Fellow notes are highly customizable collaborative documents where you prepare meeting agendas, take notes during meetings, and track action items afterward. Every calendar event in Fellow automatically gets a linked meeting note, making it easy to prepare agendas in advance and collaborate with attendees in real-time. This article covers the essential elements you'll use in every note.

How Fellow Meeting Notes Work

Meeting notes in Fellow are designed to support your entire meeting workflow:

Before the meeting:

Add agenda items and talking points
Collaborate with attendees on the agenda
Apply templates for consistent structure
Invite the Note Taker to record

During the meeting:

Check off talking points as you discuss them
Add notes and context in real-time
Create action items and assign owners
All attendees can edit simultaneously

After the meeting:

Review AI-generated summaries and transcripts
Send notes to stakeholders via email, Slack, or Teams
Track action items until completion
Access the complete history for recurring meetings

Elements of a Note

Fellow notes support several content types to help you organize meeting information:

Action Items

Action items are tasks that appear as checkboxes you can mark complete. They're designed for accountability and follow-through.

Key features:

Assign to one or multiple people
Add due dates
Sync to project management tools (Asana, ClickUp, MS To Do, Linear, Jira, and more)
Track completion status
View all your action items in the dedicated Action Items tab

When to use action items:

Tasks requiring follow-up after the meeting
Deliverables with specific owners
Items that need to sync to other tools

Talking Points

Talking points are discussion items that appear as circles you can check off once discussed. They help structure your agenda and track what's been covered.

Key features:

Assign to specific presenters
Check off as you discuss them
Carry forward uncompleted items to next meeting
Add context with nested bullets

When to use talking points:

Agenda items for discussion
Topics that need to be covered
Discussion questions
Updates or announcements

Bullet Points and Numbered Lists

Use bullets and numbered lists to add supporting information, notes, or details under action items or talking points.

How they work:

Add as standalone items or indent under action items/talking points
Indenting automatically links them to the item above
Use bullets for unordered information
Use numbered lists for sequential steps

When to use bullets/lists:

Supporting details for talking points
Meeting notes and key takeaways
Context or background information
Step-by-step processes

Headers and Subheaders

Headers and subheaders organize your note into clear sections with visual hierarchy.

Understanding the hierarchy:

Headers are main section titles (like chapter titles)
Subheaders break down sections into smaller topics (like section titles within chapters)
Use headers to organize your agenda into major topics
Use subheaders for subtopics within those areas

When to use headers:

Organizing agenda into major sections (e.g., "Project Updates", "Q&A")
Creating consistent meeting structure
Making notes easier to scan
Breaking up long agendas

Sections

Sections are special headers marked with a purple lightning bolt that prompt specific participants to contribute before the meeting.

What makes sections special:

Designated participants receive reminders to fill them out
Purple lightning bolt icon identifies them
Encourages meeting preparation
Common in standups, team huddles, and all-hands

When to use sections:

Team standups where everyone shares updates
All-hands meetings collecting questions from attendees
Retrospectives gathering team input
Any meeting requiring advance preparation from specific people

Descriptions

Add descriptions under headers or sections to provide additional context or instructions. Descriptions appear in smaller, lighter text below the header.

How to add a description:

Create your header
Press Shift + Enter on your keyboard
Type your description text

When to use descriptions:

Providing context for a section
Adding instructions for contributors
Clarifying what should be discussed

Basic Note Template

By default, Fellow applies the "Basic Template" to all new meeting notes. This template includes common sections to help you get started:

Talking Points: Items to discuss
Action Items: Follow-up tasks
Notes: General meeting notes

Important: Template headers don't restrict what content you can add. You can place action items under the Talking Points header or talking points under Action Items - the headers are just organizational suggestions.