The AI notetaker built for the org —
not just the individual
Most AI notetakers do the same core job: a bot joins your call, transcribes it, and emails a summary. Fellow does that too, but it aims at a harder problem — doing it in a way a security or compliance team will actually approve. It's the only major AI meeting assistant built from the ground up around privacy, access control, and data governance. That's why it shows up in regulated worlds like financial services, healthcare, and legal — not only startups.
The useful mental model: Fellow is the AI meeting assistant for organizations, not just for one person. It records and summarizes like any notetaker, then adds a permissioned library, admin recording policies, transcript redaction, retention controls, and exam-ready audit logs on top. It also keeps the meeting-productivity roots it started with — collaborative agendas, one-on-one tools, and action items — so it spans preparing for a meeting, running it, and acting on it afterward.
Fellow's real value isn't just a transcript. It's automatic meeting notes an entire organization can adopt — with the governance to keep the wrong people from ever seeing them.
Connect a calendar. Let Fellow join.
Leave with the notes already done.
Getting started is a calendar connection away. You sign up, connect Google or Microsoft calendar, and Fellow can join your meetings automatically — or you invite it per call. When it joins a remote meeting, it announces that recording is happening and asks to be admitted, so everyone on the call knows. Prefer no bot? The desktop app records natively on Mac and Windows with nothing visibly joining.
During the meeting you can lean on a shared agenda and take collaborative notes. Afterward, Fellow produces a transcript, an AI summary, and a list of action items, all saved to a central library. From there you ask questions of it in plain language, push action items to your task tools, or let it update your CRM. The point is that you stop typing notes and start leaving meetings with the decisions and next steps already captured.
- Connect your Google or Microsoft calendar
- Choose to auto-join meetings, or invite Fellow per call — bot or botless
- Fellow announces recording and captures the conversation
- Get an AI summary, transcript, and action items in a central library
- Ask Fellow questions, sync action items, or update your CRM
Fellow walkthroughs —
from the official channel
Four videos from Fellow's own YouTube channel, each with a short summary so you can scan what it covers before pressing play. They range from the Fellow 5.0 launch to a full product demo, the new interface, and a recordings workshop.
The official product update: how Fellow 5.0 turns conversations into outcomes with summaries, the meeting agent, and new workflows.
A full walkthrough of the AI meeting assistant — meeting summaries, transcript redaction, and the meeting agent in action.
A live Office Hours demo of Fellow's redesigned user interface and how to find your way around it.
A workshop on using Channels to keep meeting recordings and recaps centralized and permissioned across a team.
Privacy-first, by design —
not a badge bolted on later
Plenty of tools bolt security onto a consumer notetaker. Fellow inverts that. Its headline claim — "the only AI meeting assistant built from the ground up with privacy and security in mind" — is the whole product thesis. And it shows up in concrete features, not a trust badge.
Your data isn't training anyone's model. Fellow never trains AI on your meeting data, full stop. For legal, finance, and healthcare teams, that single fact is often the difference between approved and blocked.
Admins actually control it. Recording policies, information barriers between business units, transcript redaction for names and sensitive numbers, configurable and Zero-Day retention, and an exportable audit trail via a Super Admin API. That's governance built for an exam, not just a settings page.
Access is need-to-know by default. Recordings and notes are visible only to internal attendees unless someone deliberately shares them, and every share is logged. One-on-ones and leadership discussions stay private with no setup.
The question most notetakers ignore is "will a compliance team say yes?" Fellow is built so the answer is yes — and that's its entire reason to exist.
Where Fellow shines —
six things it does better than most
SOC 2 Type II, HIPAA, and GDPR compliant, with redaction, retention controls, and audit logs built for regulated industries.
Record natively on desktop with no bot on the call, or use a bot — your choice, per meeting, under the same controls.
Records, transcribes, and summarizes across Zoom, Meet, Teams, Webex, and in person, then extracts clear next steps.
Ask questions across every meeting you can access, and generate documents, follow-up emails, and CRM updates from what was said.
Every recording and recap in one permissioned place, instead of scattered across individual accounts.
Salesforce, HubSpot, Slack, Notion, Asana, Jira, Linear, Glean, Zapier, a Claude connector, and more.
Core features —
before, during, and after the meeting
Records, transcribes, and summarizes automatically across Zoom, Google Meet, Microsoft Teams, and Slack huddles, in 90+ languages, with speaker identification.
Ask questions and pull insights from any meeting you can access, then generate documents, automate follow-up emails and memos, and push CRM updates.
All recordings and recaps live in one place, with privacy and sharing controls that keep everything centralized while limiting who can open what.
Syncs meeting insights to Salesforce and HubSpot, suggesting field updates based on what was discussed so the pipeline stays accurate.
Collaborative agendas and AI pre-meeting briefs so you walk in prepared. Before a back-to-back client call, the pre-meeting brief surfaces the last conversation's decisions and open action items, so you're up to speed without digging through old notes.
Captures action items with owners and due dates, then syncs them to Asana, Monday, Jira, Linear, or ClickUp so nothing slips.
Fellow AI note taker —
how it works on desktop and mobile
Fellow works as an AI note taker two ways, so it captures meetings wherever they happen. On desktop, the Mac and Windows apps record, transcribe, and summarize your calls — including botless, with nothing joining the meeting. On mobile, the iOS and Android mobile apps turn your phone into an in-person note taker: start a recording in a room or on a call and Fellow handles the transcript, summary, and accurate meeting notes with action items automatically.
Either way, everything syncs to one account and one central notes library, so a meeting you captured on your phone shows up next to the ones recorded on your laptop. For a distributed team, that means one AI note taker across desktop and mobile instead of a different tool for each.
- Desktop (Mac & Windows) — records remote calls, botless or with a bot, with speaker separation
- Mobile (iOS & Android) — records in-person conversations straight from your phone
- Both — automatic transcription, AI summary, and action items, synced to one library
AskFellow — your AI meeting agent
and AI Chief of Staff
AskFellow is Fellow's AI meeting agent — think of it as an AI Chief of Staff for everything that gets said in your meetings. Ask it a plain-language question across any meeting you have access to ("what did we decide about the Q3 launch?") and it answers from the transcripts, then does the follow-through work for you.
- Answer questions across every meeting you can access, with the context and decisions pulled from the notes
- Generate documents — briefs, memos, and recaps drafted from what was discussed
- Automate email follow-ups — draft the post-meeting email so the next step goes out fast
- Push CRM updates — turn deal talk into suggested Salesforce or HubSpot field changes, so sales teams keep the pipeline accurate without manual entry
The result is that everything discussed becomes searchable, and the busywork after a meeting — the memo, the follow-up email, the CRM update — is drafted for you instead of sitting on your to-do list.
Botless vs bot recording —
you choose, per meeting
Most AI notetakers require a bot to join the call — a visible meeting bot in the attendee list. Fellow supports that, but it also does botless recording, with nothing joining the meeting. You choose per meeting, and both run under the same security and governance.
- Desktop botless recording — the Mac and Windows apps capture audio and video natively, with no bot on the call and speaker separation for conference rooms
- Zoom native capture — on Zoom, Fellow can record through Zoom's own real-time media rather than sending a bot to join
- Mobile recording — the iOS and Android apps record in-person conversations straight from your phone, with automatic transcription, summary, and action items
- Bot recording — a visible bot when you want everyone to see it's on the record
- Everywhere — Zoom, Microsoft Teams, Google Meet, Webex, phone, and in person
Why it matters: some organizations don't allow third-party bots into calls at all, and some client or external meetings look more professional without a visible bot in the room. Because both bot and botless capture run inside the same enterprise security governance framework, IT keeps control either way.
Security & compliance —
deep enough for finance, healthcare, and legal
This is where Fellow separates itself from consumer notetakers, and it's the reason to choose it. Fellow is SOC 2 Type II, HIPAA, and GDPR compliant, with a public Trust Center. For regulated finance specifically — investment banks, private equity firms, hedge funds, RIAs, broker-dealers — it's built around SEC recordkeeping, FINRA supervision, and internal compliance review.
- Zero-Day Retention — deletes recordings and transcripts after processing, while keeping AI summaries, decisions, and action items as institutional memory
- MNPI / PII redaction — strips names, account numbers, and material non-public information before notes are stored
- Information barriers — keeps notes and recordings siloed between teams and business units
- Audit trail — every deletion and share logged to an exportable, exam-ready trail via the Super Admin API, with archiving to Global Relay
- Admin recording policies — control who records and when; users can pause and resume so off-the-record talk never hits the transcript
Recordings and transcripts are deleted after processing, while the AI summary, decisions, and action items are kept as institutional memory. It shrinks how long sensitive audio and verbatim text exist, which is central to MNPI and privacy risk reduction.
Redaction strips names, account numbers, and material non-public information from the transcript, summary, and audio before notes are stored — so a captured meeting doesn't quietly become a compliance liability.
For multi-team organizations, notes and recordings stay siloed between business units under role-based permissions, so one desk can't see another's meetings unless a share is deliberately made and logged.
Every deletion and share is logged to an exportable, exam-ready audit trail via the Super Admin API, with archiving to Global Relay — the recordkeeping workflow SEC- and FINRA-regulated firms need for supervision and review.
Admins govern who can record and when. Users can pause and resume so off-the-record conversation never hits the transcript, and privacy-by-default keeps one-on-ones and leadership talks visible only to attendees.
Admins get workspace analytics to track meeting volume, recording activity, and usage patterns across the whole organization and individual teams — useful for both governance and cutting meeting load.
For healthcare and legal teams the same governance applies, with HIPAA/BAA available on the Enterprise plan. It never trains on your data, adds these privacy controls, and documents its privacy practices in a public Trust Center. That's the layer that turns "a notetaker" into "a notetaker your risk team signed off on."
50+ integrations —
meeting output where your work already lives
Fellow connects to over 50 tools so meeting output flows into the rest of your team workflow instead of sitting in a silo.
- CRM — Salesforce and HubSpot, with AI-suggested field updates
- Project management — Asana, Monday, Jira, Linear, ClickUp, Trello
- Docs & knowledge — Notion, Confluence, Glean
- Comms & automation — Slack, Microsoft Teams (MS Teams), Zapier
- AI & identity — a Claude connector and MCP server; Google, Office 365, Okta, OneLogin, plus HRIS (Workday, BambooHR) on Enterprise
Availability rises with the plan: project-management tools from Team, Salesforce and HubSpot from Business, and SSO and HRIS on Enterprise.
AI & developer integrations —
Claude connector and MCP server
Two integrations are worth calling out for technical teams. The Claude connector lets you pull meeting context into Claude. The MCP server exposes Fellow's meeting data over the Model Context Protocol, so you can wire meetings into AI tools and automated workflows. Ask an assistant something like "what were the action items from yesterday's sales meeting?" and it answers from Fellow. Together with API access, they turn Fellow's recordings into a data source other systems can build on.
Languages & platforms —
everywhere your meetings happen
Platforms: a web app, desktop apps for Mac and Windows (botless native recording), and iOS and Android apps (in-person recording), all synced to one account. Meeting platforms: Zoom, Google Meet, Microsoft Teams, Webex, Slack huddles, phone, and in person. Languages: transcription in 90+ languages (listed as 99 on the pricing feature list), with speaker identification.
Infrastructure & extensibility: hosted on AWS with enterprise-grade encryption, and — crucially — AI is never trained on customer data. Developers get API access from the Team plan, a Super Admin API for audit and governance, a Claude connector, and an MCP server.
Fellow reviews —
what 2,400+ users report on G2
Fellow holds a 4.7 out of 5 across 2,429 reviews on G2, in the Meeting Management category, and carries G2's Enterprise, Mid-Market, and Momentum Leader badges. It's also rated on Capterra, GetApp, and Software Advice.
- Ease of use — cited in roughly 690 reviews
- Organization & collaboration around meetings and notes
- Smooth note-taking experience
- Easy action-item assignment and accountability
- The integrations and time saved after meetings
- Connectivity issues joining non-standard meeting platforms
- Task management can feel cumbersome when action items pile up
- Calendar-sync problems across some platforms
- Recap templates that a few find unpolished
- Search & stability — occasional trouble finding notes or crashes on retrieval
The recurring theme in the praise is time saved and clearer accountability after meetings; the complaints cluster around connectivity edge cases and task management rather than the core notetaking. Source: Fellow reviews on G2 — 4.7/5 across 2,429 reviews.
Fellow vs the other AI notetakers —
what each one is really for
| Alternative | Fellow's edge | When the other wins |
|---|---|---|
| Otter.ai | Enterprise security, botless recording, org-wide governance | Brand familiarity, generous free transcription |
| Fireflies.ai | Privacy-first design, regulated-industry controls, agendas | Integration breadth at a low price |
| Fathom | Centralization, admin controls, compliance | A fast, free-leaning individual notetaker |
| Granola | Same botless capture plus full team/enterprise governance | A sleek, individual-first note experience |
The pattern is clear: most of these are excellent for one person capturing their own calls. Fellow is the one designed for a whole organization — especially one with a compliance team looking over its shoulder. If nobody needs to govern the data, a lighter tool may cost less; if someone does, Fellow is in a different class.
Fellow pricing —
free forever, then $7 to $25 per user
Fellow is priced per user, with a free-forever plan and a 14-day trial of the paid features. Annual billing is cheaper than monthly.
| Plan | Annual (per user/mo) | Monthly | Seats & highlights |
|---|---|---|---|
| Free | $0 | $0 | Up to 5 seats; 5 AI notes + 5 AI recordings lifetime/user; summaries, transcription, action items, Ask Fellow; Zoom/Meet/Teams/Slack |
| Team | $7 | $11 | Up to 20; 10 AI notes + 10 recordings/user/month; meeting automations, PM + Notion/Confluence, API access |
| Business | $15 | $23 | Up to 50; unlimited AI notes & recordings; Sales recap templates, advanced CRM (Salesforce/HubSpot), keyword tracking |
| Enterprise | $25 | contact sales | Unlimited (from 10 users); advanced recording permissions, redaction, SSO, HRIS, org-wide analytics, HIPAA/BAA |
*Prices in US dollars and accurate at time of publishing — check Fellow's live pricing page for current rates. A 14-day trial of the paid features is included. Startups can get up to 25% off the first year; nonprofits and education get discounted rates. Billing is per active user each cycle; deactivated users can be replaced at no extra cost.
- An AI recording is a captured, transcribed meeting session — the audio and video Fellow records
- AI notes are the AI-generated summary, decisions, and action items produced from that recording
- They're metered separately on the lower tiers: Free gives 5 of each lifetime per user; Team gives 10 of each per user per month; Business and Enterprise make both unlimited
- So a heavy meeting schedule effectively needs the Business plan or higher
Who Fellow is for —
teams and regulated industries
Sales, Customer Success, Marketing, Engineering, Leadership, HR, and IT — each with tailored notes, follow-ups, and workflows.
Private equity, hedge funds, investment banking, RIAs, plus legal and healthcare — anywhere meetings face recordkeeping or supervision.
Companies tired of employees using a dozen different notetakers, who want centralized, governed meeting data.
Solo users can start free, though Fellow's real strengths show at team and organization scale.
Fellow limitations —
a few things worth understanding upfront
5 AI notes and 5 recordings lifetime per user — a taste, not a daily driver. Meaningful use needs a paid plan.
Reviewers report issues joining non-standard meeting platforms and occasional calendar-sync problems.
Some users find task management cumbersome when many action items accumulate, with limited sharing and organizing options.
A subset of reviewers find the meeting-recap templates unintuitive or short on polish.
Some report difficulty searching notes and occasional crashes when retrieving them.
The governance, analytics, and centralization that justify Fellow shine at team and enterprise scale, less so for a solo user.
The Fellow learning curve —
light for users, deeper for admins
For basic use it's light: connect a calendar, let Fellow join, and read the summary afterward. The depth — and some of the initial setup — comes from the governance side. Recording policies, permissions, redaction rules, retention settings, and integrations are what an admin configures, and getting those right for a regulated org takes some thought.
Fellow accounts for that: Enterprise includes an onboarding program and a dedicated account manager for exactly this kind of rollout. Individual note-takers are productive on day one; administrators invest more upfront to set the guardrails.
Who should
look elsewhere
Being honest about fit is what makes a recommendation worth trusting. Here's when another tool will serve you better.
Fellow FAQ —
questions people actually ask
About this review
This review was researched and written by the TechScribe editorial team. Our assessment is based on Fellow's own product, documentation, and live pricing, combined with verified user feedback from G2 (4.7 out of 5 across 2,429 reviews) at the time of writing. Where Fellow has real limitations — a capped free plan, connectivity edge cases, and task-management friction — we say so plainly, and we update this page as Fellow's features and pricing change.
TechScribe publishes hands-on, no-hype reviews of AI and business tools. This page may contain affiliate links: if you sign up through them, we may earn a commission at no extra cost to you — which never affects our rating or what we recommend.
The verdict
Fellow set out to answer a question most AI notetakers ignore: how do you get automatic meeting notes without a compliance team saying no?
Its answer is a notetaker built security-first — never training on your data, botless when you need it, and wrapped in redaction, retention, information barriers, and audit logs that hold up in a regulated environment. It isn't the cheapest personal transcription tool, and a solo user may not need everything it offers.
But for a team — especially one in finance, healthcare, or legal — Fellow is the rare AI meeting assistant you can roll out org-wide and actually get approved. Add the AskFellow agent, 50+ integrations, and a 4.7 across 2,400+ G2 reviews, and it's the strongest choice when security and centralization matter as much as the summary itself.
Try Fellow for free
Connect your calendar and let Fellow record, transcribe, and summarize your meetings — with a 14-day trial of the paid features, then a free-forever plan. No credit card required.
