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Fellow for Executive Assistants (EAs)
Fellow for Executive Assistants (EAs)

How Executive Assistants (EAs) can use Fellow to plan meetings and track action items.

Sarah Collins avatar
Written by Sarah Collins
Updated over 6 months ago

Executive Assistants can plan team meeting agendas for their executive or executive team with Fellow.

To do that, you can give your EA access to your account through our Delegated Access feature. Delegated Access allows EA's to perform most functions on behalf of the account user such as editing and preparing meeting agendas, adding to the private notes, manage feedback and more!

Delegated Access is an Enterprise plan feature, but we do have a workaround available for users on other plans.

Using the best practices below, you can connect Fellow to multiple calendars to add talking points, take notes, or follow up on action items.

Sync an Additional Google Calendar

To sync a separate Google calendar into Fellow you'll first need to grant yourself permissions to "Make changes and manage sharing" in the settings of that other calendar.

From Google calendar settings you will want to ensure you are an editor with the permissions to "Make changes and manage sharing".

Once the permission has been updated you'll be able to add the calendar in Fellow from your user settings > preferences. Please click the Refresh list button to update the calendar options available to select.

Add to your colleague's agendas

You'll be able to assign talking points and action items to colleagues in their meetings.

Note: This is not currently possible for 1-on-1 meetings.

Learn more: use these keyboard shortcuts to save time!

Manage your colleague's meeting action items

You'll also be able to check the Action Items tab in every meeting to see what action items are assigned to your colleagues. Use the Sort by < Assignee option to see all action items assigned to each person.

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