Automatically archive your AI meeting data

Fellow's Global Relay integration routes every meeting transcript, AI-generated summary, and action item straight into your Global Relay Archive, the same regulator-ready archive you already trust for email and chat.

For compliance and legal teams at investment banks, hedge funds, PE firms, and RIAs, this closes a widening gap: AI meeting intelligence now meets the same recordkeeping standard as every other regulated communication channel, with no manual export step and no window for records to fall through the cracks.

Why regulated firms need this

AI meeting assistants generate a new category of business record: transcripts, summaries, decisions, and commitments. Without automated archiving, that record sits outside your compliance perimeter, unsupervised and unsearchable during an exam or eDiscovery request.

Fellow's Global Relay integration solves this by capturing meeting data at the source and delivering it directly into Global Relay's compliant archive, giving compliance and legal teams the same visibility into meeting-derived records that they already have into email and messaging.

What it supports

• FINRA Rule 4511 recordkeeping requirements

• SEC Rule 17a-4 electronic records retention

• MiFID II communications recordkeeping obligations

Key benefits

• Close the AI recordkeeping gap. Meeting transcripts and summaries are archived automatically, the same way email and chat already are.

• One system of record. Compliance teams supervise Fellow data alongside every other electronic communication, without a separate workflow.

• Reduce legal and reputational risk. No manual export means no missed records and no gaps in your audit trail.

• Exam- and eDiscovery-ready. Fellow data is searchable and retrievable using Global Relay's existing eDiscovery and surveillance tools.

Built on Fellow's enterprise security foundation

The Global Relay integration sits on top of the same governance controls Fellow already gives regulated firms:

• Zero-Day Retention (ZDR) — meeting data isn't retained beyond what's needed to archive it

• Admin-controlled API access — only workspace admins can enable or manage the feed

• Transcript redaction — remove sensitive names, account numbers, or NPI before archiving

• Consent capture controls — document participant consent alongside the record

• Botless recording — Fellow captures audio natively on desktop and mobile, so no visible bot joins client-facing calls