sales-fellow

What this skill does

# 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 REST endpoints at developers.fellow.ai — JSON responses with transcript text, speaker timestamps, agendas, metadata
5. Flags user-scoped keys — for team-wide ingestion, each user needs their own 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/sec