How Fellow Leaders Use Fellow, the #1 AI Meeting Assistant

We here at Fellow aren’t just the creators of the best AI meeting assistant, we’re power users. That means when a new feature gets added to Fellow, we’re the first to try it out and find its best use cases.

Over the last year, Fellow has been focused on using AI to add further support before, during, and after meetings. With our latest launch, Fellow 4.9, we improved existing AI tools and added exciting new ones.

In this post, we’ll take a closer look at how the teams and leaders here at Fellow use AI to accomplish their tasks and track toward their goals.

Team meetings

Fellow’s engineering team is the one that builds Fellow and all its features. As a very technical team, it’s important that updates and decisions are accurately documented. That’s why they record every team meeting using Fellow’s AI assistant.

“We record every single meeting that we have as a team because it’s very helpful to have the context about technical decisions that we made and context behind what product decisions we’re going to be going forward with,” says Alexandra Sunderland, Fellow’s director of engineering.

“It’s very helpful to be able to refer back to those decisions without having to take down notes about every single little thing.”

Missing a meeting

With Fellow, every recorded meeting gets an AI transcription, summary, action items, and decisions. That also means as a busy department leader, Alexandra can quickly catch up if she has to miss a meeting or has time off for a vacation.

“I check the transcript, figure out what was decided and what I might need to follow up on,” she says.

As well, Fellow’s AI also detects action items and decisions made, taking note of them so you don’t have to.

“Fellow calls out any action items that are assigned to me that I might not have picked up on in the call, so I don’t have to be on top of writing every single little thing down,” says Alexandra.

Onboarding new team members

Alexandra’s team organizes recaps in a dedicated channel in Fellow’s recording library, which is helpful for onboarding when someone new joins the team.

“Anytime that someone is demonstrating something that they built or talking more in-depth about a technical aspect of the code, we record those sessions and we put them into a channel specifically for dev learning,” she says. 

“Anyone who joins the company in the future can quickly access those recaps, those clips, and the summaries of the things that we find most valuable to share with people.”

As a company, Fellow also has channels for company-wide meetings, such as Town Halls, so new hires can gain context from those as well.

Cutting down admin work

Every customer-facing professional knows how vital their CRM is for day-to-day work and it’s much the same at Fellow. However, keeping up with CRM admin work and swapping between your CRM and other apps can slow you down.

That’s why Fellow’s sales team uses our strategic CRM integrations to spend less time on admin and more time selling. Charlie Bahamonde, Fellow’s director of sales, says this means he and his team get to spend less time switching between apps.

“It allows us to live more frequently in the place that we spend most of our time, which is Fellow, because most of our time is spent in customer meetings,” he says.

Fellow connects with both HubSpot and Salesforce as well to pull valuable customer information into the Fellow app. Plus, after calls, Fellow is able to make AI suggestions to fill in Salesforce fields, and then execute with just a click.

“Imagine getting off a customer call and automatically having things like competitors and MEDDIC  updated for you without having to manually fill in those fields. It’s a giant time saver, but it also ensures the accuracy of the data,” says Charlie.

Next, Ask Copilot can come in. The Ask Copilot assistant is a conversational AI bot that’s sort of like ChatGPT, but for your meetings. One question you can ask is, “write a follow-up email for this meeting that includes a summary and next steps.” Then, simply copy, paste, and send.

One-on-one meetings and performance reviews

Fellow’s sales team also relies on Fellow to prepare for coaching in one-on-one check-ins between Charlie and his reps.

WIth all of their sales calls recorded, reps can look back through the recording library to find calls that went well, or ones that could have gone better. They can then create clips of those moments and share them directly in the agenda for their next one-on-one — and Charlie can do the same.

“A lot of my time is spent listening back to calls and having the rep share calls with me and then picking out commonalities and themes on what I’m seeing,” says Charlie. “Then we’re focusing our coaching calls on where those skills can be improved.”

This becomes especially helpful during year-end performance reviews. It’s easy to look through past one-on-ones to track tasks and see where improvements have been made. 

Again, this is where Ask Copilot comes in handy. While preparing for a year-end review, both managers and employees can use Ask Copilot to quickly gather insights from one-on-ones, such as, “What themes have emerged from my last five meetings with my manager?”

Preparing for customer calls

Before a meeting, Fellow sends an AI-powered pre-meeting brief that summarizes what was discussed in your last call with the same attendee or team. For Tyler Ryll, Fellow’s director of customer success, that means always being prepared for every customer call.

“This one is huge. Each call, about 15 minutes before the call, I receive that pre-meeting brief. We can quickly understand who is on our call, what they do, what we talked about in our last call, and if there were any action items we needed to follow up on,” says Tyler.

“This is an invaluable tool for CS team members, as they consistently have to talk to hundreds of different clients, always context-switching. And these pre-meeting briefs allow you to get really focused really quickly right before your meeting.”

Gathering customer insights

Ask Copilot has been a favorite feature of Ashley Wood, Fellow’s VP of product marketing, because it’s an easy way to gain valuable insight into customer calls, even if she wasn’t part of them. At Fellow, customer calls are auto-shared to a shared channel, so everyone can benefit from them.

“It’s really like my personal assistant that I can ask things about any meetings I’ve attended or meetings that have been shared with me to get quick answers,” says Ashley.

For example, if Ashley knows there was a customer call that had an important moment, but she can’t remember exactly which one it was, Ask Copilot can help find it.

“I’ll ask, for example, which customer talked about AI usage for their marketing teams,” she says.

It’s also useful to see the exact words customers are using so Ashley can then reuse that language in marketing campaigns. With shared transcripts and recordings, that’s only a few clicks away.

AI note-taking for every team

Before Fellow customers get their hands on new AI features, Fellow team members are the first ones who get to try them out.

From recaps, to pre-meeting briefs, to CRM integrations, to Ask Copilot, we’ve tested out all of Fellow’s AI features and incorporated them into our own workflows.

Take a note from our leaders and try these AI features out at your own organization. If you want to learn more about Fellow AI, book a call with one of our meeting experts.