Automations are an extremely powerful and flexible feature in Circleback. They can be used to generate insights with AI and automatically perform a series of actions after selected meetings.
For example, you can use automations to:
Extract specific details (e.g. company name, number of employees) from customer calls
Generate follow-up emails based on a template
Send meeting data to other applications
Update your CRM or to-do list
Share meetings with other team members
Automations can also be set to only run after specific meetings and shared with team members to enable team-wide automations.
To get started, simply select Automations on the left and create a new automation.