Automated Meeting Capture and Summarization

The platform automatically records, transcribes, and summarizes meetings across Zoom, Google Meet, Microsoft Teams, and Slack huddles. This allows team members to focus on the discussion rather than taking notes.

Business outcome: Reduces administrative overhead and ensures no action item or decision is missed.

AskFellow Turns Meetings into Actionable Data

AskFellow acts as a meeting AI agent, allowing users to get answers and insights from any meeting they have access to. It can generate documents, automate email follow-ups, and update CRM records instantly.

Business outcome: Transforms passive meeting recordings into an active knowledge base that drives follow-through.

Centralized Library with Granular Privacy Controls

All recordings and recaps are stored in a centralized library. Admins can govern who records and when, and users can pause and resume recording to keep off-the-record talk out of the transcript.

Business outcome: Provides a single source of truth for meeting intelligence while maintaining strict data access control.

Zero-Day Retention and Transcript Redaction

For regulated industries, Fellow offers a Zero-Day Retention policy that deletes recordings and transcripts while keeping summaries and action items. Transcripts can also be redacted, with the redacted content removed from all associated data.

Business outcome: Helps organizations meet SEC, FINRA, and internal compliance requirements by minimizing data liability.

Automated CRM Field Updates

Fellow syncs meeting insights directly to Salesforce and HubSpot, suggesting fields to update based on the discussion. This keeps the pipeline accurate without manual data entry.

Business outcome: Ensures sales teams have up-to-date CRM data, improving forecasting and follow-up efficiency.

Collaborative Agendas for Pre-Meeting Alignment

The platform supports collaborative agendas and pre-meeting briefs, ensuring all participants are prepared and meetings are more effective, even when back-to-back.

Business outcome: Increases meeting efficiency and ensures that time spent in meetings is purposeful and outcome-driven.

• Security-First ArchitectureBuilt from the ground up with privacy and security, with AI that is never trained on user data.
• Regulatory ComplianceSOC 2 Type II and GDPR certified, with features designed for SEC and FINRA recordkeeping requirements.
• Granular Admin ControlsAdmins can govern who records, what is recorded, and who has access, providing org-wide control.
• Data Lifecycle ManagementZero-day retention and transcript redaction options give businesses control over their data footprint.

• Limited Free TierThe free plan is very restrictive, offering only 5 AI notes and recordings per user for a lifetime.
• Cost at ScaleFor large organizations needing unlimited features, the per-user cost can become significant compared to some competitors.
• Focus on Governance Over NoveltyTeams looking for the most advanced AI summarization or analysis might find the feature set more focused on compliance than on cutting-edge AI.
• Professional RealityThe most important thing to know is that Fellow's value proposition is its security and compliance features; if your team does not have strict data governance requirements, you may be paying for capabilities you do not need.

Financial Services Compliance

For investment banks and hedge funds, Fellow provides the necessary controls to record meetings for compliance review while using Zero-Day Retention to limit data liability.

Enterprise Sales Enablement

Sales teams can use Fellow to automatically capture customer calls, update the CRM, and generate follow-up emails, ensuring no action item is lost.

Legal and Professional Services

Law firms can record client meetings with confidence, knowing that transcripts can be redacted and access is controlled, protecting client confidentiality.

IT and Security Governance

IT administrators can deploy Fellow org-wide with confidence, using advanced recording permissions and audit trails to maintain security and oversight.

Sign up for a free account on the Fellow website to explore the interface and features.

Connect your primary calendar (Google, Outlook) and integrate your main meeting platforms like Zoom or Teams.

Set up your team workspace and invite members, configuring your initial privacy and recording permissions.

Start your first meeting with the AI assistant to see how it captures notes, action items, and summaries.