Circleback

How automations work and example use cases

Getting started with automations

Use automations to share meetings with others on your team

Use insights in automations to identify specific details in meetings or generate with custom instructions

Manually run an automation for an existing meeting

Create an automation that writes action items to a monday.com board

Instructions on how to integrate Circleback with Asana through the built-in Zapier integration or webhooks

Instructions on how to share automation with your team

Create an automation to update contacts and deals on HubSpot with meeting outcomes

Create an automation to update people and companies on Attio with meeting outcomes

Find answers and get help from Intercom Support and Community Experts

Track the progress of all tickets related to your company.

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