Circleback

Connect your Microsoft Outlook or Google Calendar to Circleback

Connect your calendar

Choose which meetings Circleback automatically joins

Meeting joining preferences

Email preferences

Change the display name and image of the Circleback bot that joins your meetings

Customize meeting participant

Improve transcription accuracy for industry terms and acronyms

Add custom vocabulary

Add email context to your meetings and search across all your conversations

Connect your email

How to enable Circleback for your organization as a Microsoft admin

Enable Circleback for a Microsoft organization

Update the email address associated with your account

Change account email

Permanently delete your account and all associated data

Delete your account

Choose default access for meeting invitees

Sharing preferences

Set up Circleback and dial in your settings

Account and setup

Security

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

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Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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I’ve got this page open. Ask me anything about it and I’ll answer from the docs.