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

Integrate with Slack Integrate with Notion Integrate with Linear Integrate with HubSpot Integrate with Salesforce Integrate with Attio Integrate with Zoho Integrate with monday.com Integrate with apps using Make Integrate with apps using Zapier

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

Integrations

Connect apps to have Circleback update them with automations

Integrate with SlackCreate an automation to send meeting outcomes to a Slack channel Integrate with NotionCreate an automation to send meeting outcomes to a Notion page or database Integrate with LinearUse automations to create issues in Linear Integrate with HubSpotCreate an automation to update contacts and deals on HubSpot with meeting outcomes Integrate with SalesforceCreate an automation to update contacts and opportunities on Salesforce with meeting outcomes Integrate with AttioCreate an automation to update people, companies, and deals on Attio with meeting outcomes Integrate with ZohoCreate an automation to update contacts in Zoho with meeting outcomes Integrate with monday.comCreate an automation that writes action items to a monday.com board Integrate with apps using MakeUse automations to send data to Make and integrate with thousands of apps, including Asana, Google Drive, Affinity, Jira, and more Integrate with apps using ZapierUse automations to send data to Zapier and integrate with thousands of apps, including Asana, Google Drive, Affinity, Jira, and more