Meeting Automations

Explaining Fellow's meeting automations and why you should try them

Mikaela Friedrich avatar
Written by Mikaela Friedrich
Updated over a week ago

Outside of the meeting itself, there are other parts of the meeting workflow including reminding participants to contribute and review the agenda, cancelling the meeting if there is nothing to discuss, or even just sending out a recap afterwards to all stakeholders. Wouldn't it be great if you, as the meeting organizer, didn't have to do all of that yourself?

Introducing Fellow's Meeting Automations!

*** Meeting Automations are a Pro Feature ***

In this article, we'll cover:

What are Meeting automations?

Meeting automations are actions that can be configured to happen before or after the meeting. At its core, meeting automations allow the meeting organizer to automate part of the meeting workflow including sending reminders, cancelling if there is no agenda, and send out recaps afterwards.

Meeting automations are meeting specific, meaning that the automation will only apply to the meetings where it is set up, and they can be enabled or disabled depending on your team's needs.

✔ Fellow Tip: Interested in trying Fellow's meeting automations? Get started with a free 14 day trial of Fellow Pro. Try Fellow for free

What types of meeting automations are available in Fellow?

No Agenda Reminder & Cancellation.

At Fellow, we have a saying "no agenda, no attenda". If your upcoming meeting agenda has no content waiting to be discussed, there may not be anything to talk about. In those situations, it's fine just to cancel the meeting.

With the no agenda reminder & cancellation automation, you can do this automatically. Fellow will identify meetings with no agenda and will either automatically cancel these meetings (freeing up room in your calendar) or give attendees the option to cancel manually.

Auto-Record

Ensure the Fellow Meeting Copilot is scheduled to join and automatically record your call by enabling Auto-record in your meeting automations. By scheduling the Fellow Meeting Copilot to join your call, you guarantee its presence at the designated time, preventing any oversight in inviting it to start recording, transcribing, and generating a summary of your call.

Once the meeting is done and the recording is generated, a recap email with the summary and recording will be sent out to the attendees based on the organizer's settings in the Fellow Copilot tab in User settings.

If the organizer is not in Fellow, then the recap email will only send to internal users with domains that match those that are in the Fellow workspace or are not yet in the workspace.

If the Fellow Copilot Recap is manually toggled on or off from the Automations tab in Settings, it will override any of the user settings.

When configuring it from the Automations tab, you will have three setting options to choose from:

  1. All attendees: all users including external

  2. Internal attendees: all users where the domain matches the approved domains, regardless of whether they're in the workspace or not

  3. Attendees in Fellow: all users where the domain matches ones that are in the Fellow workspace

Pre-meeting Reminders

With everything else going on in your workday, it's easy to forget to prepare for a meeting. Set up automatic reminders to be sent to the meeting attendees. This will remind people to add their own thoughts and ideas. These automatic reminders can be set up to be sent via email, Slack, or MS Teams.

Post-meeting Recap

Keep stakeholders on the same page by sending out a meeting recap after the meeting has ended. Recaps can be sent via email, Slack, or MS Teams and can be sent to non-meeting attendees as well.

Add to Section Reminders

Configure a section where all or some of the meeting attendees will be required to contribute in advance of the meeting. These sections will appear in the agenda with a purple lightning bolt

Choose a time interval before the meeting in order to send out reminders to these participants. Reminders will be sent out via all channels (emails, push, Slack, and Teams)

Where can I find the meeting automation settings?

Click on the lightning bolt icon (⚡️ ) at the top of the meeting.

Disabling automations

If you've set up any of these automations, you will still have the chance to turn them off if your team doesn't have the need for them anymore. You'll just need to toggle of the automation you no longer want to keep configured in your meeting, and you'll be good to go.

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