What's new in Circleback. Learn about the latest product features and improvements.

February 26, 2024

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.

February 25, 2024

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.

February 16, 2024

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.

February 15, 2024

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.

  1. 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.

February 14, 2024

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.

February 9, 2024

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.

January 23, 2024

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.

January 5, 2024

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).

January 4, 2024

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.

December 24, 2023

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!

December 19, 2023

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.

December 15, 2023

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.

December 14, 2023

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.

December 5, 2023

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.

November 30, 2023

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.

November 30, 2023

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.

November 21, 2023

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.

November 14, 2023

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.

October 23, 2023

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.

September 19, 2023

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

August 29, 2023

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.

August 15, 2023

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 Go to Settings → Webhook to learn more and get started.

July 24, 2023

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.

June 12, 2023

We shipped a few things this week.


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.

June 2, 2023

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.

May 8, 2023

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.

April 27, 2023

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.

April 3, 2023

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.

© 2024 Circleback AI, Inc. All rights reserved.

© 2024 Circleback AI, Inc. All rights reserved.

© 2024 Circleback AI, Inc. All rights reserved.