--- title: Using AI Call Summaries to Save Time with Clients description: Learn how AI tools like Fathom can create call summaries, streamline follow-up, and help teams use HubSpot to share meeting insights with clients. image: https://learning.iorad.com/hubfs/AI_chat_tools_blog_post.png --- [![iorad](https://learning.iorad.com/hubfs/Iored%20Theme%202021/Images/iorad%20logo%20DONT%20DELETE.png)](https://www.iorad.com/) - Product #### Individual [Tutorial Privacy Control who views your tutorials](https://www.iorad.com/pricing/feature/tutorial-privacy) [Mask Data Control who views your tutorials](https://www.iorad.com/pricing/feature/mask-data) [Basic Audio Text-to-speech & custom voiceovers](https://www.iorad.com/pricing/feature/basic-audio) #### Team [Branding Add custom branding](https://www.iorad.com/pricing/feature/custom-branding) [Premium Audio Neural voiceovers and CC](https://www.iorad.com/pricing/feature/premium-audio) [Collaboration Co-edit and publish tutorials](https://www.iorad.com/pricing/feature/team-collab) [Analytics See tutorial performance](https://www.iorad.com/pricing/feature/analytics) #### Enterprise [Translations Automatic language translation](https://www.iorad.com/pricing/feature/translations) [Team Accounts Allocate separate accounts](https://www.iorad.com/pricing/feature/team-collab) [Encrypt & Anti-Track Strict compliance & additional data protection](https://www.iorad.com/pricing/feature/encrypt-and-anti-track) [All plans & Features →](https://www.iorad.com/features) - Resources #### Support [Help Center](https://www.iorad.com/resources/help-center) [Learning Hub](https://learning.iorad.com) [Schedule Demo](https://www.iorad.com/demo) #### Customers [Testimonials](https://www.iorad.com/testimonials) [Case Studies](https://learning.iorad.com/customer-stories?_ga=2.48225895.1718347252.1788801042-1263284910.1780521832) #### Marketplace [Partnerships](https://www.iorad.com/partner-programs) [Integrations](https://www.iorad.com/connectIntegrations) [Services](https://www.iorad.com/services) #### Company [Privacy Policy](https://www.iorad.com/privacypolicy) [About Us](https://www.iorad.com/meet-the-team) - Use Cases [EDU](https://www.iorad.com/use-cases/education) [Customer Training](https://www.iorad.com/use-cases/customer-training) [Sales Enablement](https://www.iorad.com/use-cases/sales-enablement) [Learning & Development](https://www.iorad.com/use-cases/learning-and-development) [HR](https://www.iorad.com/use-cases/human-resources) [Product Management](https://www.iorad.com/use-cases/product-management) [I.T.](https://www.iorad.com/use-cases/information-technology) [Operations](https://www.iorad.com/use-cases/operations) [All Use Cases →](https://www.iorad.com/use-cases) - [Pricing](https://www.iorad.com/pricing) [Try it Free](https://www.iorad.com/signup) [Sign In](https://www.iorad.com/login) # Using AI Call Summaries to Save Time with Clients [Learning Hub](https://learning.iorad.com/) → [Thought Leadership](https://learning.iorad.com/thought-leadership) → Using AI Call Summaries to Save Time with Clients ![AI\_chat\_tools\_blog\_post](https://learning.iorad.com/hubfs/AI_chat_tools_blog_post.png) **Can we use AI to our advantage and not feel threatened by it?** *Absolutely* - and iorad's Sean Adams describes a great example of how AI makes his job easier and positively affects his interactions with clients through AI augmented call summaries. Sean created the iorad tutorial below for his original **[LinkedIn post](https://www.linkedin.com/posts/sean-adams-sales_ai-tutorial-activity-7041809653579567104-O2fh?utm_source=share&utm_medium=member_desktop)**. He uses \[and got me hooked on\] **Fathom**, "...a free Zoom app that records, transcribes, and highlights the key moments from your Zoom calls so you can focus on the conversation instead of taking notes." So where does AI come in? Sean states, "**[Fathom](https://www.linkedin.com/company/fathom-video/)** notetaker app now has an #ai summary tool that created [this snippet](https://media.licdn.com/dms/image/C4E22AQHyzevR9to7MA/feedshare-shrink_800/0/1678898251080?e=1683158400&v=beta&t=CDqOj2PTCPUyLj7cDSLRyS0HWmeHSn-HovmiSLlde5o) from a recent meeting." He uses the AI summary, makes minor tweaks or adds informational links to the text, and then uses his **[HubSpot](https://www.linkedin.com/company/hubspot/)** tools to share and track the interactions with his clients. It's all explained in this tutorial: ![Company Logo](https://learning.iorad.com/hubfs/iorad%20icon.png) #### Support - [Help Center](https://www.iorad.com/resources/help-center) - [Learning Hub](https://learning.iorad.com/) - [Schedule Demo](https://www.iorad.com/demo) - [Releases](https://www.iorad.com/release) - [FAQ](https://www.iorad.com/faq) #### Pricing - [Business](https://www.iorad.com/pricing/business) - [Education](https://www.iorad.com/pricing/education) - [Non-Profit](https://www.iorad.com/pricing/non-profits) #### Company - [About](https://iorad.com/about) - [Leadership](https://www.iorad.com/leadership) - [History](https://www.iorad.com/history) - [Culture](https://www.iorad.com/culture) - [Careers](https://www.iorad.com/careers) #### Explore iorad - [What is iorad](https://www.iorad.com/tutorialbuilder) - [Features](https://www.iorad.com/features) - [Compare iorad](https://www.iorad.com/compare) - [How to use iorad](https://learning.iorad.com/use-cases) - [Testimonials](https://www.iorad.com/testimonials) #### Connect - [Partners](https://www.iorad.com/partner-programs) - [Integrations](https://www.iorad.com/connectIntegrations) - [Helping Hands](https://www.iorad.com/helping-hands) - [Services](https://www.iorad.com/services) - [Adoption Curve](https://learning.iorad.com/the-adoption-curve) #### Fine Print - [Terms of use](https://www.iorad.com/termsconditions) - [Privacy Policy](https://www.iorad.com/privacypolicy) - [Cookie Policy](https://www.iorad.com/cookiepolicy) - [Accessibility](https://www.iorad.com/accessibility) - [System Status](https://status.iorad.com/) © Copyright 2026 – iorad Inc. All rights reserved. [![LinkedIn](https://learning.iorad.com/hubfs/Social%20Media%20Icons%20(iorad)/LinkedIn.png)](https://www.linkedin.com/company/iorad) [![Facebook](https://learning.iorad.com/hubfs/Social%20Media%20Icons%20(iorad)/Facebook.png)](https://www.facebook.com/iorad) [![Instagram](https://learning.iorad.com/hubfs/Social%20Media%20Icons%20(iorad)/Instagram.png)](https://www.instagram.com/iorad) [![YouTube](https://learning.iorad.com/hubfs/Social%20Media%20Icons%20(iorad)/YouTube.png)](https://www.youtube.com/@iorad) [![Twitter](https://learning.iorad.com/hubfs/Social%20Media%20Icons%20(iorad)/Twitter.png)](https://twitter.com/iorad) ```json { "@context" : "https://schema.org", "@type" : "BlogPosting", "author" : { "@type" : "Person", "name" : "Arlen Kimmelman", "url" : "https://learning.iorad.com/author/arlen-kimmelman" }, "dateModified" : "2026-05-12T20:01:52.134Z", "datePublished" : "2023-03-29T12:15:00.000Z", "headline" : "Using AI Call Summaries to Save Time with Clients", "image" : [ "https://learning.iorad.com/hubfs/AI_chat_tools_blog_post.png" ], "mainEntityOfPage" : { "@id" : "https://learning.iorad.com/thought-leadership/using-ai-call-summaries-to-save-time-with-clients", "@type" : "WebPage" }, "publisher" : { "@type" : "Organization", "logo" : { "@type" : "ImageObject", "url" : "https://learning.iorad.com/hubfs/iorad_logo_colour_2021%20(1).png" }, "name" : "iorad" } } ```