At the top of each note, there is a button in the upper right hand corner.
You will then see several options including:
Send via email
If you would like to send the notes via email, the names will be pre-populated with the meeting attendees. You can add and/or remove anyone from this list.
It's great if you would like to send the notes to an external attendee or someone who didn't attend the meeting.
Send via Slack
By clicking on the drop down, you will see the options where in Slack you can send the notes. If you can't find what you are looking for, you can type in the name of a user of channel - but don't include @ or # in your search.
Send via Microsoft Teams
If you use Microsoft Teams, choose the team where you would like the notes sent, then select the channel/user.
By clicking Send, you will send the notes directly to that channel
Send note via Zapier
With Zapier, you can connect Fellow with over 5000+ apps! This means that you can send notes from Fellow to other tools that we don't currently integrate with such as Evernote, Confluence, or Pipedrive.
To do this, you'll first need to set up the Zap in Zapier. Full instructions to do that can be found here.
Once set up, you can easily send notes to that tool by clicking on the Send notes button at the top of the note and selecting Send note via Zapier.
Send via HubSpot or Salesforce
Keep things simple by sending the customer meeting notes you take in Fellow directly to HubSpot or Salesforce. This will ensure that everything is tracked and organized.
First connect the HubSpot or Salesforce integrations. Then after your next customer call, click on Send notes --> Send note to HubSpot or Salesforce. Then select the Contact, Company or Deal that you would like the notes to be attached to.
Export as Google Doc
When you click on the Send notes button you'll also see the option to Export as a a Google Doc. This means that Fellow will create a document in Google Docs containing those meeting notes.
To do this, you will need to choose an account and give permission for Fellow to access Google Docs. Fellow will only create documents, we will not be able to view or edit any of your other content
Review the document name. By default this will be [Fellow] and the name of the note but feel free to customize this to your style/system. Then press Export.
Export to Notion
Similar to the option to export as a Google Doc, there is also the option to export a note to Notion or Confluence. To do this, you will first need to set-up the Notion integration or the Confluence integration in User Settings.
Then view the note you would like to export, click Send notes --> Export note to Notion. Then select the place where you would like the notes to get sent to.
Then press Export and you are good to go - your Fellow notes will appear in Notion or Confluence.