Fellow’s New Zapier Triggers Unlock 8,000+ Apps Instantly

Every meeting leaves behind a trail of valuable information: decisions made, action items assigned, and insights that deserve to live beyond the call. That’s why Fellow captures agendas, AI notes, and transcripts, so nothing slips through the cracks.

The gap? Getting those insights into the tools your team actually works in, automatically and securely: CRMs, project management boards, and documentation hubs all need to be updated after the meeting with the rich context that comes from your Fellow AI notes. 

Instead of wasting time copying and pasting, there’s now a smarter way. With the new automatic Zapier triggers for Fellow, your meeting recaps can now flow instantly into 8,000+ apps and meetings become actioned automatically.

What the Zapier integration unlocks

Whether it’s syncing action items to your CRM, publishing highlights for cross-functional teams, or powering advanced automations with AI, the new automatic Zapier triggers for Fellow turn your meeting notes and recaps into a connected, automated workflow engine. Here's how:

8,000+ integrations

Zapier connects with over 8,000 apps, and Fellow’s triggers can send your meeting recaps to any of them. While Fellow already has 50+ native integrations, if you use a more niche tool built for your industry, the integration adapts to your workflow. If Zapier supports it, you can connect it instantly.

Granular filtering

Not every meeting recap needs to become an automation. With the new triggers, you can set filters by attendee, meeting title, date, or even content keywords. Want to capture only customer-facing calls? Or only meetings where “budget” is mentioned? Filters give you complete control over what gets sent where.

API power, without the code

Think of this upgrade as giving you API-level power without having to write a single line of code. Zapier lets you chain multi-step automations that can summarize meeting data with an LLM, update CRM records, or enrich tickets. Something that used to be a much more technical workflow is now drag-and-drop simple.

One-click templates

To make things even easier, Fellow has published ready-to-use Zapier templates. These pre-built workflows handle popular use cases, like pushing action items into Salesforce or publishing recaps into Confluence, in just a few clicks. This ensures that you can get started with these Zapier workflows without the need to start from scratch. 

Security you can trust

Every trigger inherits Fellow’s enterprise-grade security controls. That means only the meetings you already have access to can flow into Zapier, so there’s no accidental oversharing and no shadow integrations. You get the convenience of Zapier’s automation with the peace of mind that your data is staying secure.

Practical use cases for Fellow’s Zapier integration

With 8,000+ integrations available through Zapier, the possibilities for how you use Fellow recaps are endless. From sales teams closing deals faster, to HR leaders staying audit-ready, to executives keeping a pulse on the business, now every team can tailor automations to their specific needs. Here are just a few of the most impactful ways we’re already seeing customers put the integration to work.

1. Sales & Customer Success

With this integration, AI-generated action items from Fellow can flow straight into Pipedrive. Sales reps and CSMs get instant task creation, ensuring customer commitments are always captured and acted on.

2. Product & Engineering

Incident retrospectives can often be lengthy, and the most important learnings can get lost in meeting notes. With this integration, you can build a Zap that includes a custom AI prompt step. For example: “Summarize the top 3 learnings from this incident retro in plain language.” Zapier then runs that prompt on the recap from Fellow, and then automatically posts the distilled insights into a Slack channel. The result: critical takeaways are shared without anyone needing to dig through full transcripts.

3. Marketing 

Instead of copy-pasting notes into slides, you can use the Fellow + Zapier integration to automatically turn recaps into presentation decks in Gamma. Each time a meeting recap is generated in Fellow, Zapier can trigger Gamma’s "Generate Presentation" action, using the recap to create a polished deck with slides for key decisions, next steps, and open questions. Campaign updates, launch recaps, or weekly standups are instantly presentation-ready, no manual formatting required.

4. HR & People Leaders

Performance reviews, 1:1 summaries, and feedback conversations often need to be documented carefully. Zapier makes it easy to automatically send those notes into the right Drive or Dropbox folder, or sync them automatically with HR platforms like BambooHR. The result: automatically organized records and less manual filing.

5. Executives & Leadership Teams

With this integration, leaders can get a Slack or Teams notification whenever AI notes are shared in key Fellow channels, and then find those insights via search within Slack or Teams. That means instant visibility into important discussions across the org, without adding another meeting to the calendar.

How to start using Fellow's Zapier integration

Whether you already have a Zapier account and are ready to jump in, or if you need a step-by-step how-to, here's how to get started with Fellow's updated Zapier integration:

1. Initial setup

Before building automated workflows, you’ll need to complete a one-time connection between your Fellow and Zapier accounts. This authorizes Zapier to securely access data from Fellow and perform actions on your behalf.

Note: To use the Fellow + Zapier integration, make sure you have:

An active Zapier account

A free Zapier plan is enough for basic, two-step Zaps. More advanced workflows, like multi-step Zaps, premium apps, or LLM-powered actions, may require a paid Zapier subscription.

A Fellow account on a paid plan

The Zapier integration is available on Fellow’s Team, Business, and Enterprise plans.

2. Connecting your Fellow and Zapier accounts:

1. In Fellow, go to User Settings, and then go to Apps and Integrations.

2. Under Automation, click on ‘Zapier’.

3. Select Connect to initiate the login process. Log in to Zapier when prompted.

4. In Zapier’s Zap editor, search for and select the Fellow app in the “Trigger” block.

5. Choose any trigger event (e.g., “Action Item Assigned to Me”) and click Continue.

6. Click Sign in to authorize Zapier. A secure pop-up will open, redirecting to Fellow’s authorization screen. If you’re a member of multiple workspaces, you’ll be prompted to select which one to connect. Simply review the requested permissions, then click Authorize.

7. Once authorized, the pop-up will close and your Fellow account will appear as a connected option in Zapier. This connection will be saved in your Zapier My Apps dashboard for future use.

3. Building your first zap with the AI notes trigger

With your account connected, you’re ready to create your first automation using Fellow’s AI Notes.

Configure the trigger

1. From the Zapier dashboard, click ‘Create Zap’.

2. In the Trigger step, search for and select Fellow.

3. From the Account dropdown, select the connected Fellow workspace.

4. Click ‘Test trigger’. Zapier will pull in recent sample data from Fellow (e.g., an action item or AI note).

5. Review the sample data and click Continue with selected record.

Configure the action

1. In the Action step, search for and select the application you want to connect (e.g., Asana, Slack, Google Drive).

2. Under the Event dropdown, choose what action should happen when the Fellow trigger fires.

3. Map the fields between Fellow and the target app (e.g., AI note text → task description).

4. Click Continue to finalize your setup.

Test and publish your Zap

1. Click ‘Test step’ to run the Zap with sample data from Fellow.

2. If the test succeeds, click Publish to make the Zap live.

3. Give your Zap a descriptive name (e.g., “Send AI Notes from Fellow to Asana”).

Your Zap is now active. From this point forward, every time a new AI note is generated in Fellow, the connected workflow will run automatically,  whether that means creating tasks, sending summaries, or updating records.

Final thoughts

Meetings don’t end when the call ends, they end when the work is done. With Fellow + Zapier, your meeting recaps can now drive that work forward automatically, in every tool your team depends on. Head to Zapier and set up your next automation today.

FAQ

What content gets sent from Fellow to Zapier?

Only the agenda notes, AI notes (summary + action items), transcripts, and related metadata that you have access to in Fellow are sent to Zapier. 

Can I control which meetings trigger Zaps?

Yes, you can control which meeting notes are sent to Zapier. Zapier allows you to filter content based on any data provided by the trigger, allowing you to set up Zaps that only run when certain conditions are met (for example: meeting titles that contain a certain word, a certain email address being an invitee, or a date-based filter)..

Do I need to know how to code to use Fellow's Zapier integration?

Not at all. Zapier’s point-and-click builder makes it simple to connect Fellow with 8,000+ apps.