Circleback
Enable AI-powered meeting notes and automations to enhance your Attio workspace.
Overview
Connect Attio with Circleback to automatically save call summaries as notes and organize your post-meeting work. Now you can action items as tasks, keep your teams up-to-date, and gain more insights from your meetings.
Once you’ve set up a workflow with Attio, Circleback will look up the people you met with after meetings, using the emails invited to the calendar event. For each person found in Attio, a note will be automatically added with the selected meeting outcomes.
How it works
- AI-powered meeting notes, automatically written for you.
- Post-meeting actions are automatically assigned and organized.
- Automate your post-meeting work.
- Technical and accent-accurate transcriptions, with over 100 languages supported.
Configure
- Go to the Automations page.
- Select Create automation.
- Set some conditions for when you’d like this automation to run, or click Next if you’d like it to run after every meeting.
- Choose Attio from the menu.
- Click Connect if you haven’t already connected your Attio account.
- Choose whether to update people or companies. Updates are made by matching meeting invitees’ emails with people in Attio.
- Choose what meeting outcomes to include.
- Click Done, then Create.
Your automation will run on meetings that match the trigger conditions you set up in Step 3 moving forward.