Circleback is an AI meeting assistant designed to reduce the manual effort associated with meeting documentation and follow-up. It joins video or audio calls to record and transcribe conversations, then produces structured meeting notes and automatically identifies action items assigned to participants. Users can ask questions about meeting content through a conversational AI interface. Circleback supports automation workflows that push meeting outputs—such as CRM updates, task creation, or message drafts—to connected tools without manual intervention. It works across major video conferencing platforms and also supports in-person meetings via a mobile app. The product is aimed at individuals and teams who want to capture meeting context reliably and reduce time spent on post-meeting administrative tasks. Notes and transcripts are searchable, and the platform provides controls for sharing summaries with meeting participants or internal stakeholders.
Target audience and deployment
- Solo / Freelancer
- Startup
- SMB
- Mid-market
- Enterprise
- Cloud
- Browser extension
- API
Pricing
Individual
Team
Key features
Use cases
- Automate meeting note-taking and transcription
- Generate and assign action items from meetings
- Sync meeting outputs to CRM and project tools
- Search and retrieve past meeting content
- Ask questions about meeting content using AI
- Capture in-person meeting notes via mobile
Best for
- Sales professionals who need to automatically log call notes and update CRM records after meetings
- Team leads who need to track action items and decisions across multiple recurring meetings
- Consultants and freelancers who need accurate meeting records to share with clients
- Operations managers who need to reduce post-meeting administrative overhead across their teams
Integrations
Automation platforms
Zapier
Communication
Slack, Zoom, Google Meet, Microsoft Teams
CRM & sales
Salesforce, HubSpot
Project management
Linear, Notion, Asana
Other
Google Calendar, Microsoft Outlook