Fellow Basics

An overview of all the Fellow basics and How-tos to get you started!

Shirley avatar
Written by Shirley
Updated over a week ago

Welcome to Fellow!

What is Fellow?

Fellow is a meeting management app that plugs right into your calendar and helps your team build great meeting habits by collaborating on agendas, sharing meeting notes, and documenting action items in person and remotely, we got you covered!

Let's start with connecting your agenda and bringing your meeting notes to your video calls automatically 📹

[No split screen required] Fellow opens automatically inside Google Meet, MS Teams and Zoom and this is how:

👀 If you use Google Meet:

👥 If you use MS Teams:

🧑‍💻 If you use Zoom:

Have meeting agendas on hand where you work

Fellow runs on your favourite browser but also on your Desktop or Mobile platform:

🖥 On your desktop

🤳 On your mobile device

Fellow In-and-Outs

Fellow is divided into three main sections: Home, Meetings, and Feedback.

And within each of those categories are various elements including action items, templates, meetings, private note series, shared note series, and feedback.

But to get started, we’d recommend exploring meetings first.

The meeting view in Fellow is essentially your calendar and a meeting note. The idea is that you’ll be able to tie each meeting note directly to the calendar event for easy access and organization.

But here is where it gets special, you’ll be able to collaborate on this meeting note in real-time, specify the takeaways/todos, and create a historical series of notes.

Inside a Fellow Note

The note itself works a lot like any other sort of document - you’ll be able to add text and images. Fellow also has two unique text options: talking points and action items.

Talking points are checkable discussion topics. You’ll be able to check these off as you go through the meeting, add supplementary notes to them, plus (if you want) any talking points that you don’t discuss can be carried forward to the next meeting.

Action Items are a type of to-do. They are designated tasks that someone is assigned that they need to get done. To make sure no action items are lost, all your action items will be compiled in one to-do list. Plus any incomplete action items can be carried forward as well.

So when you have an upcoming meeting, you can add to the agenda in advance (as can your teammates) so you create a collaborative meeting agenda. Each person can add talking points, additional notes, or resources. They can create headers, format text, and highlight specific items or add any relevant links to documents.

Then during the meeting, you can add supplemental notes, check off talking points as they get discussed, and then assign clear action items to your team

Note Series

Note Series are digital notepads that you can use on your own or with your team to capture ideas, goals, and whatever else you dream up. These digital notepads are made up of individual notes (usually on the same topic or with the same person) and show up in one long stream of notes.

On each note series, you'll be able to customize some of your preferences including carry forward and templates by going to More Actions --> Settings.

Outside a Fellow Note

The other important thing to know, is that you can send the agenda/notes out to your team using email, Slack, or MS Teams. Which can prompt your team to add their own talking points. Or be a nice recap after the meeting.

Once you know how meeting notes work in Fellow, then you’re off to a great start because the same principles that apply to meeting notes apply to other note series! You can add content, and format however you would like, and all your notes will be grouped in streams.

Furthermore, check out our video series for you to learn the most important things about Fellow.

How-tos in Fellow:

How to run Team meetings:

How to run One-on-One's:

How to use Templates:

How to use Note Series:

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