Fellow's Zapier integration lets you connect your meeting data - action items, AI notes, and more - to thousands of other tools automatically. If you are already familiar with Zapier, you can add Fellow directly from the Zapier app directory. If you need more guidance, follow the step-by-step setup below.
Note: The Zapier integration is available on the Team, Solo, Business, and Enterprise plans.
What This Integration Does
Fellow captures everything from before, during, and after your meetings. The Zapier integration allows you to:
Automatically trigger actions in other tools when events happen in Fellow
Send meeting notes to tools like Pipedrive, Confluence, or any app Zapier supports
Create automated workflows (Zaps) based on Fellow triggers like new action items or AI notes
Keep your CRM, project management tools, and knowledge bases in sync with your meeting data
Connecting Fellow to Zapier
Before building automated workflows, you need to connect your Fellow and Zapier accounts once. This authorizes Zapier to securely access your Fellow data and perform actions on your behalf.
Prerequisites
To use the Fellow and Zapier integration, you need:
An active Zapier account: You can start with a free Zapier plan to build basic two-step Zaps. More advanced features (multi-step Zaps, premium apps, faster data polling) may require a paid Zapier subscription.
A Fellow account on a paid plan: This integration is available on Team, Business, and Enterprise plans.
Steps to connect
Log in to Fellow and navigate to User Settings > Apps & Integrations.
Under the Automation section, click Zapier.
Click Connect to begin the login process with Zapier.
Once logged in, you are ready to create your first Zap.
In the Trigger block of the Zap editor, search for and select Fellow.
Select a trigger event (for example, Action Item Assigned to Me), then click Continue.
Click Sign in to begin the Fellow authorization process.
A pop-up will open redirecting to the Fellow authorization screen. If you are not already logged in, enter your credentials.
If you are a member of multiple Fellow workspaces, select the workspace to connect with Zapier.
Review the permissions Zapier is requesting, then click Authorize to grant access.
The pop-up will close and your Fellow account will appear as a connected option in Zapier.
Your Fellow account will now appear as a connected option in Zapier. This connection is saved in your Zapier account and can be managed from the "My Apps" section of the Zapier dashboard.
Available triggers and actions
Fellow supports the following triggers and actions in Zapier.
Triggers (events in Fellow that start a Zap):
Action Item Assigned to Me: triggers when an action item is assigned to you
Action Item Completed: triggers when an action item is marked complete
New AI Note: triggers every time an AI note is generated or re-generated, including uploads
AI Note Shared to Channel: triggers when an AI note is shared to a channel, either manually or automatically
Note Sent to Zapier: manually triggered from the Send Notes menu within any Fellow note
Actions (things Zapier can do in Fellow):
Add Talking Point: creates a talking point in a specified note series
Complete Action Item: marks a specified action item as complete
Get AI Note: retrieves an AI note by ID
Building your first Zap
The example below walks through setting up a Zap using the New AI Note trigger to automatically send your AI meeting notes to another tool after every recorded meeting.
Configure the trigger
From the Zapier dashboard, click Create Zap.
In the Trigger step, search for and select Fellow.
In the Event dropdown, choose New AI Note.
From the Account dropdown, select your connected Fellow account.
Click Test trigger. Zapier will pull a recent AI note from Fellow as sample data.
Review the sample data to confirm it pulled the correct information, then click Continue with selected record.
Configure the action
In the Action step, search for and select the app you want to send data to.
Under the Event dropdown, choose the action to perform (for example, creating a document or a task).
Map the relevant Fellow data fields to the fields in the destination app.
Click Continue.
Test and publish
Click Test step to run the Zap using your sample data.
If the test succeeds, click Publish and give your Zap a descriptive name.
Your Zap is now live and will run automatically in the background whenever the trigger condition is met.
Send Notes to Other Tools via Zapier
You can manually send individual notes from Fellow to other tools using Zapier.
Set up the Zap for manual note sending
Create a Zap using Note Sent to Zapier as the trigger
Choose your destination tool as the action (for example, Pipedrive, Confluence, Notion)
Map the fields and publish your Zap
Send a note via Zapier
Once your Zap is set up:
Open the meeting note you want to send
Click Send notes in the upper right corner
Select Send via Zapier
The note will be sent to your configured destination automatically
This is particularly useful for keeping CRMs and knowledge bases in sync with your meeting notes.
Common Use Cases
Send meeting notes to your CRM: Automatically create records in Pipedrive, HubSpot, or other CRMs when meetings end
Create tasks in project management tools: Turn Fellow action items into tasks in tools not directly integrated with Fellow
Update knowledge bases: Send meeting notes to Confluence, Notion, or internal wikis
Sync with communication tools: Post meeting summaries to Slack channels or Microsoft Teams
Custom workflows: Build multi-step automations that connect Fellow with multiple tools in your stack