Starting today, when you update a participant's name in a recorded meeting, their voice will be saved and automatically identified in future meetings they're invited to.

Saving and automatic identification of participant voices is currently only available for meetings associated with a calendar event.

You can now set a custom image for the Circleback bot participant in your meetings. This setting is available on the team plan and can be updated from Settings → Account.

You can now see all results for search across meeting names, invitees, and specific moments or mentions of phrases in your meetings. Results can be narrowed down to just meetings or moments from the search results page.

As before, you can also ask a question or search by invitee emails and domains. For example, searching for "initech.net" would show all meetings you've had with someone with an @initech.net email address.

You can now receive the invoice and receipt for each payment in your inbox by enabling email receipts from Settings → Billing. As before, you can view and download past invoices and receipts by selecting Manage billing.

We've renamed Workflows to Automations to more clearly communicate what they do: automatically find and take action on specific details from meetings that matter most to you and your teams.

The functionality remains exactly the same–you can still create, update, and share automations as before.

You can now tag upcoming meetings by selecting … or right-clicking a meeting and selecting a tag. This also enables you to have the relevant workflows run once a meeting is done.

Once already tagged, automatic tagging will not apply additional tags to a meeting.

As part of this release, we've enabled managing tags for past meetings from the Meetings page, simply right-click a meeting and select a tag.

The meeting assistant is now resizable, simply drag the left border to adjust its width. We've also made copying responses easier, just select Copy in the bottom-right corner.

We've made it easier to share meetings with everyone on your team.

You can now add viewers to share access to meetings, action items, workflows, and insights. Viewers can be added to your team for free, though they cannot use Circleback for their own meetings.

To add a viewer, team admins can go to Settings → Team and select the viewer role when inviting a new person to the team.

You can now update the email address associated with your Circleback account from Settings → Account. This email is used for logging in and receiving communications.

We've added keyword search to meeting transcripts. From the Transcript tab of a meeting, you can now search your conversation and be brought instantly to the part you're looking for. Use ⌘ F (Ctrl F on Windows) to search and press Escape to clear your search. Click on a result to start playing the meeting from that point.

You can now use workflows to automatically share meetings with your team. To get started, simply add a share step to a new or existing workflow. You can choose to share meetings with the whole team or only specific members.

As part of this release, we've removed automatic sharing from team settings. If you'd previously enabled automatic sharing there, you'll see a new workflow enabled on your account for sharing meetings with your team.

You can now configure how long your team's data is stored on Circleback with the new data retention settings. These settings are available in Settings → Team and can be configured by admins.

Retention periods can be set separately for each meeting data type:

• Recording: How long the audio or video recording (if available) associated with a meeting is stored before it's automatically deleted.

• Transcript: How long the transcript associated with a meeting is stored on Circleback before it's automatically deleted. Transcripts cannot be stored for a shorter period than recordings.

• All meeting data: How long all data associated with a meeting (i.e. notes, action items, insights, transcript, recording) is stored on Circleback before it's automatically deleted.

Data retention settings apply to all team members' meetings, including meetings that have not been shared. All active members are notified via email when these settings are updated and changes take effect within 24 hours.

We've added support for the following new language locales in:

• English (United Kingdom)

• English (United States)

• French (France)

• French (Canada)

• Portuguese (Portugal)

• Portuguese (Brazil)

To update the language used for meeting outcomes (i.e. notes, action items, insights), go to Settings → Account and select a language from the dropdown.

Using the HubSpot and Salesforce integrations, you can now push meeting notes, action items, and insights to a HubSpot deal or Salesforce opportunity that is associated with a contact, company, or account.

Previously, Circleback would update the deals/opportunities associated with a contact that you met with. Now, this feature is extended and also updates deals/opportunities associated with the company or account that the contact belongs to.

Existing Salesforce integrations will have this new behaviour applied automatically. If you already have your HubSpot account connected to Circleback, you'll need to disconnect it and reconnect it from Account settings. Once HubSpot is reconnected, existing workflows will work without any further changes.

Today, we're releasing the Circleback desktop app for macOS and Windows. The desktop app has all of the same functionality available on the web app, plus:

• Record any meeting, on any platform without a bot

• Get notifications for upcoming meetings, with one-click join and record

• Quickly access upcoming meetings from the menu bar (macOS) and taskbar (Windows)

To get started, visit circleback.ai/desktop. Once you've downloaded and installed the desktop app, you can open it to log in and access Circleback in a clean, distraction-free interface.

Notifications

With the desktop app installed, you'll get a notification for upcoming meetings that allows you to join and record the meeting. If you've enabled Circleback to automatically join the meeting already, you won't be prompted to record using the desktop app as the meeting will be recorded by the Circleback bot participant that joins the meeting.

The desktop app will also notify you to record when you join an unscheduled Google Meet, Zoom, or Microsoft Teams meeting.

Recording with the desktop app

When you record with the desktop app, you can choose to record system audio, as well as a screen or window. Once a meeting recording is done, you'll be able to open the meeting to view its notes, transcript, recording, and more. When recording with the desktop app, participants are identified by their voice as Participant 1, Participant 2, etc. You can enter names for each participant by going to the transcript tab of the meeting.

Menu bar/taskbar

Opening Circleback in the menu bar on macOS or the taskbar on Windows allows you to quickly start a recording, view and join upcoming meetings, and toggle whether you want Circleback to automatically join a meeting.

You can now search for meetings with specific invitee emails or domains. Select the search bar (or press / on your keyboard) and type in one or more email addresses or domains in the search bar.

Email and domain search can be combined with meeting name search to narrow down the results. For example, to find demo meetings with someone from Initech, you can search for "demo initech.net". To find meetings with multiple invitee email addresses or domains, type in each email or domain separated by a space.

Starting today, you can use the Attio integration in Circleback to automatically create tasks linked to people or companies in Attio. Tasks will be automatically assigned if the action item assignee is a workspace member.

If you've already connected your Attio account to Circleback, you will need to reconnect it from Settings → Account to use this update to the integration. This is due to additional permissions being required to create tasks in Attio.

When recording a meeting on Circleback, you can now open the microphone dropdown to select which microphone is used for the recording. The system default is pre-selected and once the recording has started, the selected device cannot be changed.

You can now associate meetings that you record on Circleback with events on your calendar. When you go to record a new meeting, a calendar event that's starting soon will be automatically selected. You can choose a different event from the dropdown and begin recording when ready.

The recorded meeting will be associated with metadata from the selected calendar event, including the event name and invitees.

We've increased the limit for importing meetings from 500 MB/130 minutes to a simple limit of 2 GB. Going forward, you can import audio or video files of any length as long as the file is 2 GB or smaller. For files beyond this size, we recommend converting video files to audio-only or compressing the file to reduce its size.

Circleback is now available on the monday.com marketplace and integrates with monday.com to automatically create items for each action item from your meetings.

To get started, add a step to a new or existing workflow and choose the monday.com board and group where you want items created. When the workflow runs for a meeting, it will automatically create an item for each action item and assign it to the relevant person.

We've made improvements to searching your meetings. You can now search for a specific meeting name, for something someone said, or ask a question like "When did Sandy say the meeting on Friday was?" from anywhere in Circleback.

Press / on your keyboard or click into the search bar that is now always at the top of Circleback to try it out.

Starting today, you'll see recent meetings with the same invitees in the meeting details panel. This lets you see a timeline of recent meetings you've had with the same group of people and quickly review previous conversations before jumping into your next meeting with them.

We've made recording meetings with Circleback more robust. Recordings are now incrementally streamed to the cloud. This means that your recording will be saved and accessible in Circleback even if something happens to your browser or device (e.g. a crash occurs or runs out of battery).

Building on the recent release for meetings, you can now right-click a workflow on the workflows page to quickly share or delete it.

You can now right-click a meeting on the meetings page to quickly share it, run a workflow, or delete it. The meeting context menu is available even while a meeting is in progress or processing, allowing you to share a meeting without waiting for it to finish.

Starting today, you can share workflows to simplify automations across your team. To get started, open the dropdown in the top-right corner of a workflow and select Share.

Once you've shared a workflow with a team member, they can enable the shared workflow to automatically run for relevant meetings or run it manually.

Shared workflows will use the workflow creator's connected accounts for integrations, meaning your team can run a shared workflow with no additional setup. Team members will only see insights from shared workflows if they have access to the relevant meeting.

You can now view information about your past and upcoming meetings in the new meeting details panel.

When hovering over an upcoming meeting in Home, you'll see details about the meeting invitees, including their name, profile picture, email, role, company website, and attendance status.

For past meetings, you'll now see details about each meeting participant alongside an indicator showing their speaking duration.

The meeting assistant can now be found by selecting the Assistant tab of the details panel. The panel can be hidden by clicking the arrow button at the bottom, and opened again by clicking the panel icon at the bottom right of the screen.

You can now add action items to your meetings in Circleback in addition to the ones that were automatically identified in the meeting.

Track tasks that weren't automatically identified or discussed during the meeting by selecting "Add action item" on a meeting.

Starting today, you can connect a secondary Google or Microsoft Outlook calendar to your Circleback account.

You can view and connect calendars from Settings → Calendar.

We've made it simpler for teams on Circleback to manage their meetings.

Previously, when multiple team members used Circleback for a meeting, separate meeting records were created for each member. This resulted in multiple copies of the same meeting, leading to a lack of a single source of truth.

Starting today, when you attend a meeting with other members of your team, one meeting record is created in Circleback. All team members who enabled Circleback for the meeting automatically get owner access to this single record.

This change ensures all team members see and update the same meeting information, while reducing clutter.

Filters applied to meetings or action items now persist while you're signed in. This means that the filters you apply are saved and continue to apply, instead of being reset, when you return to the meetings or action items tab.

When sharing a meeting, you can now search to quickly find the team members you want to share the meeting with.

All of your meetings are now accessible in the Meetings tab. If you're on a team plan, you can toggle between all meetings accessible to you, your own meetings, or those shared with you by using the new filter in the Meetings tab.

Starting today, for meetings with multiple invitees using Circleback, only one Circleback bot participant will join the call, instead of one bot per user.

A message sent in the meeting chat will indicate the names of all users who are using Circleback for that specific meeting. Each user will still see the meeting in their account as before.

We've improved how insights are displayed and can be accessed on Circleback.

• The layout now makes better use of the screen space available, allowing more insights to be viewed at once

• Insights with multiple custom fields can be horizontally scrolled, providing access to all details

• Table cells can be expanded with a click to view full contents

• The insights table content can be downloaded as a CSV

You can now use Circleback in Zoom meetings and webinars that require registration. As with any other meeting, Circleback can automatically join via your calendar or a meeting link that includes a tkquery parameter.

You can now see how much time each participant spent speaking during a meeting by opening the participants panel. Hover over a participant to see their speaking time as a percentage of the whole meeting.

If you've set up a workflow in Circleback to send notes to a Slack channel, they'll now show up there formatted as a thread. This makes it easier to keep track of your meetings in Slack.

We've released several improvements to the transcript tab to make your meeting playback experience better.

• Real-time word highlighting for easy follow-along

• Automatic scrolling

• New "Scroll to now" button to quickly return to your current position in the transcript

• Click on any word to jump to that moment in the video

• Video player moved to the right for better visibility while scrolling through the transcript

• Significant performance improvements

You can now also share a link to a specific moment in your meeting by selecting the moment you'd like to share, and selecting Share moment from the popup menu.

You can now manually run workflows for a meeting. To do this, go to a meeting, open the … menu in the top right corner, and select Workflows.

This will show you the workflows relevant to the meeting. From here, you can run a workflow and check the status of previously-run workflows.

Disabled workflows also appear here in case you'd prefer to run certain workflows manually instead.

When integrating with Attio in a workflow, you can now choose to have notes automatically added to companies after meetings. This is in addition to the existing support for adding notes to people on Attio.

Circleback will look up the people who were invited to the calendar event and add a new note to their associated company in Attio.

As before, you can choose to include meeting notes, action items, or other insights in the new note that's added.

Telling someone about Circleback? You can now share your referral link to get a free month for each referral. Go to Settings → Billing to copy your referral link and see how many free months you've earned from referrals.

You can now use workflows in Circleback to automatically update Notion databases and tables.

To get started, select Update Notion in an existing or new workflow and choose a database you'd like to update. Once you've selected a database, you can choose an outcome to update each database property (column in the table) with.

For each property, you can choose outcomes related to the meeting, action items, or insights. If you have insights defined in the same workflow, you can map the insight or specific fields from the insight to a database property.

When there are multiple action items or insights associated with a meeting, a new row will be inserted for each.

We've added more control over how you can share your meetings, including the ability to manually email meeting notes to people you met with. Clicking Share in the top right of your meetings will bring up a new modal with two tabs: Access and Email.

The Access tab is where you can create a publicly shareable meeting link or share the meeting with your team.

You can manually send out meeting notes from the Email tab, even if you've disabled automatic invitee emails in Settings → Emails. This gives you a chance to make any changes to the notes and action items before they're sent out and have more control over who receives the notes.

You can now choose to have Circleback only join meetings you create on your calendar. Head over to Settings → Calendar to find the new toggle.

With it enabled, Circleback will, by default, only automatically join meetings created by you and not those you were invited to. You can always override the automatic joining behaviour for individual upcoming meetings from Home.

Starting today, you earn a free month for each person who joins through the meeting notes emails sent to attendees. It's our way of saying thanks for spreading the word about Circleback.

To take advantage of this, just make sure attendee emails are enabled by going to Settings → Emails. Your referral credits will appear in the billing portal once the referred person starts their Circleback subscription.

To ensure the the webhook events received are from Circleback, you can now choose to verify incoming requests using a signing secret. This is an optional step, but it is recommended for added security.

Go to Settings → Webhook to manage your signing secret and learn more about how to verify incoming requests.

You can now choose to add notes directly to deals in HubSpot or opportunities in Salesforce. If you'd rather have your contacts updated, you can do that too.

To try this out, create a new workflow and choose update HubSpot or Salesforce.

The new mobile web experience allows you to access all the features of Circleback directly from your phone. To get started, log in to Circleback by navigating to app.circleback.ai from your phone. Once logged in, you can view meetings, action items, workflows, insights, and settings by opening the navigation drawer from the top-left corner.

To add Circleback to your iPhone's home screen, open the share sheet in Safari and select "Add to Home Screen".

You can now grant admin privileges or transfer billing ownership to other team members from Settings → Team. Please note that only the billing owner can transfer billing ownership and manage billing for the team.

You can now choose the number of instances of an insight you want identified per meeting. By default, Circleback automatically chooses this based on the meeting context and the insight description. However, for certain insights, such as "How did this customer learn about our product?", you may opt to limit the identification to only one of the insight per meeting.

This configuration is available when defining an insight in a workflow.

You can now choose the language your notes will be in. By default, the main language spoken in the meeting will be the language that your notes will be written in. If you choose any of the 133 languages we support, no matter the language spoken in the meeting your notes will be in the language you've selected.

To try this out, go to Settings → Account and choose a language.

You can now easily comment on or copy a highlighted piece of your transcript. Use the keyboard shortcuts to make this happen even faster.

Circleback now integrates with Zoho to automatically update your CRM with notes, action items, and other insights from your meetings.

Once you've set up a workflow with Zoho, Circleback will look up who you met with (using the emails invited to the calendar event) after meetings. For each contact found in Zoho, a note will be automatically added with the selected meeting outcomes.

Circleback now integrates with Attio to automatically update your CRM with notes, action items, and other insights from your meetings.

Once you've set up a workflow with Attio, Circleback will look up the people you met with (using the emails invited to the calendar event) after meetings. For each person found in Attio, a note will be automatically added with the selected meeting outcomes.

You can now highlight moments and leave comments for your team for each of your meetings. Collaborate in comment threads on any meeting that has been shared with you, and get notified of new comments by email.

You can now customize the exact structure for the insights you set up in workflows.

For example, let's say you'd like to track all feature requests that come up in your customer interview meetings, as well as the "why" motivating each request. You can create two custom text fields, Feature request and Why, on the insight and each will be populated for any new feature requests identified in your meetings.

As before, you can view these insights in aggregate or for an individual meeting from the Insights tab.

You can now share a specific moment in your meetings by copying a link to it. To try this out, go to the Transcript tab on any of your meetings and select Copy link to moment when hovering over the part of the transcript you'd like to share. The link will open to the specific moment in the transcript and meeting recording (if available).

If you previously created a shareable link for the meeting, anyone with the link can view the moment. Otherwise, the link will only be accessible by those on your team that you've shared the meeting with.

We've added an Insights tab, where you can see all of the insights from across your meetings in one place.

As an example, let's say you've created a workflow with an insight defined in it called Client questions that will pull out all of the client questions that come up in a meeting. You'll now be able to see all of the client questions that were generated by your workflow from the Insights tab.

We've introduced the ability to download video or audio of meetings with saved recordings by clicking the button in the top-right corner of the player in the meeting transcript tab. We've also increased the retention of recordings from 30 days to 365 days!

As a reminder, you can enable saving recordings by going to Settings → Account.

Your meetings have a lot of useful information in them (a goldmine, if you will). We've built workflows to help you find and automatically action on the parts most important to you.

Workflows on Circleback combine two powerful capabilities:

1. Insights

There are certain things you care about across different types of meetings you're in. If you're talking to potential a customer for the first time, you might want to gather context on how their business works. What industry are they in? How many people work at the company? Workflows allow you to easily capture this information.

Insights generated will show up in a new tab for each meeting. We'll soon be releasing the ability to view insights across different meetings in one place.

2. Integrations

We've introduced integrations with a handful of platforms–Slack, Notion, Linear, HubSpot, and Salesforce–which you can quickly configure through workflows.

Insights and integrations, combined in a workflow, can automate a wide range of tasks. Some examples include:

• Send action items to the relevant team's Slack channel

• Create a page in Notion with the meeting notes and customer industry

• Create Linear issues for action items and feature requests that came up during a demo call

• Update HubSpot with the meeting notes and customer industry

Workflows can run after every meeting or ones with selected tags and participants. The applicable workflows will run when a tag is either manually or automatically applied to a meeting.

This is just the beginning–we're working on improving how insights are generated and surfaced, smartening up our existing integrations, and adding support for new integrations. We're excited to work with you to make workflows a powerful tool for getting things done.

Circleback now supports Slack huddles! Connect your Slack workspace from Settings → Team to get notes, action items, a transcript, and a recording (if enabled) for Slack huddles. Circleback can automatically join huddles in public channels. To get notes for huddles in a private channel, a participant can add Circleback to the huddle.

Slack huddles support is still in beta–let us know your thoughts via live chat (another release that probably deserves its own post) or email.

Ever joined a meeting without a clue about where things were left last time? Today, we added a simple but powerful button to your upcoming meetings to help with that.

If you've had a previous meeting with the same attendees, you'll see an icon in the top right that'll let you quickly review the last meeting on Circleback. Check up on the action items, read over the notes, and go into that next meeting prepared.

You can now have your meetings automatically tagged. This means the most relevant of your existing tags will be applied to your meetings automatically. You can enable this option in Settings → Account. To add a tag to an existing meeting, open a meeting and select Add tag at the top.

With the introduction of shareable meeting links, we wanted to make sure that the links you share look good regardless of where they're opened. To that end, we've made improvements to make sure meetings work well on mobile.

When opening a meeting on your phone, you'll now be able to see the meeting details, notes, transcript, and watch the recording (if available).

Starting today, users on a team plan can create and share a link that provides those outside the team access to view the meeting on Circleback. To get started, select Share on a meeting and select Create and copy link.

Anyone with the link can view the meeting notes, transcript, and recording (if available) even if they don't have a Circleback account. Those with the link can also use the meeting assistant and search but cannot make any edits or updates. You can revoke access via the shareable link by selecting Remove link access from the same modal.

As part of this release, we also enabled sharing functions for shared meetings that are not your own. This means you can share a meeting you have access to with additional teammates or via a shareable link.

We've made changes that improve the quality of responses when using the meeting assistant and search. Additionally, the meeting date is now included alongside its name in the search results. As before, combine search with filters to find something in a subset of your meetings. Happy holidays!

Starting today, you can define your custom vocabulary to improve the accuracy of transcribing specific words, names, phrases, or technical terms. You can update your vocabulary by going to Settings → Account.

We've made it easier to read through and navigate a transcript by using a unique colour for each participant. Open the transcript of a meeting to check it out.

Starting today, you can save and replay audio and video recordings from your meetings. To enable this, switch on the toggle from Settings → Account. Once enabled, meeting recordings will be available in the transcript tab where you can click on different parts of the transcript to jump around in the recording.

Recordings are automatically deleted after 30 days. With recordings enabled, you'll also get a link to download the recording on the meeting webhook event.

No more drag clicking down multiple pages to copy notes. We added a button to copy the notes or transcript of a meeting. Open a meeting on Circleback and look for the copy button in the top right.

Beginning today, you can add members from your team to Circleback without them needing to have a Circleback account first. Add a member as usual from Settings → Team. If they've yet to create a Circleback account, they'll get an email letting them know you added them to the team. Once they login, they'll become a member of the team.

Starting today, you can view and manage action items for yourself, your team, and people you've met with from one place. Filter, edit, and check off tasks with a little celebration. Not sure about something? Select the linked meeting to get more context. Select Action Items on the left to get started.

We've made improvements that result in login emails arriving in your inbox much faster than before. It's up to you to figure out what to do with that extra minute.

Following the release of our import feature, today's we're releasing the ability to record conversations directly from Circleback on desktop and mobile. Once a recording is uploaded, you'll get notes, action items, and a transcript in the app. Open Circleback and select Record in the top right to get started.

We've heard you loud and clear. Today, we're releasing the ability to import recorded conversations to Circleback by uploading an audio or video file.

Once imported, you'll get notes, action items, and a diarized transcript just the same. Select a participant to enter their name and your changes will be reflected throughout the meeting. Use Circleback for any conversation, whether it's in-person or virtual. Select Import in the top right on your phone or desktop to get started.

We've shipped performance improvements that make navigating Circleback much snappier. Experience it for yourself!

We're dubbing today Toggle Tuesday because we're releasing two new toggles.

Accepted meetings

Once enabled, this new toggle makes it so that Circleback only joins meetings on your calendar that you've accepted. This works as an additional filter on top of the previous toggles. For example, if you've set Circleback to join internal meetings, toggling this on will make it so that Circleback only joins internal meetings that you've accepted. You can configure this from Settings → Calendar.

Automatic sharing

This new toggle for teams enables you to automatically share meetings your team. You can still unshare an automatically-shared meeting.

Our webhook integration is here! Send your meeting data to Slack, Notion, Airtable, HubSpot, Salesforce, or wherever else you'd like either directly or via services like Zapier and Make.com. Go to Settings → Webhook to learn more and get started.

We're making it easier to manage action items from meetings, starting by automatically creating assigned action items. After every meeting, Circleback will automatically create action items for tasks that came up in conversation. You can update the title, description, and assignee of action items. All done? Go ahead and check them off.

We shipped a few things this week.

Tagging

We introduced the ability to tag meetings to ease discovery. Go to a meeting and select Add tag to get started. Meetings can also be filtered by tags.

Email notifications

Have meeting notes and action items be automatically sent to yourself and other meeting attendees. You can toggle these settings from Settings → Emails. Only attendees invited to the calendar event will receive the post-meeting email.

Design improvements

We've made Circleback more beautiful and easy to use but you'll still recognize it.

Have a meeting that you don't want to share with the whole team? Now you can share it with individual team members. Go to a meeting and press Share to get started.

Following up on the ability to connect your calendar, this week we released the ability to see the upcoming meetings on your calendar when you log on to Circleback.

We also released filtering to make it easier to comb through your meeting.

Starting today, you can connect your Google Calendar and Microsoft Outlook Calendar and have Circleback automatically join the meetings you choose. Circleback will automatically detect meeting links in your calendar events and join or request to join the meeting when it starts. Go to Settings → Calendar to get started.

Today, we're releasing the meeting assistant. The meeting assistant can ask questions using the context of your meeting like "what are the next steps?" as well as perform writing tasks like writing a follow-up email. Open Circleback and hop into a conversation with your meeting.