Circleback integration

AI meeting notes and action items from Zoom, Meet and Teams calls. Connect Circleback to OLODESK and use it in the apps and automations your business runs on.

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Category: AI tools

Popular ways to use Circleback

Start with one of these, or describe your own.

Notes on the right record

Each Circleback summary is saved to the client or project it was about.

Action items become tasks

To-dos from a Circleback meeting land as tasks, with the right person on each.

A recap ready to send

A follow-up email is drafted from the Circleback notes, ready for you to check and send.

How to connect Circleback

Request Circleback
In your portal’s Integrations tab, press Request access next to Circleback. On Business Starter and Business Pro it’s ready within 24 hours. No account yet? Send a request.
Connect your account
Sign in to Circleback, or paste the access key from your account.
Describe what you need
OLODESK builds it with you. Try it on real data before it goes live.

How integrations work

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