The Scenario
Your sales manager asked for a call activity log three days ago. Not a sophisticated report — just a list of every customer call from the past month, with the meeting title, date, attendees, and the AI summary Fathom already wrote. One row per meeting, in an Excel workbook, so the team can tag follow-up priorities before Thursday's pipeline review.
You've been meaning to get to it. Today is Wednesday.
The bad version:
- Open Fathom, filter to the last 30 days, start clicking into meetings one by one to copy the summary text
- Switch to Excel, find the right row, paste the summary, go back, click into the next meeting
- Realize on call number 14 that you've been copying the wrong date format and now half the column is inconsistent
That's sixty calls. At two minutes per call, you've burned two hours on something Fathom already summarized for you.
The report is going to your manager, not to a backlog. It either lands Thursday morning or it doesn't.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Excel workbook. It reads the workbook, connects to Fathom, and pulls the meeting data directly — no dashboard-clicking, no copy-paste loop.
List all my Fathom meetings from the last 30 days and write the meeting title, date, attendees, and AI summary into this workbook starting at row 2, column A through D, one row per meeting
What You Get
- Column A: meeting title exactly as Fathom recorded it
- Column B: meeting date in a consistent YYYY-MM-DD format
- Column C: attendee names as a comma-separated list
- Column D: the full AI summary text Fathom generated for each call
- One row per meeting, no duplicates, in reverse-chronological order
What If the Data Is Not Quite Ready
The date range doesn't match what you need
List all my Fathom meetings from April 1 to April 30, 2026 and write meeting title, date, attendees, and AI summary into columns A through D of this workbook, one row per meeting
The attendee column is pulling internal emails you don't need
List all my Fathom meetings from the last 30 days, exclude attendees with @yourdomain.com emails from the attendee column, and write the meeting title, date, external attendees only, and AI summary into columns A through D
You need to join the summary against a worksheet that has deal names by company
Read the company names in column A of the "Deals" worksheet, then list all Fathom meetings from the last 30 days, match each meeting to a company by attendee email domain, and write meeting title, matched company name, date, and summary into the "Call Log" worksheet starting at row 2
The full pipeline: deduplicate, clean, and populate the log in one shot
Check column A of this workbook for any existing Fathom meeting titles, then fetch all meetings from the last 30 days, skip any meeting that already appears in column A, clean summary text by removing filler phrases like "In this meeting," and write the meeting title, date, attendees, and cleaned summary into the next empty rows in columns A through D
The pattern: cleaning and fetching in a single prompt means you don't have to run two separate operations and reconcile them afterward.
Try It
Get the 7-day free trial of SheetXAI and open the Excel workbook where you track customer calls, then ask it to pull in your Fathom meeting summaries for last month. Then see the spoke on fetching transcripts by ID or go back to the Fathom integration overview.