Fellow: The Secure AI Meeting Assistant Built for Privacy and Action

Fellow is a comprehensive AI meeting assistant designed to record, transcribe, and summarize meetings with a primary focus on privacy, security, and data control. Unlike other tools, Fellow is built from the ground up to ensure that your centralized meeting recordings, notes, and summaries remain accessible only to authorized personnel, making it an ideal solution for regulated industries such as hedge funds, investment banks, RIAs, and broker-dealers.

Benefits

Fellow offers several key advantages that help teams work more efficiently and securely. The tool automatically captures AI meeting notes and action items across major platforms including Zoom, Google Meet, Microsoft Teams, Slack huddles, Webex, and in-person meetings. This allows teams to focus on the discussion rather than note-taking.

AskFellow acts as a dedicated meeting AI agent. It allows users to get answers and insights from any meeting they have access to. Users can also generate documents, automate email follow-ups, memos, and CRM updates instantly. This ensures everything discussed becomes searchable, actionable, and ready for execution.

Fellow provides a unified library where all recordings and recaps are stored in one place. Admins can govern who records and when, while users retain the ability to pause and resume recordings to ensure off-the-record conversations never enter the transcript. This centralization is paired with strict privacy and sharing controls.

To ensure teams are always ready, Fellow offers collaborative agendas and pre-meeting briefs. This feature helps users stay prepared for effective meetings, even when managing back-to-back schedules.

Fellow is specifically engineered to serve regulated financial institutions, adhering to strict compliance standards. It holds SOC 2 Type II and GDPR certifications. The tool is designed to meet SEC recordkeeping and FINRA supervision requirements. It features workflows that handle Material Non-Public Information with analyst-style summaries that capture decisions and action items while protecting sensitive data.

Recordings and transcripts can be deleted on demand, though summaries, decisions, and action items may be retained depending on configuration. Transcripts can be redacted, with the redacted content automatically removed from the transcript, summary, and audio files. Every deletion is logged to an exportable, exam-ready audit trail accessible via the Super Admin API.

Fellow eliminates disjointed workflows by integrating with over 50 tools. It connects meetings to the rest of your organization's ecosystem. The tool automatically syncs meeting insights to Salesforce and HubSpot, suggesting field updates based on discussion content to keep pipelines accurate. It integrates with Monday, Asana, ClickUp, Jira, Linear, Notion, Confluence, Slack, and Zapier. It also connects with Glean for unified information retrieval.

Fellow is the only AI meeting assistant built for the entire organization, ensuring that centralized meeting insights do not compromise the privacy and security of internal data. It offers granular control over who can access recordings and notes, who is permitted to record meetings, and how long data is retained.

Use Cases

Fellow is ideal for teams in regulated industries such as hedge funds, investment banks, RIAs, and broker-dealers who need strict compliance and data security. It is also useful for any organization that wants to turn meeting notes into actionable outcomes without compromising privacy.

Teams can use Fellow to automatically capture meetings and generate clear next steps securely. Users can connect their calendar to start using the tool immediately. There is no credit card required to get started, enabling teams to immediately begin turning meeting notes into actionable outcomes.

Users can interact with Fellow's features through various AI models, including Claude, ChatGPT, Gemini, Perplexity, or Grok, to see how the AI processes and summarizes meeting data. This allows teams to verify the tool's capabilities before fully integrating it into their workflow.

Pricing

Pricing details are not available in the provided information.

Vibes

With over 2,000 reviews, Fellow has garnered significant trust. One notable testimonial from Alan King, CEO at Workplace Options, states that meeting load disappeared because meeting efficiency increased.

Additional Information

Fellow ensures that your meetings are not just recorded, but transformed into secure, actionable assets that drive organizational efficiency while maintaining the highest standards of privacy and compliance.