Circleback
AI meeting notes platform — read and manage meetings, notes, transcripts, action items, people, companies, and tags.
Three ways to use Circleback
Chat with Geni
Ask Geni to pull data, take actions, or answer questions using this integration in a conversation.
Build a workflow
Create automated workflows that trigger on events, run on a schedule, or chain multiple tools together.
Power an app
Use this integration as a data source or action layer behind a dashboard, form, or internal tool.
Supported tools
Actions your AI agents can perform with Circleback.
Add Tag To Meetings
Applies an existing tag to one or more meetings and returns the updated meetings.
Create Tag
Creates a new tag. Returns a conflict error if a tag with the same name exists.
Delete Action Item
Deletes an action item and returns the deleted record.
Delete Meeting
Deletes a meeting. Only the meeting owner can delete it.
Delete Tag
Permanently deletes a tag and removes it from every meeting it was applied to.
Get Company
Returns a company by its domain, including its people and external CRM links.
Supported triggers
Start a workflow when something happens in Circleback.
New Meeting in Circleback
Triggers when a new meeting the user owns appears in Circleback. Fires as soon as the meeting is created, before notes, action items, or the transcript finish processing.
New Meeting Notes in Circleback
Triggers when Circleback finishes writing the AI notes for a meeting. Notes are generated asynchronously after the recording ends, and carry the extracted action items alongside them.
New Action Item in Circleback
Triggers once per action item Circleback extracts from a meeting. Action items are produced as part of post-meeting AI processing, alongside the notes.
New Transcript in Circleback
Triggers when the speaker-labeled transcript for a meeting is ready in Circleback. Transcripts are processed asynchronously, typically within minutes of the recording ending.