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:

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.

Ensure the Fellow Note Taker is scheduled to join and automatically record your call by enabling Auto-record in your meeting automations. By scheduling the Fellow Note Taker 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 Note Taker 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 Send 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:

Automatically configure your meeting recordings - or as we refer to them, Meeting Recaps - via email to meeting participants. You'll see two options:

Sharing clips, transcriptions, and call recordings can be a great way to keep everybody in the loop with key updates. Using automations, you can automatically upload specific recaps to their designated Fellow channel once the meeting has ended.

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.

Check out this article to learn more about how to set this up.

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.

Check out this article to learn more about how to set this up.

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.

Check out this article to learn more about how to set this up.

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)

Learn more about what you can do with sections

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

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.