Slack integration
Circleback posts meeting notes and action items to a Slack channel after every meeting.
Plan: Every plan, including Free
How it works
- 1Open Automations in Circleback and select New automation.
- 2Run it after every meeting, or only for meetings that match tags, meeting name, participants or invitee email domains.
- 3Choose Slack, connect your workspace and pick a channel.
- 4Choose what to send: meeting notes, action items or both.
- 5Save. The recap posts to the channel after each matching meeting.
What you can do with Slack
- Post notes and action items to a channel after each meeting.
- Record Slack huddles in the channels Circleback is a member of.
- Mention @Circleback or message the app to ask about meetings, share them or add tags.
Frequently asked questions
Can Circleback post to a private Slack channel?
Yes. Add the Circleback app to the private channel first, then pick that channel in the automation.
Can different meetings go to different channels?
Yes. Create one automation per channel and give each its own conditions, for example customer calls to a sales channel and standups to an engineering channel.
Can Circleback record Slack huddles?
Yes. Connect Slack huddles in Settings → General, and Circleback joins huddles in the channels it's a member of. Each huddle gets notes, action items and a transcript.
Can I ask Circleback questions from Slack?
Yes. Mention @Circleback in a channel or send a direct message to the Circleback app, for example "@Circleback what did we decide about the pricing update?"
Is the Slack integration free?
Yes. Slack automations are included on every plan, including Free.