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Fellow

Fellow helps managers and their teams have the best 1‑on‑1s, team meetings, and so much more...

How IdentityCheck works with Fellow

A Brief Description of Fellow

Fellow is a powerful tool for team collaboration, meeting management, and productivity. It helps teams stay organized by providing features like meeting agendas, note-taking, action items, and more. With Fellow, teams can enhance their productivity and ensure that every meeting is effective and actionable.

Uses for Fellow Users for ID Checks

Integrating IdentityCheck with Fellow can provide numerous benefits, especially when it comes to verifying the identity of meeting participants or new team members. This integration can ensure that all participants are who they say they are, providing an extra layer of security. Some possible uses include:

  • Onboarding New Employees: Verify the identities of new hires during the onboarding process to secure your team’s information.
  • Client Meetings: Ensure that the people attending your meetings are the legitimate clients, maintaining confidentiality and trust.
  • Consultant Verification: Authenticate external consultants or contractors before allowing access to sensitive information during collaborative sessions.

How to Set Up IdentityCheck with Fellow

  1. Create Accounts: Make sure you have active accounts on both IdentityCheck and Fellow.
  2. Visit Zapier: Go to the Zapier website and log in to your account.
  3. Find the Integration: Search for the Fellow and IdentityCheck apps in the Zapier app directory.
  4. Create a New Zap: Click on “Make a Zap” and choose IdentityCheck as the trigger app, selecting the appropriate trigger event, such as a new ID verification request.
  5. Connect Fellow: Choose Fellow as the action app and select the desired action, such as creating a new meeting agenda or adding a note.
  6. Authorize Accounts: You’ll need to authorize both IdentityCheck and Fellow accounts to be used by Zapier.
  7. Test the Integration: Make sure to test the integration to ensure that it works seamlessly.
  8. Activate: Once tested, activate your Zap to start using the integration.

How to Use ID Verification in Fellow through Zapier

  1. Initiate ID Check: Whenever you need to verify someone’s identity, trigger an ID check through IdentityCheck.
  2. Automate Actions in Fellow: Based on the verification result, Zapier will automatically perform the designated action in Fellow, such as adding a verified tag to the participant’s name, creating a note, or setting up a follow-up action item.
  3. Monitor and Manage: Keep track of verification results and subsequent actions within Fellow for better organization and management.
  4. Review and Update: Periodically review the integration to ensure that all settings and actions are aligned with your team’s requirements and update them as needed.

By leveraging the integration of IdentityCheck with Fellow via Zapier, you can streamline and secure your meeting processes, ensuring that your team collaborates effectively while maintaining the highest standards of safety through robust ID verification.

About Fellow
Fellow helps managers and their teams have the best 1‑on‑1s, team meetings, and so much more...