Fellow

Learn how to configure Fellow's user settings so your AI note-taker, integrations, and notifications actually work the way you do. In this Office Hours session, Fellow's product marketing manager Emily and customer success manager Shane Bodie walk through the full map of user settings, then go deep on the two areas with the most day-to-day impact: Note-Taker and Apps & Integrations. What you'll learn: The difference between user settings (what you control individually) and workspace settings (what your admin controls for the whole team) The 7 areas that make up user settings, and what lives in each one How to choose between bot, botless, and Zoom native capture as your preferred recording method Why auto record always uses the bot regardless of your preferred recording method setting Why some settings appear grayed out or locked, and what that means if you're on an Enterprise plan How voice matching auto-assigns speaker names using collected audio samples How Ask Fellow memories work, both what you explicitly tell it to remember and what it picks up naturally over time How to configure the pre-meeting brief, including timing options from 15 minutes to 3 days before a meeting How to control who receives an email recap after a meeting is transcribed How Fellow's integrations work at the user level instead of the admin level, and how to connect tools like Slack, Notion, HubSpot, and your calendar How to connect Claude and ChatGPT to Fellow via API and MCP Use cases demonstrated: Switching between bot, botless, and Zoom native capture as a recording method Turning on voice matching for hybrid and in-person meetings Setting up a pre-meeting brief on a recurring meeting Connecting an integration like Notion or HubSpot from Apps & Integrations Locating the API and MCP connection docs for linking Fellow to Claude or ChatGPT Chapters: 00:00 – Welcome and housekeeping 02:05 – What are user settings vs. workspace settings 03:15 – Overview of the 7 user settings areas 05:12 – Note-Taker: preferred recording method (bot vs. botless vs. Zoom native) 07:18 – Why some options appear locked (Enterprise admin controls) 08:14 – Voice matching explained 09:52 – Ask Fellow memories explained 11:49 – Pre-meeting brief setup 13:29 – Live Q&A: turning off the transcript tab 15:05 – Apps & Integrations overview 15:35 – Email AI meeting notes settings 17:00 – Connecting integrations (Slack, Notion, HubSpot, CRMs, calendar) 18:14 – API, MCP, and connecting Claude/ChatGPT to Fellow 19:57 – Live Q&A: Preferences settings (theme, calendar view, hidden events) 23:37 – Live Q&A: Notification settings 25:24 – Wrap-up and next session preview Bonus Q&A covers: Can you turn off the transcript tab and only keep AI meeting notes? (Not as a user setting — on Enterprise, admins can set deletion rules; on other plans, you can delete transcripts manually) Why are some settings grayed out? (Enterprise admins can lock preferences at the workspace level, so this is expected behavior, not a bug) Are integrations set up by admins or by individual users? (Most Fellow integrations live at the user level, unlike many other tools) How do you connect Claude or ChatGPT to Fellow? (Through API and MCP, with setup happening on the AI tool's side rather than inside Fellow) What does the exclude meetings by keyword setting do? (Hides specific meetings, like anything titled "OOO," from showing up in Fellow) How do notification settings work with Slack or Teams? (Some notifications are automatically routed to Slack or Teams once connected, and you can control which ones get emailed or pushed) Whether you're setting up Fellow for the first time or fine-tuning it after months of use, these user settings help you shape how the AI note-taker, your integrations, and your notifications work for you specifically.

Learn how to build, remix, and run custom Ask Fellow shortcuts to save time on the meeting tasks you do every week, from brag docs to auto-populated agendas. In this workshop, Fellow's product marketing manager Emily and customer success team lead Kate walk you through what shortcuts actually are, how to build your own from scratch, and real use cases you can start running today. What you'll learn: What Ask Fellow is and how custom shortcuts turn a one-off prompt into a repeatable, one-click action How to remix an existing shortcut in Fellow's library to make it your own Why more specific prompts produce dramatically better output than generic ones How to use shortcuts live during a meeting for real-time intelligence, like catching up if you join late or getting AI-suggested follow-up questions How to use Ask Fellow to write your shortcut's prompt for you, in plain language How to build a brag doc shortcut that pulls your wins and contributions from real meetings How to auto-generate a meeting agenda from past conversations and open action items How to scope Ask Fellow's context to a single meeting series or across all of your meetings How Fellow connects to Claude and ChatGPT via MCP for tasks like updating an agenda directly from an external LLM Use cases demonstrated: "What Did I Miss?" shortcut for catching up mid-meeting Smart follow-up questions and debate assistant/counter-perspective shortcuts during live calls Building a brag doc shortcut from scratch using Ask Fellow to draft the prompt Auto-generating a recurring meeting agenda based on prior sessions and open action items Manually creating a shortcut from a blank template Chapters: 00:00 – Introduction & housekeeping 01:58 – What is Ask Fellow, and what are custom shortcuts? 03:08 – The shortcuts library and how a shortcut works under the hood 04:29 – Remixing an existing shortcut 05:41 – Using shortcuts live during a meeting 09:07 – Building a custom shortcut from scratch using Ask Fellow 10:43 – Manually creating a shortcut 11:34 – Demo: running the brag doc shortcut 13:11 – Demo: auto-generating a meeting agenda 18:00 – Connecting Ask Fellow to Claude and ChatGPT via MCP 19:23 – Q&A Bonus Q&A covers: Can a shortcut pull from all of your meetings instead of just one series? (Yes — zoom out of a specific meeting to search across your full calendar) What's the best way to write a prompt in Ask Fellow? (Start with the end output you want, then ask Ask Fellow to help you refine the prompt) Are shortcuts limited by your subscription plan? (No limit on the number of shortcuts you can create) Can a shortcut auto-generate an agenda based on other meetings, not just the series it's scoped to? Can Fellow tell the difference between meeting notes and action items when attendees edit the agenda? Can shortcut output like a brag doc be automated to save to a file or send as an email? (Not yet — output requires manual export or send for review) Whether you're prepping for a one-on-one, running a daily standup, or getting ready for performance review season, Ask Fellow custom shortcuts help you turn your meeting data into exactly the output you need, one click at a time.