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Fellow Zapier integrationAutomate Fellow with Zapier.

The Fellow Zapier integration has 5 triggers, 3 actions and 0 searches. All five triggers are instant, so a new AI note or an assigned action item reaches your other tools at once, even on the free plan. Three actions let a Zap answer back into Fellow.

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Overview

What the Fellow Zapier integration is good for

Fellow is an AI meeting assistant that records meetings and summarizes them, with a strong focus on privacy. Zapier is the service that connects apps so information moves without you copying it. Together they get meeting outcomes, notes and action items, out of Fellow and into the tools where work actually happens.

Three results teams build. Meeting notes that file themselves: New AI Note starts a Zap whenever Fellow produces a note, and Get AI Note fetches a note by its ID when a later step needs it. Action items that never get lost: Action Item Assigned to Me fires the moment something lands on your plate, and Action Item Completed tells the rest of your stack when it is done. Agendas that build up between meetings: Add Talking Point drops a point into a meeting stream so it is waiting for the next session.

One trigger is different from the others: Note Sent to Zapier only fires when someone chooses it by hand from the Send Notes menu of a note. It is the trigger to use when you want a person to decide which notes leave Fellow.

What Zapier does not do here: there is no search step, so you work with IDs that earlier steps carry. For other platforms, see the Fellow Make integration, and our Make vs Zapier comparison is the next page to read.

Vocabulary

Zapier words in one minute

Seven terms carry this page. Each keeps the meaning given here.

Zap
An automation you build in Zapier: one trigger, then one or more actions that run every time the trigger event happens.
Trigger
The event that starts a Zap. With Fellow, things like a new AI note or an action item assigned to you.
Action
What the Zap does once it runs: here, completing an action item, adding a talking point or fetching a note.
Task
Zapier's billing unit: one action that completes successfully. Your plan allowance is counted in these.
Instant vs polling
An instant trigger is reported by the app as it happens; a polling trigger is checked by Zapier on a timer.
Filter
A step that lets the Zap continue only when the incoming data meets a condition you set, and stops it otherwise.
Connection
Your Fellow account linked to Zapier once, then reused by every Fellow step in all your Zaps.
Cost

What a Fellow Zap costs

Fellow is not a premium app: it runs on Zapier's free plan.

  • Free plan100 tasks a month
  • Steps per Zap on Free2 (trigger + action)
  • Fellow triggers5, all instant
  • Premium appNo

Triggers are free: a new note or a completed action item never uses a task. Each action that succeeds uses one, and a failed action is not counted. Fetching a note and then adding a talking point costs two tasks per run. The free plan includes 100 tasks a month and unlimited Zaps, but each Zap is capped at two steps: one trigger and one action. A second action or a filter makes it a multi-step Zap, which needs a paid plan. All five Fellow triggers are instant, so the polling grid below never delays them, on any plan.

Connect

Connect Fellow to Zapier

  1. 01

    Open Apps

    In your Zapier account, go to Apps and click + Add connection. You need a Fellow account already; Zapier links an existing account and does not create one.

  2. 02

    Select Fellow

    Search for Fellow in the dialog, pick it, then click Add connection. A new tab opens on the Fellow side, where you finish the connection with your login.

  3. 03

    Sign in and allow access

    Log in to Fellow in that tab and grant Zapier access. If the meeting streams or notes you want to touch belong to a colleague, check that your account can read and write them.

First Zap

Your first Zap: turn a shared note into a talking point

GoalWhen you send a note to Zapier from Fellow, the Zap fetches the full AI note and adds a talking point to the stream of your next meeting.

  1. 01

    Build: pick the trigger

    Create a Zap, choose Fellow and Note Sent to Zapier. It is instant and fires only when someone uses the Send Notes menu of a note in Fellow.

  2. 02

    Test on a real note

    Send a note from Fellow, then run the test. Zapier brings back the three most recent items, so you can map the next steps on real content.

  3. 03

    Fetch the AI note

    Add Get AI Note and map the note's ID from the trigger into Note ID. Test it and read what comes back before going any further.

  4. 04

    Add the talking point

    Add Add Talking Point, set the Stream ID of the target meeting and map the text you want. This second action makes the Zap multi-step: paid plan.

  5. 05

    Publish

    Click Publish to switch it on. Notes sent before that moment are not picked up; only notes sent afterwards start the Zap.

Triggers

The 5 Fellow triggers

5 events start a Zap when something happens in Fellow, and 5 of them are instant: the app calls Zapier straight away, whatever your plan.

1

Action Item Completed

Instant trigger

In Zapier“Triggers when an action item is completed.”

Starts a Zap when someone ticks off an action item in Fellow. That makes it a clean signal for closing the loop in another tool: a ticket, a project card or a client update can follow without a status meeting.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan.
When to use it
a sales engineer finishes the follow-up promised on a demo call and the account owner should know immediately.
Watch out
a Zap that uses Complete Action Item also produces completions, which this trigger then picks up.
2

AI Note Shared to Channel

Instant trigger

In Zapier“Triggers when an AI Note is shared to a channel, either manually or automatically”

Fires when an AI note is shared to a channel, whether a person shared it by hand or Fellow did it automatically. It catches notes when they become visible to a group, not when they are generated.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan.
When to use it
only notes that reach the leadership channel should also be archived in your wiki.
Watch out
automatic sharing counts too, so a channel with auto-share on can start the Zap after every meeting.
3

Action Item Assigned to Me

Instant trigger

In Zapier“Triggers when an action item is assigned to you.”

Follows the action items assigned to you, the person who connected Fellow, and starts a Zap for each one. It is personal by design: it follows your own to-do list, not the whole team's.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan.
When to use it
every item handed to you in a meeting should land in your personal task manager without retyping.
Watch out
colleagues who want the same thing each need their own connection and their own Zap, since the trigger only sees the connected account's assignments.
4

New AI Note

Instant trigger

In Zapier“Triggers every time an AI Note is generated or re-generated, including uploads”

Fires every time Fellow generates an AI note, including for uploaded recordings, and again whenever a note is regenerated. It is the broadest of the note triggers, covering every meeting Fellow summarizes.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan.
When to use it
a customer success team wants every call summary appended to the client's record in its CRM.
Watch out
a regenerated note fires again, so a Zap that creates something for each note can create it twice; prefer updating over creating.
5

Note Sent to Zapier

Instant trigger

In Zapier“Manually triggered within Fellow from the "Send Notes" menu, available in every note.”

Fires only when someone in Fellow opens the Send Notes menu of a note, available on every note, and sends it to Zapier. Nothing happens on its own: a person decides, note by note, what leaves Fellow.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan.
When to use it
board meeting notes are sensitive and only some of them should go to the shared drive.
Watch out
if nobody sends a note, the Zap never runs; that is the point, but tell the team it exists.
Actions

The 3 Fellow actions

Fellow gives you 3 actions. For each one: what it does for you, when to reach for it, and what to watch out for.

1

Complete Action Item

Action

In Zapier“Marks an action item as complete.”

Marks an action item as done in Fellow. You find it either by its ID or by its text; a text match must be exact, though capital letters do not matter.

When to use it
the ticket behind an action item is closed in your project tool and Fellow should agree.
Watch out
marking an item complete can fire Action Item Completed in turn.
2

Add Talking Point

Action

In Zapier“Creates a talking point in a specified stream.”

Creates a talking point in the meeting stream you specify, ready for the people who follow that stream. Two required fields: the Stream ID and the Talking Point Text.

When to use it
a customer escalation is logged in your support tool and should be discussed at the next account review.
3

Get AI Note

Action

In Zapier“Gets an AI note by ID.”

Fetches an AI note from Fellow using its Note ID, so the following steps can use its content. It reads, it does not change the note.

When to use it
a trigger only hands you a note's ID and the next step needs the full summary.
Watch out
even as a read, a successful run costs a task.
When it breaks

When a Fellow Zap misbehaves

Zapier attaches no help article to Fellow, so these cases come from Zapier's general limits and from how the Fellow triggers behave.

Two patterns explain most of the cases below: notes that fire again when they are regenerated, and Zaps that react to their own changes. Test each step on a real note or action item before publishing. If you are still stuck, our Zapier troubleshooting team can review it with you.

  • The same note arrives twice

    New AI Note fires on generation and again on regeneration. A Zap that creates a record for each note can create two for the same meeting.

  • A completion loop

    A Zap that starts on Action Item Completed and runs Complete Action Item can set itself off again and burn through your tasks.

  • Past meetings are skipped

    A Zap only reacts to what happens after it is published. Older notes and action items are not picked up; moving them is a separate job.

  • A bulk upload is held back

    Uploading many recordings at once can trip Zapier's flood protection, which holds the runs back instead of firing them all.
Need help

Need help automating Fellow with Zapier?

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FAQ

Fellow Zapier integration: questions people ask

01Is the Fellow Zapier integration free?
Yes. Fellow is not a premium app, so it works on Zapier's free plan with 100 tasks a month and unlimited Zaps. The catch is the size of each Zap: one trigger and one action. New AI Note followed by Get AI Note fits; adding Add Talking Point after it makes the Zap multi-step, which needs a paid plan. Your Fellow subscription is a separate question that Zapier does not answer.
02How many tasks does a Fellow Zap use?
One per action that succeeds, and none for the trigger. A Zap that adds a talking point for each action item assigned to you costs one task per item. If it fetches a note first, that is two. Get AI Note counts even though it only reads. An action that fails is not billed. Watch New AI Note: a regenerated note fires again, so it can double the tasks a Zap uses.
03Do Fellow triggers work in real time?
Yes. All five Fellow triggers are instant: Fellow tells Zapier the moment a note is generated, shared or sent, or an action item is assigned or completed, and the Zap starts right away on every plan, Free included. The polling grid of 15 minutes on Free, 2 on Professional and 1 on Team or Enterprise does not apply. A Zap built on an instant trigger shows a lightning bolt in the editor.
04What does connecting Fellow require?
A Fellow account and a Zapier account. From Apps in Zapier, click + Add connection, search for Fellow, sign in in the tab that opens and grant access. If you plan to add talking points to a stream owned by someone else, your account needs access to that stream. Keep in mind that Action Item Assigned to Me follows the connected account, so each person who wants it needs their own connection.
05Why does New AI Note sometimes fire twice for one meeting?
Because it fires every time a note is generated or regenerated, uploads included. If someone regenerates a summary, the Zap runs again with the new version. That is fine for a Zap that updates something, but a Zap that creates a document or a record for each note will create a second one. Either build it to update, or start from Note Sent to Zapier so a person picks the final version.
06What if the Fellow operation you need is missing?
Zapier shows 5 triggers and 3 actions for Fellow, with no search step. If your process needs an event or a step outside that list, this integration will not provide it as it stands. You can still start the Zap from another tool that has the event, or use Get AI Note to pull content when a step already knows the note's ID. Our team can help you scope the options before you invest time in building.
07Zapier, Make or n8n for Fellow?
Judge by criteria, not reputation. On Zapier, Fellow brings 5 triggers, all instant, and 3 actions, with no search step, and it runs on the free plan for two-step Zaps. So weigh which Fellow events your process starts from, how many steps each meeting needs, which tool your team already runs and who will maintain it. Then check each tool's own Fellow page against that list before you commit to one.
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