sales-skills/sales-fellow

Fellow Platform Help

Step 1 — Gather context

If references/learnings.md exists, read it first for accumulated Fellow knowledge.

1. What are you trying to do?

   • A) Configure Fellow workspace/plan or understand pricing tiers
   • B) Build a backend integration (REST API, webhooks, Zapier)
   • C) Troubleshoot AI notes, action items, or transcript issues
   • D) Set up CRM sync (HubSpot/Salesforce) or project management integrations
   • E) Troubleshoot bot-based or bot-free recording
   • F) Evaluate Fellow vs alternatives — route to /sales-note-taker

2. Which Fellow plan?

   • A) Free (5 AI notes + 5 AI recordings lifetime)
   • B) Team ($7/user/mo annual) — 10 AI notes/recordings per user/month, API access
   • C) Business ($15/user/mo annual) — unlimited AI, CRM sync, keyword tracking
   • D) Enterprise ($25/user/mo annual) — analytics, redaction, provisioning

3. If integrating, what's the destination?

   • A) CRM (HubSpot, Salesforce)
   • B) Project management (Jira, Asana, Linear, Monday, Notion, Confluence)
   • C) Data warehouse or internal system (via API)
   • D) Slack / notifications
   • E) Zapier / n8n automation

Skip-ahead rule: if the user's prompt already has enough context, skip to Step 2.

Step 2 — Route or answer directly

| User situation | Route to | |---|---| | "Fellow vs Fathom vs Fireflies — which should we pick" | /sales-note-taker {question} | | "Review this Fellow recording and score it" | /sales-call-review {question} | | "Build a coaching program using Fellow recordings" | /sales-coaching {question} | | "Generic Zapier/Make/n8n workflow patterns" | /sales-integration {question} | | Anything Fellow-platform-specific (API, pricing, CRM sync, bot behavior, templates) | Stay here |

When routing, use the exact command: /sales-{skill} {user's original question}.

Step 3 — Fellow platform reference

Read references/platform-guide.md for the full platform reference — modules, pricing tiers, integrations, plan-gated features, recording modes, template system.

Read references/fellow-api-reference.md for API docs — authentication, endpoints, audit logging, security model.

Answer using only the relevant section. Don't dump the entire reference.

Step 4 — Actionable guidance

Once you have the relevant reference content:

1. For API questions — note that API requires Team+ plan, admin must enable in Workspace Settings > Security, each user creates their own key in User Settings > Developer Tools. Keys are user-scoped (same access as in-app).
2. For CRM sync — requires Business+ plan. Fellow auto-suggests CRM fields from meeting context. Native HubSpot/Salesforce sync; other CRMs via Zapier.
3. For recording mode questions — Fellow supports both bot-based (structured meetings, video playback) and bot-free (external calls, ad-hoc, in-person). Bot-free requires desktop app install. Bot-free has NO automated disclosure for external participants.
4. For template questions — 500+ templates exist but discovery is poor. Recommend pinning 3-5 org-wide templates (Business+) rather than browsing the full library.

If you discover a gotcha, workaround, or tip not covered in references/learnings.md, append it there with today's date.

Gotchas

Best-effort from research — review these, especially items about plan-gated features and integration gotchas that may be outdated.

• Free plan is extremely limited. 5 AI notes + 5 AI recordings for the lifetime of the account — not per month. Effectively a trial, not a usable free tier.
• Bot-free recording has no automated participant disclosure. Unlike bot-based mode (where the bot's presence signals recording), bot-free gives no notification to external participants — potential liability in two-party consent jurisdictions.
• Zapier triggers often require manual kickoff. The integration doesn't auto-trigger for all events — some Zaps need a manual push. Options are limited compared to native API.
• CRM sync is Business+ only ($15/user/mo). HubSpot and Salesforce native sync. AI-powered CRM field updates are Enterprise-only ($25/user/mo).
• API keys are user-scoped. Each key only accesses data the user can see in Fellow's UI. No workspace-wide admin key. For team-wide pipelines, each user must create their own key.
• Transcript export is buried. AI notes and agenda export are in the meeting view, but raw transcript export is in a separate menu. Not obvious on first use.
• AI action items miss or hallucinate. Multiple reviewers report the AI creates false action items from questions or discussion points, and misses actual commitments. Review AI-generated items before sharing.

Related skills

• /sales-note-taker — Picking a note-taker (Fathom vs Fireflies vs Avoma vs Gong vs Otter vs Fellow vs Grain vs Sembly vs Read.ai) and cross-vendor integration patterns
• /sales-call-review — Review a specific Fellow recording and score against MEDDPICC/SPIN/Challenger
• /sales-coaching — Use Fellow recordings in coaching programs
• /sales-integration — Zapier/Make/n8n workflows to move Fellow data to other tools
• /sales-do — Not sure which skill to use? The router matches any sales objective to the right skill. Install: npx skills add sales-skills/sales --skill sales-do -a claude-code -y

Examples

Example 1: CRM sync not working

User says: "I set up Fellow but meeting notes aren't pushing to our HubSpot — what's wrong?" Skill does:

1. Confirms the user is on Business+ plan (CRM sync is plan-gated)
2. Checks if HubSpot integration is connected in Fellow workspace settings
3. Walks through the auto-suggest flow — Fellow identifies deal updates, contact notes, next steps and suggests CRM fields
4. Notes that AI-powered CRM field updates (auto-fill without review) require Enterprise tier Result: Identifies the plan gate or configuration gap preventing sync.

Example 2: Building a transcript pipeline via API

User says: "I want to pull all Fellow transcripts into our data warehouse automatically" Skill does:

1. Confirms Team+ plan (API access required) and admin has enabled Developer API
2. Walks through key creation in User Settings > Developer Tools
3. Recommends Zapier triggers for agendas/AI notes/transcripts as the simplest path (Business+)
4. For custom builds, points to the REST API at https://{subdomain}.fellow.app/api/v1/ (auth via X-API-KEY header; docs at developers.fellow.ai) — POST /recordings, POST /notes, POST /action_items return JSON with transcript text, AI notes, action items, and metadata; or wire up Svix-signed webhooks (ai_note.generated) for push delivery
5. Flags user-scoped keys — for team-wide ingestion, each user needs their own key. Rate limits are 3 req/sec and 10,000 req/day per key Result: Clear path from plan check to working pipeline architecture.

Example 3: Bot keeps joining external calls

User says: "Fellow's bot is joining calls with prospects and it's awkward — can I stop it?" Skill does:

1. Explains bot-based vs bot-free recording modes
2. Recommends bot-free for external/prospect calls — records locally without a visible bot
3. Warns that bot-free requires desktop app install and has no automated disclosure
4. Suggests setting bot-based for internal meetings only, bot-free for external Result: Recording mode configured per call type with compliance awareness.

Troubleshooting

AI action items are wrong or missing

Symptom: Fellow generates action items that weren't discussed, or misses actual commitments Cause: The AI infers action items from conversation patterns — questions and hypotheticals can be misinterpreted as commitments Solution: Review AI-generated items before sharing. Edit or delete false ones. For critical meetings, supplement with manual action items in the agenda. The Business+ plan's structured templates help anchor the AI to actual agenda items.

Can't find transcript export

Symptom: AI notes and agenda export fine, but can't find the raw transcript Cause: Transcript export is in a different menu than AI notes export Solution: From the meeting view, look for a separate transcript tab/section — it's not co-located with the AI notes export button. The REST API (https://{subdomain}.fellow.app/api/v1/, docs at developers.fellow.ai) provides programmatic access to transcripts in JSON via POST /recordings or POST /notes with the include flags if the UI export is too clunky.

Zapier automation not triggering

Symptom: Fellow Zap is set up but doesn't fire when meetings end Cause: Some Fellow Zapier triggers require manual action rather than auto-firing Solution: Check if your specific trigger type (agenda, AI notes, transcript) supports automatic execution. For reliable automation, consider the Fellow REST API directly (Team+ plan) or n8n's Fellow integration. Zapier is available on Team, Business, and Enterprise plans.