Skip to main content

Setting Up Your AI Note Taker

Record, transcribe, and generate a summary of your meeting with Fellow's AI Note Taker 💪

Julia avatar
Written by Julia
Updated over 3 months ago

In this article we'll go through all the information you need to use the your AI Note Taker in every meeting:

  1. Steps to initiate the recording, transcription, and summarization

  2. Fellow Note Taker Settings

  3. Scheduling Fellow Note Taker Using My Week

  4. Using the Fellow Note Taker

Steps to initiate the recording, transcription, and summarization

  1. Schedule the Fellow Note Taker to join and auto-record your call by toggling on Auto-record. There are a few places to do this from:

    1. Click on the lightning bolt icon in the upper right hand corner of the note to access your Automations in settings and toggle on Auto-record.

    2. Toggle on Auto-record found at the top of the note in Fellow

  2. If you do not wish to toggle on Auto-record to schedule the Fellow Note Taker to join, you can instead start the recording by pressing the "Record" button.

    Note: the button to record will appear 5 minutes before the scheduled start time of your meeting. This can be done from the note in Fellow and in the Fellow Chrome extension as well.

  3. Whether you decided to invite your Note Taker manually or set the Auto-record automation, in order to start recording your call, you'll need to allow your Note Taker to join every meeting you want to get transcribed and summarized.

  4. Once your Note Taker has joined your meeting, run your meeting as normal. Your Note Taker will start recording and transcribing right away.

  5. Stop recording by hanging up the call.

  6. Now the magic happens - your Note Taker will process the meeting transcription to generate an AI powered meeting summary and chapters. This might take a minute or two

  7. Click on the Meeting Recap to view the recording and transcript of the meeting. Check here everything you can see and edit in the Meeting Recap window.

    If you're looking for a recording from a previous meeting, here you can check a few places where you'll find them.

AI Note Taker Settings

If you go to your User Settings, you'll be able to set up all the preferences for the Fellow Note Taker in your account.

Here you can choose when and how you want the Note Taker to behave, and who you want the recaps to be sent to.

Scheduling Your Note Taker Using My Week

Using My Week, you can create events and add the Fellow Note Taker to your meetings all in one spot.

Creating New Events

  1. Navigate to My Week, located near the top of your Home Panel to view your calendar events for the week.

  2. Near the top left of the My Week window, click the grey plus sign button to begin creating a new event.

  3. Near the bottom of the newly popped up Create event panel, verify the Record and summarize toggle is turned on. Once on, the Fellow Note Taker will automatically join the meeting and any future meeting occurence if recurring.

Inviting the Fellow Note Taker to Existing Events

  1. In My Week, click on a future event to open the event details panel.

  2. Turn the Next meeting will be recorded toggle on and going forward, the Fellow Note Taker will join the meeting and any future meetings if recurring.

Using the Fellow Note Taker

To start, each user on a Fellow workspace will have the ability to invite your Note Taker to 5 meetings and generate recordings, transcriptions, and summaries for each of those meetings.

If you are interested in learning more about your Note Taker or want to upgrade to unlimited records, one of our meeting experts will be happy to help!

Meet with a Meeting Expert

Related Articles:

Did this answer your question?