In this founder deep dive, Fellow CEO Aydin Mirzaee and Senior Product Manager Shannon Lochead share how Fellow helps teams securely manage AI notes across all meeting types, from sales calls to executive discussions, and sync key insights into HubSpot.
In this series, we talk with the founders and CEOs behind the top AI notetaking tools to learn how they’re built, what they do best, and how they fit into real sales and CS workflows.
In this video, we dive into Fellow with co-founder Aydin Mirzaee and Senior Product Manager Shannon Lochead.
Watch to see how Fellow supports everything from 1:1s to sales calls with flexible AI notes, CRM sync, and enterprise-grade privacy controls.
Fellow launched its original product in 2019, well before AI became standard in meeting tools. From the beginning, the team focused on helping companies run better meetings by supporting prep, live collaboration, and follow-ups. As AI tools emerged, Fellow rebuilt parts of the product to support note capture and full meeting workflows.
Fellow takes an all-in-one approach to meeting management. It’s built to support every kind of meeting, including one-on-ones, customer interviews, QBRs, and internal syncs. Teams of all sizes use Fellow, including organizations with more than 10,000 users.
With built-in meeting templates, customizable recaps, secure recording, and integrations with tools like HubSpot, Salesforce, Asana, and ClickUp, Fellow fits into a wide range of team workflows while giving users control over data and privacy.
One tool for all your meetings
Fellow helps you prep, record, summarize, and follow up on every type of meeting. It’s designed to be flexible across use cases, while giving you control over what gets shared and where.
AI summaries built to replace rewatching
Fellow’s summaries are written so clearly you often won’t need to watch the recording. Templates can be customized by meeting type or sales methodology, and are easy to adjust across your team.
Ask Fellow: AI insights across meetings
Ask questions like “What objections came up last week?” or “What did the customer say about pricing?” and Fellow will pull answers from across your meeting history with links to exact call moments.
HubSpot and task manager sync
Meeting notes and action items sync automatically into HubSpot and tools like ClickUp, Asana, and Notion. Reps can update fields without manual entry.
Privacy features and compliance support
Redact parts of a call. Pause recordings mid-meeting. Control visibility by meeting type or role. Fellow also supports HIPAA compliance and advanced retention settings.
Built-in coaching and feedback
Managers can track keywords like objections or competitor mentions, leave time-stamped comments, and use Fellow to support rep development across all calls.
Fellow is one of the most privacy-conscious tools in this space. It’s designed from the ground up to work across your entire organization, not just in a sales context. That means it needs to be trustworthy, configurable, and secure.
What makes it different:
→ Privacy controls like off-the-record toggles and redaction
→ Flexible meeting templates and internal sharing controls
→ Notes and tasks sync to most of the tools you already use, not just your CRM
→ Ask Fellow works across meetings to surface key insights
→ Used by organizations with thousands of users
One thing we loved:
The privacy features are exceptional. You can control how AI is used, pause or redact recordings, and share only what’s needed. It’s rare to see a tool with this level of flexibility and care for how data is handled.
Fellow offers a generous free plan so you can start using it across your meetings right away. If you care about privacy, clarity, and saving time across your team, it’s worth checking out. Visit fellow.app to get started or book a demo.