Guide

Prepare Fathom transcripts for ChatGPT and Claude

AI tools work better when source material is organized and portable. Extract helps you turn Fathom meetings into local files you can review, redact, split, and upload intentionally.

Best for teams building call summaries, customer research briefs, sales reviews, diligence notes, or internal AI knowledge bases from Fathom meetings.

Workflow

How to do it

  1. Export a focused meeting set instead of your entire history.
  2. Include transcripts, summaries, action items, and metadata when useful.
  3. Use Markdown or TXT for direct AI context.
  4. Use JSON or CSV when you need structured review or filtering.
  5. Inspect the files locally before uploading them anywhere.
  6. Keep the index.csv manifest attached to any source-ledger workflow.

Manual vs Extract

Where Extract removes the busywork

Manual workflow

  • Copy-pasting from individual recordings loses source organization.
  • Large prompts become hard to audit without filenames and dates.
  • Sensitive transcript content should be reviewed before upload.
  • Manual exports make it harder to reproduce the source set later.

With Extract for Fathom

  • Create an AI-ready local export first.
  • Review and redact files before using an AI provider.
  • Keep source filenames and index.csv with the prompt context.
  • Avoid sending meeting content to Extract's Rails app.

Meeting content stays local

Extract's Chrome extension talks directly to Fathom with your API key and builds the export ZIP in your browser. The Rails app only handles license checks, checkout, and anonymous diagnostics. It does not receive transcripts, summaries, highlights, or action items.

Questions

Common questions

Does Extract send transcripts to ChatGPT or Claude?

No. Extract only creates local files. You decide what to upload or paste into any AI tool.

Which format should I use for AI?

Markdown or TXT is usually best for reading context. JSON and CSV are better for structured filtering and audits.

Related guides

More Fathom export workflows

Export your Fathom meetings into files you own

Install the extension, try three matching meetings free, and unlock full-history exports when you are ready.

Install Chrome extension