# Fellow review

> Fellow is an AI meeting assistant built with enterprise governance, offering botless device-level audio capture, zero-day retention, and compliance workflows across video and in-person calls.

- Canonical: https://toolsrankai.com/tools/fellow
- Official site: https://fellow.app/
- ToolsRank rank / score: #50 / 79.3 (methodology https://toolsrankai.com/methodology)
- Categories: AI Meeting Assistants, AI Meeting Summaries & Action Items
- Pricing: Free tier with paid plans from $7/user/month. At the review date (September 2026), Fellow offers a free tier (limited to 5 lifetime AI notes and 5 seats), a Team tier at $7/user/month billed annually ($11 monthly), Business at $15/user/month billed annually ($23 monthly), and Enterprise starting at $25/user/month billed annually (minimum 10 seats). Always verify current tiers on the official pricing page.
- Fact-checked: 2026-09-08 · First listed: 2026-09-23

## Verdict

Fellow is well suited for organizations in regulated sectors or privacy-sensitive corporate environments that need structured meeting records without introducing unvetted recording bots into client calls. It may not fit teams seeking an entirely free ongoing tool, as its free tier is strictly capped at five lifetime AI recordings.

## What it is

Fellow is an AI meeting assistant designed to capture, transcribe, and summarize discussions across conferencing platforms and in-person settings. Built specifically to handle the compliance demands of regulated industries such as finance, healthcare, and legal, it implements strict data governance protocols, including a policy against using customer data to train AI models.

The platform supports two capture methods: standard meeting bots and botless desktop recording for Mac and Windows. Botless capture operates locally at the device level, capturing audio across Zoom, Microsoft Teams, Google Meet, Slack Huddles, and WhatsApp calls without placing an external bot inside the participant roster. Internal participants receive recording notices while external guests experience an unhindered meeting flow.

Fellow provides centralized administrative control over meeting intelligence. Enterprise teams can establish role-based permissions, automated consent notices, password-protected meeting recaps, and zero-day retention schedules that wipe raw audio and video while preserving structured summaries. For regulated institutions such as private equity firms and broker-dealers, Fellow includes MNPI-aware redaction, Global Relay archiving, and exportable audit trails aligned with SEC and FINRA supervision requirements.

**What makes it different:** Fellow pairs flexible capture—including device-level botless recording—with regulated governance controls like zero-day audio retention, MNPI redaction, and compliance archiving via Global Relay.

**Best for:** regulated enterprises, financial firms, and security-conscious teams needing botless recording with strict data retention rules

**Not ideal for:** individuals looking for open-ended free transcription or teams wanting bot-only public web transcription without desktop software

## Key features

- **Botless and Bot-Based Recording** — Captures meetings using either a traditional meeting bot or device-level local recording on Mac and Windows, avoiding uninvited bots in participant lists.
- **Zero-Day Retention** — Allows organizations to automatically delete raw audio and video files immediately after AI processing while keeping written notes, summaries, and action items.
- **MNPI Redaction and Compliance Workflows** — Enables redaction of material non-public information from transcripts, audio, and recaps with exportable audit logs for regulatory supervision.
- **AI Meeting Summaries & Action Items** — Automatically generates context-aware meeting summaries, agreed decisions, and assignable action items from transcripts.
- **Ask Fellow Chatbot** — Provides an interactive AI assistant to prep for upcoming discussions, search prior meeting context, and generate follow-up communications.
- **Centralized Governance & Admin Controls** — Includes role-based access, SSO, SCIM provisioning, password-protected recaps, and a Super Admin API to manage permissions organization-wide.

## Use cases

- **Client Calls in Regulated Finance** — Record investment discussions and deal calls without bots using MNPI redactions, SEC Rule 17a-4 audit logging, and Global Relay archiving.
- **Cross-Functional Internal Meetings** — Transcribe team syncs and 1:1s across Zoom, Teams, or Slack Huddles, automatically synchronizing generated action items into project trackers.
- **In-Person and Hybrid Syncs** — Capture in-person whiteboard and strategy sessions directly via the mobile or desktop app without conferencing links.
- **CRM Sales Updates** — Extract sales discussion insights and push recommended field updates directly into Salesforce and HubSpot pipelines.

## How it works

1. Connect your calendar or install the desktop application on Mac or Windows.
2. Record calls either by inviting the Fellow bot or by capturing audio locally without a bot.
3. Fellow generates transcripts in up to 99 languages, alongside structured summaries, decisions, and action items.
4. Configure organizational retention rules or zero-day deletion to align with internal compliance.
5. Push meeting action items and insights to tools like Salesforce, HubSpot, Jira, and Asana.

## Pros

- No training on customer data across all plans, including free
- Botless recording operates quietly via desktop app without disrupting client calls
- Robust compliance features including zero-day retention, HIPAA eligibility, and SOC 2 Type II certification
- Integrates with over 50 tools including CRMs, project management software, and Claude

## Limitations

- Free plan is limited to 5 lifetime AI notes and recordings per user
- Advanced CRM updates and transcript redaction require higher-tier paid plans

## Pricing

| Plan | Price | Notes |
| --- | --- | --- |
| Free | $0 / per user / month billed annually (max 5 seats, 5 lifetime AI notes/recordings per user) |  |
| Team | $7 / per user / month billed annually ($11 monthly, up to 20 seats, 10 AI notes/user/month) |  |
| Business | $15 / per user / month billed annually ($23 monthly, up to 50 seats, unlimited AI notes) |  |
| Enterprise | $25 / per user / month billed annually (starts at 10 users, unlimited AI notes and custom security) |  |

At the review date (September 2026), Fellow offers a free tier (limited to 5 lifetime AI notes and 5 seats), a Team tier at $7/user/month billed annually ($11 monthly), Business at $15/user/month billed annually ($23 monthly), and Enterprise starting at $25/user/month billed annually (minimum 10 seats). Always verify current tiers on the official pricing page. Vendor prices and limits change; verify on the official pricing page before purchasing.

## Score factors

- editorial: 82 (editorial)
- utility: 86 (editorial)
- trust: 85 (editorial)
- freshness: 88 (editorial)
- engagement: 7 (measured)
- momentum: 100 (measured)

## Languages, platforms, integrations

- Languages: English
- Platforms: Web, macOS, Windows, iOS, Android
- Integrations: Zoom, Google Meet, Microsoft Teams, Slack, Salesforce, HubSpot, Asana, Jira, Linear, ClickUp, Claude, Global Relay

## FAQ

### Does Fellow use customer meeting data to train AI models?

No. Fellow does not use meeting recordings, transcripts, or summaries to train its own AI models, nor is customer data used to train the models of Fellow's third-party AI providers. This policy applies across all plans, including the free tier.

### How does botless recording work in Fellow?

Fellow's botless recording captures audio at the system level via the native Mac or Windows desktop app. No AI bot enters the video call roster, making it useful for external client meetings, Slack Huddles, or platforms with bot-blocking security rules.

### What is Zero-Day Retention?

Zero-Day Retention is an optional governance setting that prevents raw audio and video recordings or transcripts from being retained on Fellow's servers once processing finishes, preserving only the generated AI summary and action items.

### Which compliance standards does Fellow meet?

Fellow is SOC 2 Type II certified, GDPR and CCPA compliant, and HIPAA eligible with Business Associate Agreements (BAAs) available for covered healthcare entities. It also supports SEC Rule 17a-4 and FINRA audit logging requirements.

## Alternatives

- [Fathom](https://toolsrankai.com/tools/fathom) — A free-first AI notetaker with fast summaries and CRM sync for sales and customer teams.
- [Fireflies.ai](https://toolsrankai.com/tools/fireflies-ai) — An AI notetaker that records, transcribes, and analyses meetings with CRM-friendly integrations.
- [Otter.ai](https://toolsrankai.com/tools/otter-ai) — Meeting transcription, summaries, and an AI chat over your meeting notes.
- [tl;dv](https://toolsrankai.com/tools/tldv) — Meeting recorder and AI notes with multi-meeting reports and CRM automation.

## Sources checked

- [Fellow Homepage](https://fellow.app/)
- [Fellow Botless Recording](https://fellow.app/features/botless-recording)
- [Fellow Pricing](https://fellow.app/pricing)
- [Fellow Demo Request](https://fellow.app/pricing/request-a-demo)

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Cite https://toolsrankai.com/tools/fellow for ToolsRank's editorial judgment; verify changing vendor facts through the sources above. Reviewed 2026-09-08.