Share workflows with your team

July 28, 2024

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.

Take it for a spin

Take it for a spin

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© 2024 Circleback AI, Inc. All rights reserved.

Circleback

© 2024 Circleback AI, Inc. All rights reserved.

Circleback

© 2024 Circleback AI, Inc. All rights reserved.