AI Assistant, Partner

AI Assistant, Partner

Open Connector for

Fellow

Virtual meetings are modernizing the scope of workplace conversation, collaboration, and commitment. When focus is best saved for the discussions at hand, AI meeting agents can handle the laborious transcription behind the business.

With Global Relay Open Connector for Fellow, firms can close the recordkeeping gap for AI-assisted meeting intelligence by automatically capturing and structuring their Fellow data. Compliance and legal teams gain full visibility into meeting-derived notes, summaries, and analysis, with powerful eDiscovery and surveillance capabilities to manage this data in Global Relay Archive.

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Key Differentiators

What is Global Relay Open Connector for Fellow?

Global Relay Open Connector for Fellow enables regulated organizations to automatically capture and archive Fellow’s AI-generated meeting intelligence—including transcripts, summaries, notes, and action items—in compliance with MiFID II, FINRA Rule 4511, and SEC Rule 17a-4. By routing Fellow’s meeting data directly into Global Relay Archive, firms can meet recordkeeping obligations for their AI-assisted communications, reduce legal and reputational risk, and support eDiscovery and information governance workflows: all without manual export or compliance gaps.

What are the key benefits of Global Relay Open Connector for Fellow?

Fellow captures the decisions, commitments, and conversations that drive business, and with Global Relay, those records are automatically preserved in a regulator-ready archive. For financial services firms, this means AI meeting intelligence can now meet the same high recordkeeping standards as email and chat, closing a widening compliance gap as AI tools continue to transform the modern workplace. As AI-generated meeting records become a core layer of organizational knowledge, Global Relay Open Connector for Fellow provides a secure archiving solution to keep capture, insight, retrieval, and compliance seamless.

Key features of Global Relay Open Connector for Fellow

  • Centralized oversight: Centrally manage and supervise Fellow data alongside other digital communications for comprehensive oversight and auditability.
  • Enhanced search functionality: Effortlessly search and retrieve archived Fellow data using intuitive filters, keywords, user handles, timestamps, and date ranges.
  • Efficient eDiscovery: Utilize powerful eDiscovery tools for efficient data retrieval and analysis.
  • Advanced monitoring: Utilize cutting-edge AI technology and analytics within Global Relay Archive to monitor and track archived Fellow data.
  • Secure data capture: Securely capture data directly from Fellow’s API, including company-generated content and interactions.
  • One integrated platform: Our proprietary solution is built for security, scalability, and resilience. There are no dependencies on third-party technologies
  • Scalable: Our infrastructure holds petabytes of data for some of the largest financial institutions
  • Data integrity checks: Constant integrity checks in place with a fully resilient archive to ensure complete data set is being reviewed for reportable events
  • AI driven to reduce false positives: Auditable AI within intuitive platform to create customized AI models with transparent accuracy results
  • Best-in-class support: 24/7/365 support through phone, email, and web
  • Meeting transcripts
  • AI-generated meeting summaries and notes
  • Action items and assigned tasks
  • Participant details and meeting metadata
  • Timestamps, recording references, and associated file attachments
  • Must have an active Fellow workspace with admin access enabled
  • Enable the Global Relay integration within Fellow’s admin settings
  • Complete Fellow’s Global Relay Enrolment Setup using Connector Information provided by Global Relay

Capture Your Fellow Data