Move your team from Fathom to Fellow.
Each person gets a short interview, then a personalized step-by-step guide showing exactly where their saved work, prompts, and projects land in Fellow — and the few things that need a manual step, walked through. You send one invite; nobody becomes the help desk, and nothing in Fathom is changed or cancelled. Want to see where you’re paying for both first? Run the free audit.
Fellow's AI meeting notes and Fathom's AI summaries do the same job: both auto-generate a structured post-call write-up (summary, decisions, action items) and both let you shape the output per meeting type with templates. To consolidate onto Fathom, recreate each Fellow note template as a Fathom summary template: Fathom ships 15+ (Team Edition exposes 17) built-in templates including General/Enhanced plus sales frameworks (BANT, Sandler, SPICED, MEDDPICC), customer success, demo, one-on-one, interview, retrospective, and project update, and Premium/Team users can set per-template custom instructions ('Apply to Future Summaries'). After each call Fathom writes the summary and action items automatically, replacing Fellow's post-meeting summary + suggested action items + topic-based minutes. Keep Fathom; cut Fellow.
- Warning: Fathom's Free plan only runs advanced AI summaries (the full template library) on the first 5 calls per month — after that you fall back to the General/Enhanced template; unlimited templated summaries require Premium or above. Fellow's note caps differ (Free = 5 lifetime/user, Team = 10/user/month, Business/Enterprise unlimited), so map seats to the right Fathom tier so heavy note-takers don't hit the monthly cap.
- Warning: Fellow's AI action items can sync directly into project-management tools (Asana, Monday, Jira, Linear, ClickUp) as tracked tasks with owners/due dates (see node:fellow/action-items); Fathom centers action items inside the summary and its CRM sync rather than that PM-tool task push, so if your workflow depends on auto-created Jira/Asana tasks, plan a replacement (e.g. a Zapier/automation step) before cutting Fellow.
- Warning: Non-English summary translation in Fathom (Spanish, Portuguese, German, French, Italian, Dutch) is a Team Edition feature, whereas Fellow markets broad multilingual notes more widely; if non-English summaries matter, confirm the Fathom tier covers your languages.
- Warning: Before cancelling, export any Fellow notes you need to keep (Export as Word Doc / Google Doc, or email/Slack), since the summary text itself is not migrated into Fathom and export can be disabled by a workspace admin.
Fellow and Fathom are the same kind of tool: both auto-join your calendar to record and transcribe Zoom, Google Meet, and Microsoft Teams, and both produce a speaker-labeled, timestamped, searchable transcript for every call. A team already on Fathom can drop the standalone Fellow seats and capture everything in Fathom instead: connect Fathom to the same Google/Microsoft calendar so its notetaker auto-joins the meetings Fellow used to, and let Fathom transcribe post-call. For calls you don't want a visible bot in, use Fathom's bot-free desktop app (the Fathom 3.0 capture mode) the same way you used Fellow's botless desktop capture. Before turning off Fellow, bulk-export the Fellow recordings/transcripts you must retain — from a meeting's video view, the top-right export gives you the video, the transcript, or the full recap, and notes can also be pushed out as a Word Doc or Google Doc — because cancelling Fellow does not migrate that back-catalog into Fathom. Keep Fathom; cut Fellow.
- Warning: Fellow exports per meeting (one-click video / transcript / recap, or Export as a Word Doc / Google Doc), not as a single bulk archive — and a workspace admin can disable the download option entirely, so confirm export is enabled and budget time to pull the back-catalog before you cancel, since Fathom will not import Fellow's history.
- Warning: Fellow's bot-free desktop capture runs on both Mac and Windows; Fathom's bot-free desktop app is fully live on macOS but the Windows build is still in gradual rollout (the what's-new changelog lists it under 'Coming Soon' even though a Windows download link exists), so verify the Windows app is available to your PC users before relying on bot-free mode across the team.
- Warning: Fellow advertises automatic detection and transcription across 99 languages with no manual selection; if your team relies on heavy multilingual transcription, validate Fathom's language coverage and accuracy on your actual call languages before cutting over.