Automatically share meetings

To share meetings with the same people every time, put them in a folder with auto-add rules. Everyone in the folder sees each meeting as soon as it finishes, whether or not they were invited to it.

Set it up

1. Select + next to Folders in the sidebar and name the folder.
2. Add people: add the people, teams, or your whole workspace, and choose their access.
3. Auto-add meetings: choose every meeting to share everything, or matching meetings and add rules, such as meetings with a certain tag or with people from a customer's domain. Then choose whose meetings the rules add: everyone in the folder, or only specific people.
4. Select Create folder.

From then on, new meetings that match are added to the folder as they finish, and everyone in it can see them.

Examples

• Share customer calls with the sales team: add the Sales team, choose matching meetings, and add a rule for meetings with people outside your company.
• Share everything with your workspace: add your workspace and choose every meeting.
• Share a project's meetings with the project team: add the team, choose matching meetings, and add a rule for meetings tagged with the project's tag.

Things to know

• Rules add new meetings only. When you set them up, Circleback shows your past meetings that match, and you choose which to add.
• If you want other people's meetings added too, turn that on when you add them. Unless you're a workspace admin, they get an invitation first, since it shares their meetings with the folder.
• Meetings tagged 1:1, Personal, or Sensitive stay out of shared folders by default. See privacy rules.
• To stop sharing one meeting, take it out of the folder, or move it to Private so rules won't add it again.