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.

Take it for a spin

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© 2024 Circleback AI, Inc. All rights reserved.

© 2024 Circleback AI, Inc. All rights reserved.

© 2024 Circleback AI, Inc. All rights reserved.