Copper + Fellow
Create Copper activities from new Fellow ai notes
When a new AI note is generated in Fellow, this workflow effortlessly creates a corresponding activity in Copper. It's an ideal solution for teams seeking to merge Fellow's AI insights with their tasks in Copper, without the need for manual intervention. This process ensures a streamlined management of notes, boosting productivity and operational efficiency.
When a new AI note is generated in Fellow, this workflow effortlessly creates a corresponding activity in Copper. It's an ideal solution for teams seeking to merge Fellow's AI insights with their tasks in Copper, without the need for manual intervention. This process ensures a streamlined management of notes, boosting productivity and operational efficiency.
- When this happens...New AI Note
Triggers every time an AI Note is generated or re-generated, including uploads
- automatically do this!Create Activity
Logs a new Activity on a Person, Company, Opportunity, or Lead.
- Free forever for core features
- 14 day trial for premium features & apps
Action Item Completed
Triggers when an action item is completed.
Try ItAction Item Assigned to Me
Triggers when an action item is assigned to you.
Try ItNote Sent to Zapier
Manually triggered within Fellow from the "Send Notes" menu, available in every note.
Try ItStream IDRequired
Talking Point TextRequired
Talking Point Status
