Circleback is an AI notetaker that captures and organizes everything from your conversations. It records and transcribes your meetings (Zoom, Google Meet, Teams, in-person), writes clear notes, and assigns action items.It also lets you build automations that pull custom info from each meeting and update other apps — your CRM, issue tracker, Slack.You can ask it questions across all your team's conversations, connect your AI agents, and use it as your company brain that remembers everything.To get started, open Circleback and connect Slack from Settings → Connected accounts.What you can do in Slack:
• Automatically send meeting notes, action items, and insights to any channel after a meeting, using automations.
• Mention @Circleback in a channel, message it directly, or open it from the Slack agent panel, to ask questions about your meetings, action items, calendar, and contacts. When mentioned inside a thread, Circleback reads the earlier messages in that thread so its answer has the full context of the conversation.
• Share a Circleback meeting link in a channel and it unfurls into a card showing the meeting's attendees, creator, date, and an overview from the notes. Opening the card shows the full notes and action items. Access is checked both when the link is shared and again for each person who opens the card, so nobody sees a meeting they don't already have access to in Circleback.
• Connect Circleback to Slackbot so it can answer from your meeting history using the tools below.Circleback's most commonly used tools, available to Slackbot:
• SearchMeetings — find meetings by topic, participant, company, or date range. Example: "find my meetings with Acme last month."
• ReadMeetings — read the notes, action items, and insights from specific meetings. Example: "summarize what we decided in yesterday's planning call."
• SearchTranscripts — search across meeting transcripts for what was actually said. Example: "when did we discuss the pricing change?"
• GetTranscriptsForMeetings — read the full transcript of a specific meeting.
• SearchActionItems — find action items by assignee, status, or meeting. Example: "what action items am I still owed from last week?"
• SearchCalendarEvents — look up past and upcoming calendar events. Example: "who am I meeting with tomorrow?"
• FindProfiles and FindCompanies — look up the people and companies you've met with, and your history with them.All Circleback tools are read-only. They retrieve information from the user's own Circleback account and never modify data in Circleback or in Slack. Each user authenticates with their own Circleback account and only sees data they already have access to.Note: This app makes use of Large Language Models, there is the potential that outcomes generated may contain inaccuracies. To use the Slack Agents & Assistants feature in Slack, a paid Slack plan is required.