Klime

Hand off your recurring Fathom workto routines that act on what was said.

AI routines read Fathom after every meeting and turn them into recap emails, tasks, and a weekly record. Set it up with Klime.

Part of Meeting notes

11 routines

Prepare a morning brief

The one thing that matters today, your meetings, and what's waiting on you.

Weekdays at 8:00
Message

Your top priority today is the Brightfold renewal call at 14:00. They asked about seat pricing twice last week and the agenda is still empty.

Your meetings:

  • 10:00 Team standup
  • 11:30 Onboarding with Kettle & Co, first call since they signed
  • 14:00 Brightfold renewal

Waiting on you:

  • Maya at Brightfold: "Can you send the updated quote before our call?"
  • Legal is waiting on your comments on the Orbit DPA (since Thursday)

Want me to draft the Brightfold quote email, put an agenda in the 14:00 invite, or summarize last month's Kettle & Co emails before 11:30?

Draft meeting follow-up emails

A recap email after every customer meeting, with next steps and owners.

After each meeting
Email draft

To Tom Bakker, Kettle & Co

Recap of today's onboarding call

Hi Tom, thanks for the time today. To recap: you'll start with the support team in November, and we'll set up the Zendesk import this week.

Next steps:

  • We send the import checklist (me, Wednesday)
  • You confirm the five pilot users (you, Friday)

Capture explicit meeting tasks

Tasks only from what people actually asked for, each with the quote.

After each meeting
Task

Check why exports time out for large teams

Ana, Product Sync meeting yesterday:

Can someone check why exports time out for large teams? Kettle & Co hit it every Monday.

Review CRM follow-ups

Deal updates and CRM tasks from your emails, ready to approve.

When an email arrives
Deal update

HubSpot: Move Brightfold to Negotiation

Maya de Vries, in an email this morning:

Could you send the final quote before Thursday? We'd like to sign this month.

Compile a worklog

Your week's decisions, progress, and open actions, each with a source.

Fridays at 16:00
Doc

Worklog, week 41

Decided:

  • Ship SSO in Q4 (Product sync, Tue)
  • Pause the Benelux ads test (Marketing, Wed)

One contradiction:

  • Pricing page copy: Ravi owns it in Tuesday's notes, Ana in Thursday's

Carried over:

  • Import checklist for Kettle & Co

Voice of the customer

What customers asked for this week, and what to prioritize.

Fridays at 14:00
Message

The top themes from 12 calls:

  1. Exports for large teams (5 customers): "It times out every Monday" (Kettle & Co). Open issue: #482
  2. SSO (3 customers), two of them in renewal this quarter
  3. Slack delivery (2 customers)

My recommendation: fix exports before the Brightfold renewal.

Draft marketing articles

An article draft on a problem your customers keep raising, with the latest on it.

Tuesdays at 9:00
Doc

Draft: Why month end close still takes a week

The issue: finance teams automated their reports, but still lose days chasing approvals across tools.

Raised by 5 customers in the last 30 days, for example:

We have the numbers on day one. We just can't get anyone to sign off. (Head of Finance, retail)

What's new: two studies this quarter put the average close at six days, unchanged since 2022. Sources and dates are in the draft.

Our angle: the bottleneck is approvals, not data. 1,200 words, in our tone of voice, ready for your review.

Hand over won deals

Every won deal handed to customer success, with what they must not miss.

When a deal is won
Task

HubSpot: Hand over Brightfold to Ana

Confirm before the kickoff on Thursday:

  • SSO promise in writing, beyond the email to Maya
  • Onboarding owner on their side: Maya or Lea

Shipped for customers

What shipped for customers, who asked for it, and a message for everyone you haven't told yet.

Weekdays at 10:00
Message

Shipped since yesterday:

  1. Faster exports for large teams (#482)
    Asked for by Kettle & Co. Not told yet. A draft for Tom Bakker:

Hi Tom, exports for large teams are live. Your Monday export should now finish in seconds. Open Reports and choose Export to try it.

  1. SSO login (#455)
    Asked for by Orbit Legal. Already told on Tuesday, in your email to Lisa.

Weekly promise sweep

A private list, every Friday, of what you promised clients and haven't delivered yet.

Fridays at 15:00
Message

Open promises this week: 2

Orbit Legal

  • Send the revised quote to Lisa de Wit. Email, Monday: "I'll send the revised quote tomorrow."

Brightfold

  • Share the security questionnaire answers with Sam Okafor. Chat, Tuesday: "I'll get you our answers before the end of the week."