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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 a week 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.

How to take up these best practices with Fellow

Setting up your colleague's calendar to sync with Fellow is easy!

Manage your colleague's meetings in Fellow

To plan agendas on behalf of a colleague, you'll first need to request edit access to their Google Calendar.

Note: This is only possible with colleagues that share the same email domain as you.

From your Google calendar settings, your colleague can add you as an editor by finding the calendar they'd like to share, clicking + Add People, entering your email address, and selecting "Make changes and manage sharing".

Next, in Fellow, you'll be able to add their calendar to Fellow so you can plan their meetings.

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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