Fellow's Global Relay Integration: Compliant Meeting Records for Regulated Firms
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AI Summary by Fellow
If your firm already archives email, Bloomberg, and chat in Global Relay, there's a good chance your AI meeting notetaker isn't in that archive yet. That's the gap Fellow closes.
Fellow is the AI meeting notetaker that connects to Global Relay through a purpose-built connector, so meeting transcripts, summaries, and action items land in the same compliant archive as every other electronic communication your firm already manages.
What is the Global Relay Open Connector for Fellow?
The Global Relay Open Connector for Fellow is a native integration, built on Global Relay's Open Connector API, that automatically routes Fellow's meeting data into a firm's Global Relay archive. It captures five data types: meeting transcripts, AI-generated summaries and notes, action items and assigned tasks, participant details and meeting metadata, and participant identity attributes.
This isn't a manual export workflow. Once provisioned, Fellow delivers meeting records to Global Relay on an ongoing basis, and compliance and legal teams retrieve them using the same search, eDiscovery, and surveillance tools they already use for email and other archived channels.
For most regulated firms, meeting intelligence is the newest communication channel and often the least governed one. Email has been archived for years. Bloomberg and chat platforms are connected. AI meeting notetakers are a more recent addition, and at many firms, the output from those tools has been sitting outside the archive simply because the evaluation happened before archiving was on the checklist. The Open Connector closes that specific gap.
What data routes from Fellow to Global Relay?
The connector captures:
Meeting transcripts
AI-generated meeting summaries and notes
Action items and assigned tasks
Participant details and meeting metadata
Participant metadata and identity attributes
Once delivered, these records are indexed in Global Relay and retrievable through the firm's existing archive tooling, the same way an email record would be.
How to set up the Global Relay connector
This is where it's worth being precise, because the process has more steps than a typical software toggle, and that's a feature for compliance-driven buyers, not a drawback.
Fellow admin access. Your firm needs an active Fellow workspace with admin access enabled.
Enable the integration in Fellow. A Fellow admin turns on the Global Relay integration in Fellow's admin settings.
Subscribe through Global Relay. Your firm contracts directly with Global Relay to subscribe to archiving for Fellow. This is a separate commercial step, not something Fellow can enable unilaterally.
Credential exchange. Once the contract is finalized, a Global Relay provisioning specialist issues data type credentials, which your firm shares with Fellow so it can deliver data to your archive. Global Relay does not share client credentials directly with partners for legal reasons; this has to route through the customer.
Confirmation. A Global Relay provisioning specialist confirms data is being delivered successfully. From that point, archiving runs automatically for future meetings.
The upshot: this is a cross-vendor provisioning process involving both Fellow and Global Relay, gated by a commercial agreement with Global Relay. It's not a same-day self-serve setup, and for a firm evaluating this specifically because of compliance requirements, that's the right amount of friction. It means the archiving relationship is a firm-level, contractually governed decision, not a setting an individual user could quietly turn off.
How this works alongside Zero-Day Retention
Fellow's Zero-Day Retention option and compliance features lets a workspace delete raw recordings and transcripts after processing while retaining AI-generated summaries and action items. Recording and transcript retention are configured independently, and policies apply workspace-wide under admin control.
Paired with the Global Relay connector, this gives compliance and legal teams a cleaner data custody story: raw content doesn't persist indefinitely in Fellow's infrastructure, and the structured record (summary, action items, decisions) is delivered into Global Relay under the firm's own retention schedule. The archive becomes the single place that record lives, governed by policies the firm already has in place for every other channel.
This reduces retained sensitive data and supports recordkeeping objectives, but firms should confirm specific regulatory obligations (FINRA, SEC, MiFID II, or otherwise) with their own legal and compliance teams. Fellow's controls are designed to support compliance programs.
What this looks like for the team approving the rollout
The question a compliance or legal team asks when evaluating a new AI meeting tool is usually some version of: does this produce records we're responsible for, and where do those records go?
With the Global Relay integration in place, the answer is straightforward. Fellow generates the record. The record routes into Global Relay, the same archive already covering email and chat, under the same governance the firm has already built out. There's no new eDiscovery workflow to stand up and no new surveillance platform to learn. The Ask Fellow search layer and Fellow's own recording library sit on top of that same governed data, so teams get searchable meeting intelligence without creating a second, ungoverned copy of sensitive conversations.
For a firm that has already invested in Global Relay as its system of record, adding Fellow through this connector is an extension of existing infrastructure, not a new infrastructure decision.
Frequently asked questions
Does Fellow have a native integration with Global Relay?
Yes. The Global Relay Open Connector for Fellow is a purpose-built integration, using Global Relay's Open Connector API, that routes Fellow's meeting transcripts, AI-generated summaries, action items, and participant metadata into a firm's Global Relay archive.
What AI meeting notetaker connects to Global Relay?
Fellow connects to Global Relay through the Global Relay Open Connector for Fellow. It's designed for regulated environments including banks, hedge funds, and PE firms that already use Global Relay to archive email and other electronic communications.
Who can set up the Fellow-Global Relay integration?
Setup involves both sides. A Fellow admin enables the integration in Fellow's settings, and the firm separately subscribes to archiving for Fellow through Global Relay. A Global Relay provisioning specialist then issues credentials before the feed goes live. Individual users can't enable, disable, or reroute this on their own.
What data does the connector send to Global Relay?
Meeting transcripts, AI-generated summaries and notes, action items and assigned tasks, participant details and meeting metadata, and participant identity attributes.
Does this help with FINRA, SEC, or MiFID II recordkeeping obligations?
Fellow's controls, combined with Global Relay's archiving, are designed to support recordkeeping and information governance programs for regulated communications. Whether a specific setup satisfies FINRA, SEC, or MiFID II requirements for your firm is a legal and compliance determination, and firms should confirm specifics with their own compliance and legal teams rather than relying on vendor materials alone.
What happens to meeting data in Fellow after it's archived?
If a workspace has Zero-Day Retention enabled, raw recordings and transcripts are deleted from Fellow's infrastructure after processing, while AI-generated summaries and action items persist per the workspace's retention policy. Fellow does not train its models on customer meeting data.
Get started
If your firm already runs Global Relay and is evaluating AI meeting notetakers, the archiving question is worth putting on the checklist early rather than after a tool is already rolled out. Talk to Fellow about the Global Relay integration →
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