Started: Set It Up in Minutes

  1. Install Fathom – Go to fathom.video and connect it to your Zoom or Microsoft Teams account. You only need to do this once.
  2. Authorise Access – Fathom will request permission to access your calendar. This allows it to know when meetings are happening and join automatically.
  3. Settings – You can customise whether Fathom joins every meeting or only when you choose.

During the Meeting: Stay Focused, Not Distracted

Fathom joins the call silently. You’ll see a small toolbar with four buttons:

  • Highlight – Use this to flag key moments. Just click when something important is said.
  • Bookmark – Great for moments you want to come back to.
  • Action Item – Capture tasks or follow-ups automatically.
  • Decision – Record final choices made in the meeting.

These labels help Fathom structure your summary afterwards.

After the Meeting: Instant Recap, No Effort

Once the meeting ends, Fathom gets to work:

  • Summarised Notes – A clear breakdown of the conversation, organised into sections like Action Items and Decisions.
  • Transcript with Highlights – Click any highlight to jump to that part of the video and transcript.
  • Shareable Link – You can share the full summary or selected highlights with colleagues.

Everything is sent to your email within minutes, or viewable via the Fathom dashboard.

Use Cases for Busy Glazing Professionals

For those in the glazing sector—whether you’re a fabricator, surveyor, or sales lead—Fathom is a game-changer:

  • Sales Meetings – Instantly follow up with clients using Fathom’s notes.
  • Project Discussions – Capture technical decisions and next steps without scribbling frantically.
  • Team Briefings – Share recaps with team members who couldn’t attend.

This tool is especially valuable for installers and office staff balancing admin, quoting, and customer comms.

Pro Tips

  • Use highlights regularly – The more you label during the call, the better your summary.
  • Create folders – Organise meetings by client or project for quick reference.
  • Review your meetings – Use the transcript search to find specific discussions instantly.

Final Thoughts

Fathom helps you reclaim your attention during meetings and ensures nothing important slips through the cracks. If you’re part of the thinkivity Glaze Pro AI community, we have more videos on tools like (and including) Fathom in the courses section.

Ready to give it a go? Head to fathom.video and start making your meetings work harder for you.

Find out more about GlazePro AI here.

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