Fathom.
Every recorded call becomes a ClickUp recap — summary, decisions, action items, billable hours.
How it connects
- 1
Call recorded
Zoom, Meet or Teams
- 2
Matched to the client
by attendees and names
- 3
Recap filed
summary, decisions, actions
- 4
Billable task logged
call length to the half hour
Integrations
Fathom
Fathom
ClickUp
Call recorded
Zoom, Meet or Teams
Matched to the client
by attendees and names
Recap filed
summary, decisions, actions
Billable task logged
call length to the half hour
Live simulation · illustrative data
And here's what you see.
Fathom, inside the portal — no tab switching.
Comms
Meetings
Halcyon kickoff
Tue Oct 7 · 58 min · Fathom
Mike: The board meets on the 20th.
Studio: Then the import lands by the 17th.
Mike: IT will send the key today.
Recap · filed in ClickUp
Kickoff for the Q4 data work. Import must land before the board meeting on the 20th; IT sends the API key today.
Decisions
✓Import lands by Oct 17
Action items
Send API key
MikeBillable: 1h logged
autoPortal features it powers
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