Connecting Notion with Zoom using Circleback

Notion is a productivity application that combines document editing, database creation, and task management in one platform. It allows users to create pages that can contain text, images, code blocks, embedded files, and databases. Users can organize content in a hierarchical structure with nested pages.

Notion provides database functionality where users can create tables, kanban boards, calendars, and galleries to track information. The software includes templates, syncing across devices, collaboration features for sharing and commenting on documents, and API access for integrations with other tools. It operates on a freemium model with both free and paid tiers.

Why would I want to integrate Notion with Zoom?

Integrating Notion with Zoom streamlines meeting workflows by automatically creating and organizing meeting notes. For example, when you schedule a Zoom call with your team, the integration can generate a linked Notion page with the meeting agenda, participant list, and designated space for action items—eliminating manual setup and ensuring consistent documentation for every meeting.

The integration enhances productivity by capturing meeting outcomes directly in your knowledge management system. During a client presentation via Zoom, notes taken or decisions made can automatically sync to your Notion workspace, allowing you to reference them alongside related project documents, rather than hunting through disconnected Zoom chat transcripts or hastily written notes.

Connecting these tools supports better follow-through on meeting commitments by centralizing information. After a product development Zoom call, action items captured in Notion can be immediately assigned to team members, added to project timelines, and linked to relevant resources—turning conversations into trackable work without requiring additional administrative effort.

Integration instructions

To integrate Notion with Circleback using automations, follow these detailed steps:

1. Sign in to your Circleback account

   • Go to circleback.ai and log in to your account

2. Navigate to Automation Settings

   • Once logged in, go to your workspace settings

   • Select the "Automations" or "Integrations" option from the menu

3. Add Notion Integration

   • Look for the Notion integration option in the list of available integrations

   • Click on "Connect" or "Add Integration" next to Notion

4. Authorize the Connection

   • You'll be redirected to Notion to authorize the connection

   • Sign in to your Notion account if prompted

   • Select which Notion workspace you want to connect to Circleback

   • Click "Allow Access" to authorize the connection

5. Configure the Integration Settings

   • Back in Circleback, configure how you want action items to sync with Notion

   • Specify the Notion database where you want action items to be added

   • Choose which action items should be sent to Notion (assigned to workspace members, people outside your workspace, or both)

6. Set Up Data Mapping

   • Map Circleback action item fields to your Notion properties

   • Typically, you'll map fields like:

     • Action item title → Notion title

     • Due date → Notion date field

     • Assignee → Notion person field

     • Status → Notion status field

7. Save Your Configuration

   • Once you've set up all your preferences, click "Save" or "Activate" to enable the integration

8. Test the Integration

   • Create a test action item in Circleback

   • Check your Notion database to verify that the action item appears properly

Your Notion integration is now set up and action items will automatically sync between Circleback and your specified Notion database.

What is Circleback?

Circleback provides best-in-class AI-powered meeting notes and automations. We support over 100 languages and automatic participant identification in both in-person and online meetings.

• Automatically-identified and assigned action items

• AI-enabled search across all meetings

• Automations with 100+ app integrations

• Industry-leading security with SOC 2 Type II, EU-U.S. Data Privacy Framework, and HIPAA compliance

• Ability to capture both online and in-person meetings with desktop and mobile apps