Fathom
Chat connectors integration
Yes. Connecting Fathom lets the Obsidian AI chat retrieve meeting recordings, transcripts, and summaries.
What the Fathom integration does
Connecting Fathom to Obsidian brings meeting recordings into the AI chat. Ask for a transcript, pull the summary of yesterday's review, or find the recording where you discussed an ISA transfer. Each adviser connects their own Fathom account via OAuth.
What advisers can do
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Read
Let the AI chat look up data through this connector.
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Actions
Let the AI chat take actions through this connector.
Example prompts
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“Pull the Fathom summary of my meeting with James Williams yesterday.”
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“What action items came out of this week's Fathom recordings?”
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“Find the Fathom transcript where we discussed the ISA transfer.”
How it works
Obsidian connects to your Fathom account via OAuth. Once authorised, Fathom tools appear in the AI chat so you can retrieve recordings, transcripts, and summaries. Disconnect at any time from Playbook → Apps.
How to connect
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Go to Playbook → Apps in Obsidian.
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Find Fathom and click Connect.
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Authorise access via OAuth — no passwords are stored in Obsidian.
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Fathom tools then appear in the AI chat.
Works with
Availability
This integration is included with Obsidian's AI Practice Management module, so every firm can connect Fathom.
Frequently asked questions
FAQ
Yes. Connecting Fathom lets the Obsidian AI chat use Fathom's tools from your adviser workflow.
You can ask the AI chat for a Fathom summary, pull a transcript, or find a recording by topic without leaving Obsidian.
Yes. All integrations are included with Obsidian's AI Practice Management module.
Go to Playbook → Apps in Obsidian and click Connect next to Fathom. You'll be redirected to authorise access via OAuth. No passwords are stored.
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