AI Exposure · Meeting notetaker

What Fathom actually does with your data

The free notetaker that arrives one personal install at a time. The recordings live in the US, and the training answer has two halves.

Trains on your data
Fathom's own models, on by default
Processed
The US, via three AI companies
Can you turn it off
Not for free accounts
Verified
3 July 2026, against Fathom Video Inc.'s published documents

What AI is in it?

  • Recording, transcripts and summaries. Joins your Zoom, Teams or Google Meet calls, records them, transcribes them and sends a summary afterwards. The free plan includes unlimited recordings, which is exactly why it spreads.
  • Ask Fathom. A chat assistant that answers questions across your recorded calls, using what people said in your meetings as its source. Limited on the free plan, fuller on paid.

Does your data train AI models?

Fathom's own models, on by default.

Two halves to this one.

The comforting half covers other people's models: "None of our AI sub-processors (Anthropic, OpenAI, or Google) are contractually permitted to use our users' data to train their AI models." The other half is Fathom itself.

Its privacy policy says "we may use and create de-identified data generated from Meeting Content Information to improve our Services by training, improving, and customizing our in-house artificial intelligence models", with an opt out in account settings. So the default runs towards yes, the word doing the heavy lifting is de-identified, and Fathom does not publish what de-identification means for a recording of real people talking.

Where is your data processed?

The US, via three AI companies.

Fathom is plain about geography: "All Fathom data is stored in the United States." There is no UK or European residency option that I have found, so transfers rest on the usual paperwork, standard contractual clauses plus the UK extension to the EU and US Data Privacy Framework.

And what was said in your meeting is processed not just by Fathom but by its named AI sub-processors, Anthropic, OpenAI and Google, under Fathom's agreements with them.

What changes between free and paid?

Free forever is the product.

The free plan really is generous: unlimited recordings and transcripts, with the fuller AI assistant and the team features paid. That generosity is how Fathom arrives in charities, one member of staff at a time, on personal logins nobody signed off.

The catch is not hidden features. It is that everything organisational, retention rules, consent enforcement, admin visibility, belongs to the paid Team edition.

Can your organisation turn it off?

Not for free accounts.

If a member of staff installs free Fathom there is nothing for your organisation to control: the recordings sit in their personal account, kept indefinitely by default, and nobody else can see, manage or delete them.

Fathom's terms also put the legal duty squarely on that person, who warrants that "you have obtained the required consent of every meeting participant to record each call before the call begins".

Fathom always shows some notice in the meeting, a banner or a visible notetaker participant, but the advance consent email to attendees is a toggle someone has to turn on. Organisation settings, retention periods and team wide consent requests all exist, on the Team edition.

What does this mean for the people you support?

Because the free plan is unlimited, Fathom tends to arrive without a purchase, a contract or a conversation. That means recordings of beneficiary or supervision calls can end up in one person's account, hosted in the United States, kept indefinitely, and unreachable by your organisation even after that person leaves.

Whether anyone asked the people on the call is down to whoever installed it.

What to check this week

  1. Find out who is already using it. Fathom shows up in meetings, as a notetaker participant or a recording notice, and colleagues will have seen it. Ask directly. Free installs are individual decisions, so no licence list will tell you.
  2. Turn off model training on any account that stays. The opt out for Fathom training its models on de-identified meeting data lives in account settings. Make flipping it part of setting up, not something people discover later.
  3. Decide the meeting rule, and where recordings live. Name the meetings AI never attends: safeguarding, casework, supervision, HR. If Fathom earns a place, put it on the Team edition, with organisation settings, retention rules and consent requests, rather than on personal free accounts.

Sources

Everything above is my plain English reading of what Fathom Video Inc. publishes. The originals:

Vendors change these documents quietly and often. If you spot something out of date, email me and I'll re-verify the entry.

Who invited it to the meeting?

The settings above are worth an afternoon. But the real exposure with a notetaker is not a switch. It is which meetings it sits in, because meetings are where the things too sensitive to write down get said out loud.

And several answers above split on whose account it joins from. Anyone in a meeting can bring a notetaker, including guests from outside your organisation, on free personal plans nobody at your end can see.

So this is a rule to agree, not a box to untick: which meetings can be recorded, who has to say yes first, and whose account the recording lives in.

My free Charity AI Policy Generator writes that rule with you in a few minutes. And finding out what has already been sitting in on your meetings is what a discovery is for.

See your whole toolkit at once

This page covers one tool. The AI Exposure Report Generator covers your toolkit: tick the tools your charity uses and get one report showing what the AI inside each of them does with your data, as a Word document you can table at your next meeting. Free, and nothing you tick leaves your browser.

The Report Generator, start to finish: tick your tools, read your exposure, download the report.

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Read the other tools

The same questions, answered for every tool in the directory.

Your office suite

AI chatbots

Meeting notetakers

Charity CRMs

Accounts

Marketing and design


Start with a discovery

The first step is always the same, and it's a small one: a short, fixed-price discovery. Over a couple of weeks I work out what your team is already doing with AI, where your data actually lives, and the one thing worth building first. You get a written report and a call to talk it through, with no obligation to go further. It's genuinely useful on its own, whether or not we end up building anything.

Here's a sample, laid out exactly as the real one is delivered.

Cover of a sample Private AI Discovery report, prepared for a UK charity
See the sample report → PDF, opens in a new tab

For context: I work mainly with UK charities and non profits, with chief executives, operations and finance directors, programme leads, and the people who look after data and IT. Respectfully, I don't work with recruitment or development agencies.

Not sure it's time for that yet? Just email me, tell me who you are and what your organisation does: peter@peterbrady.co.uk