Every sales call is packed with insights — what went well, what didn't, and what needs to happen next. But manually reviewing calls is time-consuming, and things inevitably slip through the cracks. With Utari, you can automatically analyze every Fathom recording the moment a call ends and have the results delivered straight to Slack.

In this guide, we'll walk through the entire setup: connecting Fathom, configuring a worker, writing the prompt, and wiring up the webhook so everything runs hands-free.

What You'll Need

Before getting started, make sure you have the following:

A Fathom account with API access
A Utari account (sign up at utari.ai)
A Slack workspace (optional, but recommended for notifications)

You can always reference the full Utari documentation at docs.utari.ai for additional details on any of the features mentioned here.

Step 1: Create a New Worker

Log into your Utari account and navigate to the Workers area. Workers are essentially mini employees — each one can be configured with its own tools, integrations, instructions, and knowledge to handle a specific task.

Click Add Workers, then Create Worker. Give it a descriptive name like "Sales Call Analyzer" and optionally customize the icon.

Think of it this way: if you hired a new employee and told them to complete a task without giving them the right tools or instructions, they'd struggle even with something simple. The same logic applies here — you want to make sure your worker has everything it needs.

Step 2: Configure Integrations

Skip past the Instructions and Tools tabs for now (the default settings work fine out of the box) and head straight to Integrations.

Connect Fathom

Click Browse Apps and search for Fathom. Click Create Connection and give it a name (e.g., "Fathom Profile").

Now switch over to your Fathom account:

Go to Settings

Scroll down to API Access

Click Add, then Generate API Key

Name it something like "Utari Sales"

Copy the generated API key

Head back to Utari, paste the API key into the connection field, and click Connect. You should see the available Fathom tools load in — typically around 7 tools.

Important: Keep your API key secure. Don't share it with anyone, and store it in a safe place. If you ever suspect it's been compromised, regenerate it from your Fathom settings.

Connect Slack (Optional)

Still in the Integrations tab, click Browse Apps again and search for Slack. Click Create Connection, name it, and click Connect. A popup will appear asking you to authenticate your Slack workspace — select the account you want to use.

Once connected, click Add All Tools to enable the full set of Slack capabilities for this worker. If you don't need all of them (and in most cases you won't), you can deselect individual tools by unchecking them and clicking Save Tools.

Remember: each worker maintains its own set of integrations. If you create a new worker later, you'll need to add these integrations again.

Step 3: Add Knowledge (Optional)

If you have a specific SOP, scoring rubric, or any other document you want the agent to follow when analyzing calls, you can upload it through the Knowledge tab.

There's an important nuance here: uploading a document to the knowledge base isn't enough on its own. You also need to enable that knowledge for the specific worker. Check out the Activate and Assign Knowledge section in our docs for a detailed walkthrough.

Step 4: Set Up the Webhook Trigger

This is where the automation comes together. Navigate to the Triggers area and click Create. Select Webhook Trigger, confirm the worker is set correctly, and give it a name like "Fathom Sales Call."

Write the Agent Prompt

Click Next to configure the agent instructions. This is the most important part of the setup — the prompt tells your worker exactly what to do when a call comes in.

Here's the key: don't be vague. A prompt like "process the following recording" is too simplistic. Instead, be specific about what you want the agent to do and how you want it done. Here's a structure that works well:

You are going to receive sales call data. Your job is to process the recording using your Fathom tools. You will either receive a transcript directly or a meeting ID that you can use to retrieve the transcript.
Once you have the transcript, analyze the call for the following:

Key outcomes and decisions made
Next steps and action items
Overall call quality and performance insights
Any red flags or areas for improvement

Once you have completed the analysis, use your Slack tools to send the results to the #sales-call-reviews channel.
IMPORTANT: Do not ask any questions. Begin the task immediately upon receiving the transcript or meeting ID.
IMPORTANT: Follow these instructions exactly and complete the task at hand without deviation.
Order of Operations:

Retrieve the meeting ID or transcript from the payload

If you only have a meeting ID, use the Fathom tool to extract the full transcript

Analyze the call based on the criteria above

Send the analysis to Slack

Use Available Variables

At the bottom of the prompt editor, you'll see Available Variables. These let you dynamically inject data from the incoming Fathom webhook. The most common variable is {{payload}}, which contains all the information Fathom sends when a call completes — including the transcript, meeting ID, and metadata.

You can also reference specific fields if you know the structure of Fathom's payload (check Fathom's API documentation for details). For example, {{payload.firstname}} might pull in the caller's first name, depending on what data Fathom provides.

Step 5: Connect the Webhook to Fathom

After clicking Create Trigger, you'll be presented with a Webhook URL. Copy it.

Head back to your Fathom account:

Navigate to the API section where you created your API key

Click Add Webhook

Paste the Utari webhook URL into the Destination URL field

Select your preferred scopes (My Recordings, Team Recordings, External Recordings, etc.)

Make sure Include Transcript is toggled on

Click Create Webhook

The transcript toggle is important. While the agent prompt includes a fallback for cases where the transcript isn't provided, having it included by default means faster and more reliable analysis.

Where to Find Your Analyzed Calls

Here's something that trips people up: analyzed calls don't appear in the main Chat area of your worker. Instead, you'll find them under Triggers.

Navigate to your Fathom Sales Call trigger and look for the Recent Runs section. Each run represents a completed analysis. Click on any run to see the full chat log showing exactly how the agent processed and analyzed that call.

Tips for Getting the Best Results

Be specific in your prompts. The more context and structure you provide, the better the output. Include order of operations, specify exactly what insights you want extracted, and reference any knowledge base documents the agent should follow.

Use "IMPORTANT" lines. Adding explicit importance markers at the end of your prompt helps reinforce critical behaviors — like not asking follow-up questions and executing the task immediately.

Leverage your knowledge base. If you have a sales methodology, scoring rubric, or call evaluation framework, upload it and reference it in the prompt. The agent will use it as a guide when analyzing each call.

Customize per worker. Since each worker is independent, you can create multiple analyzers for different call types — one for discovery calls, another for demos, another for follow-ups — each with their own prompts and evaluation criteria.

Wrapping Up

That's the full setup. From here on out, every time a sales call wraps up in Fathom, the webhook fires, your Utari worker picks it up, analyzes the transcript, and drops the results into Slack — all without you lifting a finger.

If you need help writing your prompt, configuring integrations, or have any questions, join our private community on Telegram where you can get direct support. Link is available on our website.

For more tutorials and documentation, visit docs.utari.ai.

How To Use Fathom In Utari For Sales Call Analyzation