Support Your Meeting with AI Assistant: Circleback Transforms Workflow for Accurate Minutes

Welcome to Best C.A.I. Today, we're diving into Circleback, a powerful A.I. tool that helps automate your workflow, from taking notes during meetings to managing tasks seamlessly in platforms like Addio, HubSpot, and Monday.com. Let's get started. First, click the link in the description to access the Circleback website. If you're new, go ahead and sign up for an account. If you already have one, log in. With over $20 a month and a 7-day free trial, you can cancel any time in this trial. You should try out this potent assistant. Circleback uses A.I. to transcribe meeting notes, identify critical insights, and assign action items automatically. It integrates with various platforms like Zoom, Google Meet, and Microsoft Teams. With Circleback, you can save time by automating your post-meeting workflows. First, connect your Calendar, Google, Outlook, etc. to Circleback. Once connected, Circleback will display a list of your upcoming meetings. You can choose which meetings Circleback should join automatically or manually add meetings that aren't on your calendar by directly pasting a link or importing audio-video recordings. At this, I will introduce about automating notes in Attio Circleback. Keep your Addio CRM updated effortlessly with meeting notes. Here's how to set up the integration. Log in to Circleback. Start by logging in to your Circleback account. Next, go to the Workflows tab. Navigate to the Workflows tab in the Circleback dashboard. Next, create a new workflow. Give it a descriptive name like Update Attio with Meeting Notes. Choose when you want this workflow to run. For example, select After Every Meeting to ensure notes are updated after every call. You can also set filters to run only for specific meeting types or participants. Connect to Attio. Click Update Attio Contacts and connect your Attio account by logging in and granting access. Select Data to Sync. Select what information, such as meeting notes or action items, you want Circleback to send to Attio. Finalize and activate. Click Done and activate the workflow. Example Now, whenever I finish a meeting with a client, the meeting notes will automatically appear in their profile in Attio, saving me time on manual updates. And this, I will introduce about managing tasks in Monday.com. Circleback can create action items directly on Monday.com after each meeting. Here's a detailed guide. Access your Circleback dashboard. Create a new workflow. Navigate to the Workflows tab and click Create New Workflow. Name it something like Create New Tasks Monday.com. Choose After Every Meeting to ensure tasks are created after each session. Connect to Monday.com. Click to connect your Monday.com account. You will need to log in to your Monday.com account and authorize Circleback access. Choose Board. Select the specific board where you want the tasks to be created. For example, choose the Client Meetings board if you want tasks from Client Meetings to be added there. Map Action Items. Select which data should be used to create tasks, like meeting action items or critical discussion points. Save and activate. Click Done to complete the setup and activate the workflow. Example. With this setup, each time I have a meeting, Circleback automatically creates new action items in my Monday.com board assigned to the right team member based on the discussion. At this, I will introduce the function Save time by keeping your HubSpot contacts updated after every meeting. Here's how to set it up. Access the Workflows section. In Circleback, go to the Workflows tab and click Create New Workflow. Name the workflow. Name it like Sync Remark to HubSpot. Set the trigger. Set this to After Every Meeting or apply specific filters for types of meetings like Client Calls. Connect HubSpot. Click HubSpot Contacts and follow the prompts to connect your HubSpot account by logging in and granting access. Choose data to sync. Select what you want to transfer, such as meeting notes or action items. Finalize setup. Click Done and activate the workflow. Example. Now, each time I have a client call, Circleback automatically syncs the notes to their HubSpot profile, ensuring that my CRM is always up to date without manual input. Similarly, I will present more about platforms like Notion, Slack, Zapier, Webhooks, Linear, Salesforce, and email in the next video. How Customizing Vocabulary for Better Transcriptions Improve transcription accuracy by adding custom vocabulary to Circleback. Here's how. Go to Settings. In the Circleback dashboard, click on Settings and navigate to the Account tab. Scroll to Vocabulary. Find the Vocabulary section to add words and phrases. Add custom terms. Click Add and enter specific words, acronyms, or phrases that are commonly used in your meetings but may not be transcribed correctly. Example. If you frequently use ROAS, return on ad spend in marketing meetings, add it here to ensure it's recognized correctly in all future transcriptions. Save changes. Thank you for watching Best C.A.I. With Circleback, you can automate your post-meeting workflows, saving time and ensuring accuracy across all your platforms. Don't forget to subscribe for more tips on using A.I. tools to streamline your work. See you in the next video.