Overview

Fellow is a meeting recording and intelligent note-taking tool with password-protected notes and enterprise-grade security compliance. It positions itself for regulated industries such as healthcare and finance, where control over who sees a recording matters as much as the notes themselves. It may not derive as much intelligence from call notes as sales-focused peers, so it fits teams that put privacy and governance ahead of deal and pipeline analytics.

Features

Botless Recording
Desktop and mobile apps capture audio without a bot, including in-person meetings

AI Meeting Notes
Summaries, full transcripts and automatically identified action items

Password-protected Recaps
Restricts meeting recaps to their intended recipients

MNPI Redaction
Removes sensitive content from transcripts and summaries

Zero-day Retention
Discards recordings and transcripts after a meeting while keeping the summary

CRM Field Suggestions
Syncs insights to Salesforce and HubSpot and suggests fields to update

Sales Recap Templates
Sales-specific AI recap templates on the Business plan | Audit Trails :: Exportable logs for SEC Rule 17a-4 and FINRA exams

Pros and Cons

What Works Well
  • Keeps meeting notes organized in one place
  • Tracks action items so commitments don’t slip
  • Integrates well with Google Workspace, Zoom and Microsoft Teams
  • Notes and recaps are easy to share with the team
WHAT could be better
  • Bot sometimes fails to join calls automatically
  • Calendar sync may fail across platforms
  • Meeting templates can be hard to customize
  • Searching and retrieving past notes can be difficult
  • Non-English transcripts need manual editing

Pricing Plans

Solo (Billed Monthly)
$ 29
per user per month
Solo (Billed Yearly)
$ 19
per user per month
Team (Billed Monthly)
$ 11
per user per month
Team (Billed Yearly)
$ 7
per user per month
Business (Billed Monthly)
$ 23
per user per month
Business (Billed Yearly)
$ 15
per user per month
Enterprise (Billed Yearly)
$ 25
per user per month

Customers

  • Private Equity Associate :: Records deal calls with MNPI redacted from transcripts and summaries
  • Compliance Officer :: Exports meeting audit trails ahead of an SEC or FINRA review
  • Healthcare Account Executive :: Records client calls under a signed HIPAA BAA on the Enterprise plan
  • Sales Rep :: Sends a password-protected recap and reviews suggested CRM field updates after each call
  • Operations Lead :: Captures in-person and Slack Huddle meetings through the desktop app without a bot

Company Information

Company Name
Fellow.ai
Company Founded Year
2017
Company Location
Ottawa, Canada

Frequently Asked Questions

Can Fellow record without a bot joining the call?
Yes. Desktop and mobile apps capture audio directly, and botless recording is included on all plans.
Can it record in-person meetings?
Yes. Botless recording through the desktop or mobile app covers in-person conversations.
Will Fellow sign a HIPAA BAA?
Yes, on the Enterprise plan. Fellow says it is HIPAA-eligible with Business Associate Agreements available.
Is our meeting data used to train AI models?
No. Fellow says it never uses meeting data to train AI models.
Is it suitable for broker-dealers and RIAs?
Fellow lists SEC recordkeeping and FINRA supervision readiness, with exportable audit trails.
Which plan syncs with Salesforce or HubSpot?
Advanced CRM integration is on Business; AI-powered CRM field updates are on Enterprise.
Can recordings be deleted right after a meeting?
Yes. Optional zero-day retention drops recordings and transcripts while keeping the summary.
How much does the free plan include?
Five AI notes and five AI recordings per user, lifetime, for up to 5 users.

Alternatives

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