All integrations
Circleback
Meeting Notes
Automate Circleback: read meeting notes, transcripts and action items, import meetings, and tag them with a Circleback API key.
20 actions
Actions
Steps your workflow can run in Circleback.
Import a meeting into CirclebackAdd a meeting that happened somewhere else, with its notes, attendees and transcript. The meeting becomes searchable and taggable like any other. Imported meetings do not come back with generated action items, so add any you need by hand.
Get a Circleback meetingRead one meeting: its notes, private notes, attendees, tags and the action items generated from it.
Update a Circleback meetingRename a meeting or rewrite its notes. Circleback returns only the fields that changed.
List Circleback meetingsList the account's meetings, most recent first, optionally narrowed to a tag, an attendee, or only the meetings you own.
Search Circleback meetingsSearch meeting names and content for a phrase, optionally narrowed to particular tags, people or meetings.
Get a Circleback transcriptRead the full speaker-labelled transcript of a meeting, one line per utterance with the seconds it happened at.
Delete a Circleback meetingPermanently delete a meeting, along with its notes, transcript and action items. Only the meeting's owner can delete it, and it cannot be undone.
List Circleback action itemsList action items across the account's meetings. Circleback defaults to your own open items; set the assignee and status filters to widen that.
Update a Circleback action itemChange an action item's title, description, assignee, or mark it done.
List Circleback calendar eventsList events from the calendars connected to Circleback. Each one reports whether Circleback intends to record it and why, so a workflow can act before the meeting starts.
List Circleback peopleList the people who attend the account's meetings, most recently met first. Their profile IDs are what the meeting and action-item filters take.
Get a Circleback personRead one person by profile ID, with their job title, company and links out to LinkedIn or a connected CRM.
List Circleback companiesList the companies whose people attend the account's meetings, optionally narrowed to a tag.
Get a Circleback companyRead one company by its domain, with the people from it who have been in meetings and links out to a connected CRM.
List Circleback tagsList every tag on the account, with the ID each of the tag filters takes.
Create a Circleback tagCreate a tag to file meetings under. Circleback rejects a name that is already in use.
Update a Circleback tagRename a tag or change what its description says.
Tag Circleback meetingsApply an existing tag to one or more meetings and get the updated meetings back.
Untag Circleback meetingsTake a tag off one or more meetings without deleting the tag itself, so other meetings keep it.
Delete a Circleback tagPermanently delete a tag and remove it from every meeting it was applied to. The meetings themselves are untouched.
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Automate Circleback with Lodol.
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