Switch to Circleback

Get accurate notes, find answers across your conversations, and automate the routine follow-up. Bring your meeting history with you.

Unlimited meetings on Free. Paid plans include a free trial.

Import from Fathom, Fireflies, Granola, or Read AI.

Notes that make sense even if you weren’t there

Know what was decided, why, and who agreed to follow up. Detailed notes preserve the discussion, and speaker-labeled transcripts let you check who said what.

One place for the conversations that matter

Customer calls, planning sessions, a walking one-on-one. Record online with a meeting bot or the desktop app, and in person with your phone or Apple Watch. With saved video, your notes can include details shown on screen, too.

Keep your team up to speed

Give your product team the conversations behind customer requests. Help a colleague taking over a customer account see what was agreed. Set sharing rules once, and relevant meetings reach the right people automatically.

Ask questions across the meetings you have access to and get answers linked to the conversation. Your team can catch up without asking for a recap.

Less admin after every meeting

Circleback gathers commitments into action items and assigns them when the owner is clear, so you can see what you owe and what you’re waiting on.

Set up automations to send customer insights to Slack, create Linear issues, or update your CRM. One person can set up a workflow, and an admin can enable it across the team.

Built for people and AI agents

Your agents are first-class users of Circleback. They can read full transcripts, update notes, create and complete action items, organize meetings with tags, and share them with your team. Changes save directly in Circleback, within your permissions.

Connect Claude, ChatGPT, Codex, or your own agents through MCP, CLI, or API.

What customers say

“I canceled my Otter and Fireflies subscriptions after I started using Circleback. It has a clear product interface and it’s exactly what I needed, no more, no less.”
Huan Li

Huan Li

Founder, JuziBot

“I use Circleback religiously. Can’t recommend them enough. Their summaries and action items are the best I’ve seen.”
Max Brodeur-Urbas

Max Brodeur-Urbas

Founder & CEO, Gumloop

“Tried many notetakers, but Circleback is by far the best. Love the live recordings, voice-matched transcripts, and automations I can create through Slack.”
David Yu

David Yu

Founder & CEO, YouLearn

Bring your meeting history with you

Import from Fathom, Fireflies, Granola, or Read AI. Search your old conversations alongside new ones, within your plan’s history limits.

Imports run in the background. We’ll email you when yours is ready.

What comes over

Bring over existing notes and supported meeting data. Availability depends on the source; importing does not automatically rewrite your old notes.

FromNotesTranscriptAttendeesAction itemsTagsRecordingsSharing
FathomYesYesYesAssignee and statusFrom meeting typesWhen availableSupported team or organization shares
FirefliesYesYesYesNot imported as tasksFrom channelsWhen availableNon-expiring shares
GranolaYesLimited speaker labelsYesNot imported as tasksFrom foldersNot importedMeeting shares
Read AIYesYesYesNot imported as tasksFrom foldersDownloads must be enabledShare again in Circleback

Action items may still appear as text in imported notes. Granola imports label your microphone speech as you and other speech with a generic speaker label. Read AI imports meetings owned by the connected account.

Imported sharing can differ from the original permissions: Fathom and Fireflies recipients receive edit access; Granola recipients receive edit access, with owner access retained for owners. Review access after importing.

Using another app? Upload an audio or video recording, or use the import API to bring over compatible notes and transcripts.

Bring your team at your own pace

Start with yourself or a small group, using the meetings already on your calendar. Invite the rest of your team when you’re ready. Each person connects their own account to import their history.

  • Make shared context useful to everyone

    Business and Enterprise include unlimited free viewers who can search and ask questions across meetings shared with them.

  • Set company defaults once

    On Business and Enterprise, admins can set workspace defaults, enforce selected settings, and control how long meeting data is kept.

Stay in control of your conversations

Choose which conversations to share and who can access them.

Your data is encrypted in transit and at rest and is never used to train models. Circleback is SOC 2 Type II audited and EU–U.S. Data Privacy Framework certified. Enterprise adds SSO, SCIM, and HIPAA support with a BAA.

Common questions

Yes. Try it on your own meetings first. Free includes unlimited meetings, and paid plans include a free trial. Bring your history and team over when you’re ready.

Yes. Importing is included on every plan. Free includes 30 days of meeting history. Pro and above include full notes and transcript history, subject to workspace retention settings. Recording storage varies by plan.

Yes. MCP, CLI, and API access are included on every plan. Connect your AI tools.

Supported sharing from Fathom, Fireflies, and Granola comes over, but access levels can change. Check the table above and review access after importing. Share Read AI meetings again in Circleback.

Yes. Export notes, action items, insights, transcripts, and links to available recordings. API and webhook access also lets you move data into your own tools.

See the difference in your next meeting

Try Circleback alongside your current tool. Compare the notes, check the action items, and share the results with someone who missed the call. Bring your history and team over when you’re ready.

Start any plan yourself, including Enterprise. For help with imports or a team rollout, talk with us.