Fellow captures everything from before, during, and after your meetings. Fellow’s Zapier integration on (our paid plans) helps you connect that information to your workflows with other tools. As a paid user, you will have access to Fellow's Zapier integration.
If you already are used to Zapier, here is a link to add Fellow as one of your apps
which might be all you need to get going. If you need a bit more guidance, here is a more step-by-step guide:
Initial Setup: Connecting Fellow to Zapier
Before building automated workflows, a one-time connection must be established between a user's Fellow and Zapier accounts. This process authorizes Zapier to securely access data from Fellow and perform actions on the user's behalf.
Prerequisites
To utilize the Fellow + Zapier integration, the following conditions must be met:
An active Zapier account: Users can start with a free Zapier plan to build basic, two-step Zaps. More advanced features, such as creating multi-step Zaps, using premium apps, or accessing faster data polling times, may require a paid Zapier subscription.
A Fellow account on a paid plan: The Zapier integration is available to users on the Team, Business and Enterprise plans.
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Connecting Your Account: A Step-by-Step Guide
Connect your account to Zapier from Fellow directly.
Log in to Fellow and navigate to User Settings -> Apps and integrations.
Under the Automation section, click on Zapier
Click on Connect. It’ll Initiate the login process with Zapier, asking you to login.
Once logged in, you’ll be able to create a new Zap.
In the "Trigger" block of the Zap editor, use the search bar to find and select the "Fellow" application.
The editor will then prompt for the selection of a trigger event. For the initial connection, any event can be selected (e.g., "Action Item Assigned to Me"). After selecting an event, click "Continue".
The next step requires connecting the Fellow account. Click the prominent "Sign in" button to begin the authorization process.
A secure pop-up window will open, redirecting to the Fellow authorization screen. If not already logged into Fellow in the current browser session, the user will be prompted to enter their credentials first.
If the user is a member of multiple Fellow workspaces, a prompt will appear to select the specific workspace to connect with Zapier.
Fellow will display an authorization screen detailing the permissions that Zapier is requesting. These permissions typically include the ability to read data (like notes and action items) and write new content (like creating talking points or action items). Review these permissions and click "Authorize" or "Allow" to grant access.
Upon successful authorization, the pop-up window will close automatically, returning the user to the Zapier editor. The Fellow account, identified by the user's name and workspace, will now appear as a connected option.
This connection is now saved within the Zapier account. It can be managed, tested, or disconnected at any time from the "My Apps" section of the Zapier dashboard. All subsequent Zaps can use this saved connection without repeating the authorization process.
Building Your First Zap With AI notes trigger
Configure the Trigger
From the Zapier dashboard, click the "Create Zap" button to open the Zap editor.
In the Trigger step, search for and select the "Fellow" app.
In the "Event" dropdown menu, choose "New AI Note".
From the "Account" dropdown, select the Fellow account that was connected in Section 1.0.
Click the "Test trigger" button. Zapier will communicate with the connected Fellow account to find a recent action item. This item will serve as sample data for setting up the rest of the Zap.
Zapier will display the data it found. Review this sample data to confirm that it has successfully pulled relevant information (e.g., text, assignee, due date). Click "Continue with selected record" to proceed.
Configure the Action
In the Action step that now appears, search for and select the desired task management application.
Under the "Event" dropdown, choose the action to be performed.
The editor will now display the "Set up action" screen. This is where data mapping occurs.
After mapping all the desired fields, click "Continue".
Test and Publish Your Zap
Click the "Test step" button. Zapier will use the sample data from the Fellow trigger to execute the configured action.
If the test is successful, return to the Zapier editor and click "Publish". A prompt will appear to give the Zap a descriptive name.
Once published, the Zap is live. It will now run automatically in the background, performing a task every time a new action item is assigned in Fellow.