Fellow's Trackers feature uses AI to scan your recorded meetings and flag when specific keywords or concepts come up. This is particularly useful for customer-facing teams. For example, tracking competitor mentions during sales calls, spotting pricing discussions, or identifying coaching opportunities like objection handling.
Trackers analyze recordings made by the Fellow Note Taker after the tracker is created.
Tracker types
Keyword trackers
The keyword tracker feature is available on Business plans and above.
Keyword trackers monitor a specific word mentioned in meetings. For example, a sales team might use this to track mentions of specific competitors during client calls.
Concept trackers
Concept trackers use AI to identify broader themes or ideas, even when specific keywords are not mentioned. For example, a Customer Success team might use this to gather insights on feature requests from client calls.
Advanced trackers
Advanced trackers let you describe, in your own words, exactly what the tracker should catch. You don't pick keywords or example phrases. Instead, you write a short prompt and sort matches into labels you define.
Advanced trackers are best for nuanced topics where the wording varies a lot.
Concept and Advanced trackers are only available on Enterprise plans
Setting up and managing trackers
Who can create and manage trackers?
By default, anyone in your workspace can create and manage trackers.
Workspace admins can restrict this to admins only by going to Workspace Settings > Recording > Transcription > Trackers and choosing Admins only.
Creating Trackers
Keyword and Concept Trackers
1. Go to the Trackers page via the "more" menu on the left side panel.
2. Choose what should trigger the tracker: Keyword or Concept
If you choose Keyword: enter the tracker name and add the specific word you want to track.
If you choose Concept: enter the tracker name and add example phrases or partial phrases that should trigger the tracker.
3. Choose which meetings the tracker applies to, and whether it monitors words said by internal attendees, external attendees, or both.
6. Click Create. The tracker applies to any meetings the Fellow Note Taker records from this point forward.
Advanced trackers
1. Go to the Trackers page via the "more" menu on the left side panel.
2. Choose Advanced
3. Tracker details: give the tracker a name and describe what it should catch.
2. Tracker labels: add at least one label to sort matches into sub-categories. Each label has a name and an optional description. Each match is tagged with exactly one of your labels.
3. Trigger rules (optional): choose which meetings the tracker runs on. You can filter by meeting title, attendees, organizer, event length, and attendee count. If you skip this step, the tracker runs on every recorded meeting.
4. Click Create tracker
Get AI help writing your tracker
If you're not sure how to word your prompt, click Get AI help at the bottom of the setup window. Describe what the tracker should catch, then click Suggest. Fellow drafts a name, prompt, and labels for you. You can ask for changes with Adjust, then click Use suggestion to apply it. You can also use Get AI help to improve a tracker you've already written.
Enable, disable, and delete trackers
You can enable up to 10 Keyword and Concept trackers at once, plus up to 10 Advanced trackers. Advanced trackers have their own limit, so enabling one never uses up a Keyword or Concept slot. If you create a tracker after reaching the limit, it's saved as disabled. Disable another tracker of the same kind to enable it.
Disabling a tracker stops it from applying to future meetings, but does not remove it from meetings where it was already tracked
Deleting a tracker removes it everywhere it has previously been tracked.
Searching by Trackers
To search for recordings that have trackers applied to them:
Go to your library
Click on all meetings
Click on the filter menu at the top left
Select Trackers
When you select a tracker you have already created, it displays all recordings where it was mentioned.
