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Fathom

Milo can read Fathom meeting summaries and action items from the account you connect. Use it to prepare a follow-up or compare what was agreed across named calls.

Availability and connection

The Fathom card is offered when its connection flow is available for your account. Existing connections can remain visible for management even when a new connection cannot currently be started.

When the card is available, open it in Connections and complete Fathom's authorization. Choose the account that owns or can access the relevant meetings. Then ask Milo to find one meeting you recognize.

Work from a specific call

Read the Fathom summary for yesterday's customer review. List commitments, unresolved questions and action items. Include the source and separate the customer's commitments from ours.

For a follow-up, specify whether you want a draft or a delivered message and connect the destination separately. Fathom access alone does not connect your email.

Timing and visibility

The meeting must be available to the connected Fathom account. Processing and sharing settings can delay or limit what Milo can read. If a summary is not ready, ask Milo to report that state instead of assuming the meeting had no action items.

Connecting the account supplies access to meeting information; define an ongoing task separately if you want Milo to use it in recurring work.

References
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