Fellow and Salesflare
How to connect Fellow
- Via Zapier — 8 operations available. Set it up ↗
- Via Make — 10 modules available. Set it up ↗
What you can automate
- When new AI Note in Fellow, create internal note in Salesflare.
About Fellow
Fellow is a privacy-focused AI meeting assistant that records and summarizes meetings with enterprise-grade security.
Fellow operations on Zapier
Triggers (5)
Start a workflow when this happens
- AI Note Shared to Channel — Triggers when an AI Note is shared to a channel, either manually or automatically
- Action Item Assigned to Me — Triggers when an action item is assigned to you.
- Action Item Completed — Triggers when an action item is completed.
- New AI Note — Triggers every time an AI Note is generated or re-generated, including uploads
- Note Sent to Zapier — Manually triggered within Fellow from the "Send Notes" menu, available in every note.
Actions (3)
Things Salesflare can make it do
- Add Talking Point — Creates a talking point in a specified stream.
- Complete Action Item — Marks an action item as complete.
- Get AI Note — Gets an AI note by ID.
Fellow operations on Make
Triggers (4)
Start a workflow when this happens
- AI Note Generated — Triggers when an AI note is generated after a meeting
- AI Note Shared to Channel — Triggers when an AI note is shared to a Fellow channel
- Action Item Assigned — Triggers when an action item is assigned to the user
- Action Item Completed — Triggers when an action item is marked as complete
Actions (3)
Things Salesflare can make it do
- Complete Action Item — Mark an action item as complete
- Get Action Item — Get a single action item by ID
- Get Note — Get an AI note by ID
Searches (3)
Look up existing records
- Get Many Action Items — Get multiple action items with filters
- Get Many Notes — Get multiple AI notes with filters
- Make an API Call — Sends a custom API call to Fellow. Use this to call endpoints that are not covered by existing modules.
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