An insight is an AI-generated output from a meeting. You define what you want–a follow-up email, a list of feature requests, customer details–and Circleback generates it from the meeting transcript each time the automation runs.
Insights generally fall into two categories: extracting specific information (e.g. questions asked, candidate qualifications, customer pain points) and generating something new based on what was discussed (e.g. a follow-up email, a memo, a project proposal).
Set up an insight
Go to Automations and create a new automation (or select an existing one).
Add a Generate insights with AI action.
Choose from a template or create your own. Templates are pre-built starting points–you can use them as-is or customize them.
If creating your own, enter a name and a description. The description tells the AI what to extract or generate–be specific about what you're looking for and include an example or template of the output you want.
Optionally, add custom fields to structure the output. For example, an insight called "Customer details" could have fields for Company, Budget, Timeline, and Pain points–instead of returning freeform text, the insight will fill in each field separately.
Select Done and save the automation.
Viewing insights
Once the automation runs, you can view the generated insight in the Insights tab of the meeting. You can also go to the Insights page from the left sidebar to see all generated insights across meetings.