Meeting Next Steps Manager

Sign in with your FE fundinfo credentials

Email address

PIN

My Projects

Create and manage your client project pages

Filter by owner:

Create New Project

This will generate a unique shareable project URL for your client.

Client name *

Salesforce CRM opportunity link (optional)

Meeting date (optional)

Meeting location (optional)

Action Items

Select a Fathom meeting

📋 Paste from Nexus AI

Paste your notes (lines with an email = attendees · everything else = actions · add [FE] or [Client] to assign)

My Settings

Manage your personal integrations for Nexus.

🎙️ Fathom Meeting Notes

Connect your Fathom account to import meetings and action items directly when creating a project. Your API key is stored securely and only accessible to you.

No key saved

Get your key from fathom.video → User Settings → API Access

Which meetings to show when importing

All accessible meetings — everything the API key can see My recordings only — meetings I personally recorded Specific team — all recordings by a Fathom team

Usually the same as your FE fundinfo email.

Must match the team name exactly as it appears in Fathom.

Manage Team

Add or remove FE fundinfo colleagues who can use Nexus.

⚠️

Delete this project?