Flori guides / Fathom
Turn Fathom notes into reviewed tasks
Give the next steps from a Fathom call a place in the project, with a source quote and a deliberate review before anything is added.
From recap to project tasks
- Copy the summary or action-item section from the finished Fathom recap.
- Open Inbox in Flori, choose Paste recap, and select the project. You can keep the recap link with the private capture.
- Review each detected action and quote. Edit the title, owner, or due date before selecting it.
- Confirm the selected task batch. The tasks start with Ready for AI off. Use Undo to reverse the approval as one change.
What stays private
The saved recap, source quotes, Decision candidates, and update draft stay private. Review the task text you choose to share with the project. Adding tasks does not send an email or publish a client update.
If the recap needs your AI
Your AI may help interpret an unclear recap using its own authorized source access. Select and review the source and any proposed tasks before adding work to the project.
One project record, across your work
Flori brings agentic project management to a shared project record: project management for AI agents and the people who review their work.
Questions
Is a Fathom connection running automatically?
This page describes manual Paste recap. It does not connect Fathom, fetch recordings, or start an automatic sync. Native Fathom integration remains separate work.
What does Flori keep?
Flori keeps the project brief, tasks, decisions, and results that you or an authorized assistant save. A connection does not import unrelated conversations or guarantee that every chat saves an update.
How can I check that work was saved?
Open the task or saved activity in Flori and compare the result with what you agreed. A copied prompt or an assistant saying “done” is not proof of a saved change.
Need a hand?
Email support@useflori.com or open Flori help.