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AI software · Fellow.ai

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Fellow.ai

The secure AI meeting assistant that records, transcribes, and summarizes every meeting with privacy and security built in.

Open for Partnersai-meeting-assistantai-notetakermeeting-transcriptionmeeting-summariescrm-automationFree trialListed since May 2026

Partner summary

The offer at a glance

A quick read on buyer fit, pitch, economics, and promotion fit.

Best buyer

Enterprise IT and security leaders

Main outcome

Consolidate disjointed AI notetakers into a single, governed AI meeting assistant.

Commission

To be confirmed

Best channels

Founder Network, Content Marketing, Newsletter, Linkedin Organic

Terms

Privacy, security, and compliance claims must mirror Fellow's public language. Do not assert specific HIPAA workflow coverage, official partnership, or commercial terms without founder approval.

Main pitch

Pitch Fellow as the privacy-first AI meeting assistant for the whole organization. Lead with consolidation of shadow notetakers, granular admin controls, and SOC 2 / GDPR / HIPAA...

Economics

Partner terms

Commission, pricing model, and review timing for this listing.

Commercial terms

Partner terms

Founder confirmation required before partners promote this listing.

Commission
To be confirmed
Pricing
Subscription
Duration
Review period
30 days

Pricing tiers

Free

Primary

$0.00/ month

Tracks Signup

  • 5 AI notes lifetime per user
  • 5 AI recordings lifetime per user
  • AI meeting summary
  • AI meeting transcription
  • AI action items

Team

$7.00/ month

Tracks Paid Subscription

  • 10 AI notes per user per month
  • 10 AI recordings per user
  • Audio and video uploads
  • Meeting automations
  • Project management integrations

Business

$15.00/ month

Tracks Paid Subscription

  • Unlimited AI notes
  • Unlimited AI recordings
  • Sales AI recap templates
  • Org-wide meeting templates
  • Advanced CRM integration (Salesforce, HubSpot)

Enterprise

$25.00/ month

Tracks Sales Assisted

  • Starts at 10 users
  • Advanced recording permissions
  • Domain control
  • User provisioning
  • Security and legal reviews

Who this converts for

The buyers this offer is shaped for. Match your reach to the strongest audience fit.

Enterprise IT and security leaders

IT and security teams that need org-wide AI meeting governance with granular recording, sharing, and permissioning controls.

Software and TechnologyCIOCISO

Pain points

  • Disjointed AI notetakers across teams with no central governance
  • Sensitive meeting content captured without admin or compliance controls
  • Stale CRM data because reps skip post-call updates
  • Action items and follow-ups lost between meetings
  • No visibility into meeting load or effectiveness across the org

Desired outcomes

  • Centralized AI meeting governance across the entire organization
  • Granular control over what can be recorded and who can access it
  • Automatic CRM updates synced from meeting insights
  • Consistent recaps, action items, and follow-ups after every meeting
  • Org-wide visibility into meeting analytics and 1-on-1 cadence

Engineering and Product leaders

Engineering and product leaders capturing technical discussions, sprint reviews, and product syncs with accurate transcripts.

Software and TechnologyVP of EngineeringHead of Product

Operations and leadership teams

Chiefs of Staff, COOs, and leadership teams who want centralized meeting insights and analytics across the organization.

Cross-industryCOOChief of Staff

HR and People leaders

HR leaders who need secure AI meeting notes for 1-on-1s, employee development, and sensitive people discussions.

Cross-industryChief People OfficerVP of HR

Private equity and legal teams

Specialized teams needing secure AI notes for portfolio reviews, deal calls, or legal discussions.

Financial Services and LegalPE Operating PartnerGeneral Counsel

Revenue leaders running Sales and Customer Success

Sales and CS leaders who want meeting notes, follow-ups, and CRM updates automated.

B2B SaaS and ServicesVP of SalesVP of Customer Success

Why partners convert here

When to pitch this, and the outcomes the buyer actually gets.

Use cases

  • Automated AI meeting notes and action items
  • Automated AI meeting notes and action items
  • CRM automation for Sales and Customer Success
  • CRM automation for Sales and Customer Success
  • Centralized recording library with privacy controls
  • Centralized recording library with privacy controls
  • Pre-meeting briefs and collaborative agendas
  • Pre-meeting briefs and collaborative agendas
  • AskFellow agent for meeting search and follow-ups
  • AskFellow agent for meeting search and follow-ups

Outcomes

Consolidate disjointed AI notetakers into a single, governed AI meeting assistant.

Evidence

Capture meetings with enterprise-grade security and no AI training on your data.

Evidence

Keep CRM data accurate without rep busywork after each customer call.

Evidence

Backed by 2000+ third-party reviews summarized on the website.

Evidence

Centralized AI meeting governance across the entire organization

Granular control over what can be recorded and who can access it

Automatic CRM updates synced from meeting insights

Consistent recaps, action items, and follow-ups after every meeting

Org-wide visibility into meeting analytics and 1-on-1 cadence

50+ integrations across the modern stack

Evidence

SOC 2, GDPR, and HIPAA compliant

Evidence

AI never trained on customer data

Evidence

2000+ third-party reviews

Evidence

Customer references across leadership, sales, CS, and engineering

Evidence

50+ integrations across communication, CRM, and project management

Evidence

AskFellow agent and MCP server

Evidence

Before · After

Automated AI meeting notes and action items

Before

Teams either skip notes or assign someone to scramble through the call, leading to lost decisions and dropped follow-ups.

After

Every meeting ends with a structured recap, searchable transcript, and assigned action items.

Expected outcome: Less time spent on admin after meetings and clearer accountability on next steps.

What makes this different

Where this offer beats the alternatives.

  • Built for the entire organization, not just individual users

  • Granular admin recording, redaction, and access controls

  • SOC 2, GDPR, and HIPAA compliance with AES-256 and TLS 1.2+ encryption

  • AI is never trained on customer meeting data

  • Native CRM automation for Salesforce and HubSpot

  • AskFellow AI agent across meeting history, plus MCP server and Claude connector

  • Centralized recording library with custom channels and permissions

  • Org-wide meeting analytics and 1-on-1 hygiene

Promotion strategy

Partner playbook

Angles, questions, objections, and inputs to keep outreach sharp.

Value proposition

The secure AI meeting assistant that records, transcribes, and summarizes every meeting with privacy and security built in.

How to pitch

Pitch Fellow as the privacy-first AI meeting assistant for the whole organization. Lead with consolidation of shadow notetakers, granular admin controls, and SOC 2 / GDPR / HIPAA compliance for IT and security buyers; lead with automated CRM updates and AI recap templates for revenue leaders.

Positioning

Fellow is the only AI meeting assistant built for the entire organization, combining accurate notes, transcripts, and AI agents with privacy and access controls that IT and security teams can actually govern.

Best angles to test

  • Consolidate shadow AI notetakers under one governed platform
  • Privacy-first AI that never trains on your meeting data
  • Automated CRM hygiene for Salesforce and HubSpot
  • AskFellow as a meeting AI agent across past calls
  • Org-wide meeting analytics for leadership and HR
  • Records, transcribes, and summarizes meetings across Zoom, Google Meet, Microsoft Teams, and Slack huddles
  • SOC 2, GDPR, and HIPAA compliant with AES-256 and TLS 1.2+ encryption
  • AI is never trained on customer meeting data
  • Native CRM automation for Salesforce and HubSpot
  • 50+ integrations across the modern workplace stack
  • Centralized recording library with admin recording, sharing, and redaction controls
  • AskFellow AI agent for meeting search and follow-ups

Angles to avoid

  • Do not claim guaranteed revenue
  • Do not claim results are typical
  • Do not claim official partnership before founder approval
  • Do not claim Stripe-verified payouts
  • Do not claim managed checkout is ready
  • Do not claim Fellow is HIPAA-cleared for any specific regulated workflow without founder confirmation
  • Do not invent customer logos, case studies, or metrics beyond what is publicly stated

Discovery questions

  • How many different AI notetakers are in use across the org today?
  • Which conferencing tools dominate (Zoom, Google Meet, Microsoft Teams, Slack huddles)?
  • What CRM does the revenue team use, and how clean is post-call data today?
  • What compliance frameworks must meeting tooling support (SOC 2, GDPR, HIPAA)?
  • Who owns governance for AI tools that handle internal meetings?

Disqualifiers

  • Solo users or very small teams that only need a personal notetaker with no central admin or compliance requirements.

Target keywords

AI meeting assistantAI notetakerAI meeting notesmeeting transcriptionmeeting summariesenterprise AI notetakersecure AI meeting notesSalesforce meeting notesHubSpot meeting notesZoom AI notesMicrosoft Teams AI notesGoogle Meet AI notesSOC 2 AI notetakerHIPAA AI meeting notesrecording librarymeeting analytics

Objections & responses

  • We already have an AI notetaker our reps use individually.

    Response: Fellow is built for the entire organization, not just individual users. It replaces a patchwork of personal notetakers with a single governed library, granular admin controls, and org-wide analytics so IT and leadership get consolidated meeting insights.

  • We have strict privacy and compliance requirements for meeting recordings.

    Response: Fellow is SOC 2, GDPR, and HIPAA compliant with AES-256 and TLS 1.2+ encryption, role-based permissions, SSO, audit logs, pause and resume recording, transcript redaction, and admin-controlled recording rules. The AI is never trained on customer data.

  • Will this fit into our existing stack?

    Response: Fellow integrates with 50+ tools including Zoom, Google Meet, Microsoft Teams, Slack, Salesforce, HubSpot, Asana, Jira, Linear, Notion, Confluence, Glean, Monday, ClickUp, and Zapier, plus an API and MCP server for custom workflows.

  • Our reps will not adopt yet another tool.

    Response: Fellow joins meetings automatically, produces the recap, and pushes updates into Salesforce or HubSpot without rep busywork. AskFellow lets users query past meetings and draft follow-ups in plain language, so the tool reduces work rather than adding to it.

  • How does Fellow compare to Fireflies, Otter, Granola, Jamie, or Fathom?

    Response: Fellow positions itself as the only AI meeting assistant built for the entire organization, with privacy-first design, a centralized recording library, granular admin controls, native CRM automation, and org-wide analytics rather than a per-user notetaker.

Rules

Promotion rules

Where you can promote, what is restricted, and what the founder requires.

Allowed channels

Founder NetworkContent MarketingNewsletterLinkedin OrganicX OrganicCommunity PostsPartner Referrals

Restricted channels

Cold Email BlastPaid Search Brand BiddingSpamUnauthorized Aggregator Listings
AI-generated content
Yes
Content reuse
No
Founder approval
Yes

Approved claims

  • Records, transcribes, and summarizes meetings across Zoom, Google Meet, Microsoft Teams, and Slack huddles
  • SOC 2, GDPR, and HIPAA compliant with AES-256 and TLS 1.2+ encryption
  • AI is never trained on customer meeting data
  • Native CRM automation for Salesforce and HubSpot
  • 50+ integrations across the modern workplace stack
  • Centralized recording library with admin recording, sharing, and redaction controls
  • AskFellow AI agent for meeting search and follow-ups
  • Org-wide meeting analytics for leadership and HR

Claims to avoid

  • Do not claim guaranteed revenue
  • Do not claim results are typical
  • Do not claim official partnership before founder approval
  • Do not claim Stripe-verified payouts
  • Do not claim managed checkout is ready
  • Do not claim Fellow is HIPAA-cleared for any specific regulated workflow without founder confirmation
  • Do not invent customer logos, case studies, or metrics beyond what is publicly stated

Compliance notes

  • Privacy, security, and compliance claims must mirror Fellow's public language. Do not assert specific HIPAA workflow coverage, official partnership, or commercial terms without founder approval.

Evidence

Proof & trust signals

Claims, evidence links, and operational trust signals partners can lean on.

Proof points

  • Consolidate disjointed AI notetakers into a single, governed AI meeting assistant.
  • Capture meetings with enterprise-grade security and no AI training on your data.
  • Keep CRM data accurate without rep busywork after each customer call.
  • Backed by 2000+ third-party reviews summarized on the website.
  • Centralized AI meeting governance across the entire organization
  • Granular control over what can be recorded and who can access it
  • Automatic CRM updates synced from meeting insights
  • Consistent recaps, action items, and follow-ups after every meeting
  • Org-wide visibility into meeting analytics and 1-on-1 cadence
  • 50+ integrations across the modern stack
  • SOC 2, GDPR, and HIPAA compliant
  • AI never trained on customer data
  • 2000+ third-party reviews
  • Customer references across leadership, sales, CS, and engineering
  • 50+ integrations across communication, CRM, and project management
  • AskFellow agent and MCP server

Proof links

About Fellow.ai

Fellow is an AI meeting assistant built for the entire organization. It records, transcribes, and summarizes meetings across Zoom, Google Meet, Microsoft Teams, and Slack huddles, with granular privacy controls so admins govern who can record, what can be recorded, and who can access recordings, transcripts, and recaps. AskFellow turns meetings into action items, follow-up emails, CRM updates, and documents. Fellow integrates with 50+ tools including Salesforce, HubSpot, Asana, Jira, Linear, Notion, Confluence, Slack, and Zapier, and is SOC 2, GDPR, and HIPAA compliant.

fellow.aiListed since May 2026

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Listing transparency

Company activation will confirm the remaining commercial and tracking details.

Screenshots or video