Circleback Support

Account and setup

Connect your calendar Meeting joining preferences Sharing preferences Email preferences Connect your email Customize meeting participant Add custom vocabulary Enable Circleback for a Microsoft organization Change account email Export your account data Troubleshoot missing emails Delete your account

Switch to Circleback

Getting started with recording Configure whether meeting recordings are saved

Share a meeting Tag meetings Add your own notes Automatic meeting tagging Download meeting recording Delete a meeting Meeting languages Edit meeting notes Import a meeting Copy meeting notes or transcript Update meeting participant names Share meeting moments Leave comments on a meeting Create a meeting clip Select and take action on multiple meetings Claim meeting ownership

Getting started with automations Automatically share meetings with your workspace Generate insights with AI Run automations for past meetings Share an automation Enable automations for your workspace Export meeting data with webhooks Run automations for external meetings

Ask Circleback Assistant Use Assistant on mobile Use Assistant in Slack

Workspace and teams

Add people to your workspace Teams Deactivate a workspace member Update workspace roles Default and enforced workspace settings Data retention settings Usage dashboard Update workspace details Add multiple domains to your workspace Create a workspace

Update plan Update payment method Consolidate workspace billing Find past invoices and receipts Receive email receipts Transfer billing ownership Referrals Cancel subscription Switch to invoice billing Add seats by invoice Update billing information

Security Enable HIPAA compliance

Circleback API Circleback MCP Circleback CLI

Getting started with automations

How automations work, what you can do with them, and how to get started

Automations automatically perform actions after your meetings–like sending notes to Slack, updating your CRM, or extracting details from a call.

How they work

Every automation has two parts:

Conditions (when to run): filter by tags, meeting name, participants, invitee emails, invitee email domains, or number of invitees. You can combine conditions with "and"/"or" logic. If you don't set any conditions, the automation runs after every meeting.
Actions (what to do): one or more things that happen after the meeting. You can chain multiple actions in a single automation.

Available actions

Generate insights with AI
Share meeting
Send webhook request
Send notes to Slack
Update Notion
Create issues in Linear
Update HubSpot
Update Salesforce
Update Attio
Update Zoho contacts
Create items in monday.com
Send notes to Zapier

Creating an automation

Select Automations from the left and click New automation.
Add conditions to limit which meetings trigger the automation, or leave it empty to run after every meeting.
Add one or more actions.
Give your automation a name and select Create.

By default, automations run automatically. You can also disable auto-run and trigger them manually, run them on past meetings, or share and enable them for your workspace.

Related articles

Automatically share meetings with your workspaceHow to use automations to share meetings with your workspace automatically Run automations for past meetingsView and manually run automations for past meetings Share an automationInstructions on how to share automations with your team Run automations for external meetingsSet automations to only run when someone from outside your team is invited