Fellow
AI meeting assistant for secure transcription, notes, and summaries
Fellow is the pick for compliance-heavy industries needing botless recording and data governance — zero-day retention, MNPI redaction, and audit trails are exactly what regulated teams need. The free tier is too limited for solo users, though, and paid plans start at $7/user/month. If you're in finance, legal, or insurance, choose Fellow; otherwise, consider Otter or Fireflies for lighter needs.
Verified 8d ago · liveness 76/100 · cite: rightaichoice.com/tools/fellow
- Investment banks and financial institutions needing SEC/FINRA compliance
- Enterprises requiring centralized meeting governance and audit trails
- Teams that want CRM auto-population from meeting insights
- Organizations with strict data privacy policies (data never used for AI training)
- Solo freelancers wanting a free, lightweight notetaker (free tier too limited)
- Teams seeking real-time collaboration on notes (no live editing during meetings)
- Users who prefer real-time AI chat without compliance restrictions
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Skip Fellow if you need a free, lightweight notetaker for casual use, want real-time collaborative note editing, or lack admin resources to manage governance controls.
Going from Free to Team requires a monthly per-user fee of $7 (billed annually) — you can't pay monthly unless you choose a more expensive option.
Fellow's pricing starts at $7/user/month (annual) for the Team tier, which is competitive for compliance-grade features. For regulated teams, this is cheaper than building in-house; for casual users, Otter or Fireflies offer free tiers with more generous limits.
In short
Fellow — AI meeting assistant for secure transcription, notes, and summaries. Best for Investment banks and financial institutions needing SEC/FINRA compliance, Enterprises requiring centralized meeting governance and audit trails, Teams that want CRM auto-population from meeting insights. Free to start; paid plans from $7/user/mo.
What people actually say about Fellow — is it worth it?
We scanned public community sources for Fellow on Aug 18, 2026 and could not establish that the discussion we found is about this tool rather than something else sharing its name. Our own analysis of that scan says the posts were off-subject. Rather than publish a sentiment score built on the wrong subject, we publish nothing here and re-run the scan.
Viability Score
How well maintained and how widely used is Fellow? Built from what the vendor actually publishes (docs, changelog, tutorials, integrations, pricing), whether the site is live, and how much real users discuss it. How we calculate this
Last calculated: September 2026
How we score →Key Features
- AI meeting transcription in 99 languages
- AI meeting summaries and action items
- AskFellow AI agent for meeting queries
- Botless recording for Zoom, Teams, Google Meet, Webex, Slack
- Mobile app for in-person meeting capture
- Centralized recording library with role-based permissions
- CRM automation for Salesforce and HubSpot
- Zero-day retention policy for recordings and transcripts
- MNPI redaction from transcripts and audio
- Full audit trail with Super Admin API
- Pause and resume recording during meetings
- MCP server for connecting meeting data to custom LLMs
- Public API and admin API for programmatic access
- Zapier integration with thousands of app triggers
- Customizable bot avatar and name
About Fellow
Fellow is an enterprise-grade AI meeting assistant built for privacy and compliance. It handles transcription, notes, and summaries across Zoom, Google Meet, Microsoft Teams, Webex, Slack huddles, and in-person meetings — without a bot joining the call. Designed for regulated industries like investment banks, hedge funds, and insurance, Fellow ensures your data is never used for AI training and offers controls like zero-day retention, MNPI redaction, and full audit trails. Key features include AskFellow, an AI agent that answers questions about past meetings and generates documents; automated CRM updates for Salesforce and HubSpot; a centralized recording library with role-based permissions; and over 50 integrations including Jira, Notion, and Glean. Recent additions expand its reach: a mobile app (April 2026) for recording in-person meetings straight from your phone, and an MCP server (November 2025) that connects meeting data to custom LLM workflows for deeper analysis. Fellow's free tier offers 5 AI notes and recordings lifetime — generous enough to test the water, but not for ongoing use. Paid plans start at $7/user/month (billed annually), with higher tiers adding governance and admin controls. If you're in a compliance-heavy field or need centralized meeting governance with airtight security, Fellow is engineered for you.
Behind the Verdict
Fellow stands out in the crowded meeting assistant market by making compliance its core selling point. Instead of just transcribing calls, it gives you the controls that regulated teams actually need: you can set a zero-day retention policy so recordings and transcripts are deleted immediately, redact material non-public information (MNPI) from both text and audio, and maintain a full audit trail via a Super Admin API. This isn't a checkbox feature — it's the product. For investment banks, hedge funds, and insurance companies that must satisfy SEC and FINRA recordkeeping rules, Fellow is engineered from the ground up to meet those standards. Botless recording is another differentiator. Most AI notetakers require a bot to join your meeting, which can feel intrusive and raise privacy flags. Fellow records directly from the host's device, so participants aren't notified of a 'bot' — though they are still informed of recording per legal requirements. This makes it more acceptable in high-stakes meetings with clients or executives. AskFellow turns your meeting history into a searchable knowledge base. You can ask questions like 'What was the decision on the Q3 budget?' and get an answer with source citations. It also generates documents and can push summaries to Slack or your CRM. For sales teams, the Salesforce and HubSpot integrations automate the chore of logging call notes, freeing reps to focus on selling. The recent mobile app (April 2026) extends Fellow to in-person meetings, letting you record directly from your phone. And the MCP server (November 2025) opens up custom LLM workflows, so technical teams can pipe meeting data into their own AI pipelines. Where Fellow doesn't fit: the free tier is very limited (only 5 AI notes and recordings lifetime), so it's not a good 'try-before-you-buy' for casual users. Real-time collaboration on notes is also missing — you can't live-edit meeting notes with your team during the call. And if you're looking for a bare-bones, cheap transcription tool, Otter or Fireflies offer lower entry points. Fellow is a governance tool first, notetaker second. For enterprises, the tiered limits (e.g., Team caps at 20 users, Business at 50) might feel restrictive if you scale quickly. You'll need to plan upgrade paths carefully. But for regulated industries, the compliance features are worth the price.
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Real-world workflow fit
Concrete scenarios for the personas Fellow actually fits — and what changes day-one when you adopt it.
You need to keep CRM records updated after every client call.
Outcome: Record calls automatically via botless capture, let Fellow transcribe and extract action items, then push those details to Salesforce or HubSpot — no manual entry.
You must retain meeting records for SEC/FINRA while redacting MNPI.
Outcome: Set zero-day retention policies, enable MNPI redaction, and rely on the audit trail to prove compliance during exams.
You want to capture in-person meeting notes without a bot joining.
Outcome: Use the mobile app to record from your phone, get AI summaries, and share them securely with role-based permissions.
Use Cases
- Automatically record and transcribe sales calls, sync insights to Salesforce.
- Prepare for one-on-ones with AI briefs summarizing past discussions.
- Enforce meeting policies like mandatory agendas and no-meeting days.
- Search past meetings using AskFellow to find decisions or feedback.
- Push meeting recaps to project tools via Zapier or API.
- Capture in-person meeting notes with the mobile app.
- Generate marketing insights from meeting data using Fellow + Zapier.
Limitations
- Fellow offers tiered plans with usage limits: Free plan includes 5 AI notes and 5 AI recordings lifetime per user; Team plan provides 10 AI notes and 10 AI recordings per user per month; Business and Enterprise plans offer unlimited AI notes and recordings.
- Audio and video uploads are capped per plan (5 lifetime on Free, 10/month/user on Team, 50/month/user on Business/Enterprise).
- Team plan supports up to 20 users, Business up to 50, Enterprise starts at 10.
- All plans include Ask Fellow (AI chatbot).
- No model names are disclosed.
as of 2026-08-22
Verification history
We have re-verified Fellow 15 times since . Each pass re-reads the vendor's own pages and re-checks every listed field against that evidence; passes where nothing had changed are marked as such.
- — re-checked, vendor evidence unchanged
- — re-verified summary, description, our verdict, our analysis, pricing model, pricing tiers, features, integrations, who it suits, who should skip it
- — re-checked, vendor evidence unchanged
- — re-verified summary, description, our verdict, our analysis, pricing model, pricing tiers, features, integrations, who it suits, who should skip it
- — re-verified summary, description, our verdict, our analysis, pricing model, pricing tiers, features, integrations, who it suits, who should skip it
- — re-verified summary, description, our verdict, our analysis, pricing model, pricing tiers, features, integrations, who it suits, who should skip it
Showing the 6 most recent of 15 verification passes.
Free to cite with attribution — this page re-verifies continuously.
12-month cost
Project the real annual outlay, including the implied monthly cost when only an annual tier is published.
Vendor list price only. Add-on usage, seat overages, and contract minimums are surfaced under Hidden costs & gotchas.
Plans compared
For each published Fellow tier: who it actually fits, and what it adds vs. the previous tier. Cross-reference the cost calculator above for projected annual outlay.
Free
$0/user/month
Ideal for
Solo users exploring AI notetaking with a lifetime allowance of 5 AI notes and recordings — fine for testing but not for ongoing use.
What this tier adds
Starting tier with 5 AI notes/recordings lifetime; no unlimited usage or advanced integrations.
Team
$7/user/month (billed annually)
Ideal for
Small teams (up to 20 users) that need unlimited AI notes and recordings plus Slack and calendar integrations — good for daily meetings without compliance overhead.
What this tier adds
Unlimited AI notes/recordings, Soapbox async video messaging, and Slack/calendar integrations; adds 10 uploads per user/month.
Business
$15/user/month (billed annually)
Ideal for
Growing teams (up to 50 users) that need priority support and advanced analytics to track meeting patterns and usage.
What this tier adds
Everything in Team, plus priority support, advanced analytics, and increased upload caps (50/user/month).
Enterprise
$25/user/month (billed annually)
Ideal for
Large organizations (10+ users) with strict compliance needs, requiring enhanced security, dedicated support, and audit capabilities.
What this tier adds
Adds enhanced security and compliance features (e.g., audit trails, MNPI redaction) and a dedicated customer success manager.
Where the pricing makes sense
The company stage and team size where Fellow's pricing actually pencils out — and where peers do it cheaper.
Fellow's pricing starts at $7/user/month (annual) for the Team tier, which is competitive for compliance-grade features. For regulated teams, this is cheaper than building in-house; for casual users, Otter or Fireflies offer free tiers with more generous limits.
Setup time & first value
How long it actually takes to get something useful out of Fellow — broken out by persona, not the marketing-page minute.
For most users: 15 minutes — create account, install browser extension or connect calendar, grant permissions, then start recording your next meeting. For admins: ~1 hour to configure security policies, integrations, and user roles.
Switching to or from Fellow
How to bring data in from common predecessors and how to get it back out — written for the switcher, not the buyer.
- →From Otter or Fireflies to Fellow: Export your meeting transcripts from the old tool, import them into Fellow via API or manual upload, then set up your calendar integrations and compliance policies.
- ↗To Otter or Fireflies: Export your transcripts from Fellow via API, then import them into the new tool — expect to lose governance features like audit trails and MNPI redaction.
Integrations
Resources & Guides
- Resourcefellow.app
Ai Meeting Notes For In Person Meetings Introducing Fellows Mobile App
Helpful link from fellow.app
- Resourcefellow.app
Fellows Mcp Server Bring Your Meeting Data Into Your Llms
Helpful link from fellow.app
- Resourcefellow.app
Unlock The Power Of Your Meeting Data With Fellows Api
Helpful link from fellow.app
- Resourcefellow.app
Introducing Botless Recording More Flexibility Same Enterprise Security
Helpful link from fellow.app
- Resourcefellow.app
Fellow 5.0: AI Meetings, Redefined.
Meetings are where decisions are made, insights emerge, and action items are born, yet often the real value gets lost. With Fellow 5.0, AI meetings have been redefined, and botless recording has finally been done right.
- Resourcefellow.app
Turning Ai Meeting Notes Into Marketing Insights How Gtm Teams Use Fellow Zapier
Helpful link from fellow.app
- Resourcefellow.app
Eliminate Your Orgs Information Silos With Fellow Glean
Helpful link from fellow.app
- Resourcefellow.app
Ask Fellow The Ai Chief Of Staff Strategic Partner
Helpful link from fellow.app
- Resourcefellow.app
How Fellow Hubspot Help Revenue Teams Fix Crm Data Quality
Helpful link from fellow.app
- Resourcefellow.app
Fellows New Zapier Triggers Unlock 8000 Apps Instantly
Helpful link from fellow.app
Tutorials & Learning
Official links
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