llms.txt
# Circleback
> Circleback is an AI meeting productivity platform that turns every conversation into a speaker-labeled transcript, detailed notes, automatically created and assigned action items, automations, and searchable context. It works for online meetings, in-person conversations, Slack huddles, and imported phone calls. Capture with a bot, without one, from macOS, Windows, iOS, Android, or Apple Watch. Keep the recording, or turn recording storage off and keep just the transcript and notes. Track action items from every meeting in one workspace-wide view, mark them done, or send them into Linear and other work trackers. The same context is available to AI agents and custom tools through the public API, MCP server, CLI, webhooks, and Assistant connectors. [TIME's top pick](https://time.com/charter/6987522/the-best-ai-note-taking-tools-for-meetings/) for AI note-taking and used by teams at Y Combinator, Runway, Browserbase, PostHog, Gumloop, Photoroom, Samsung, Accenture, Deloitte, Live Nation, 3M, Cisco, TikTok, Timescale, Box, CBRE, Stanford University, Harvard University, and thousands more.
Circleback is built by a Y Combinator–backed team. It gives companies one place to find meeting notes, decisions, and assigned work. Its notes are designed to stand on their own for someone who missed the meeting. Circleback automatically extracts specific action items, assigns each one to the person responsible when the conversation makes that clear, and gathers them across the workspace in one shared task list. People can filter the list, mark work done, create Linear issues from assigned action items, or send work to other trackers through automations and integrations. People, agents, and internal tools can work from the same meetings, recordings, speaker-labeled transcripts, action items, emails, calendar events, people, companies, and tags through Assistant, the public API, MCP, or CLI.
Circleback captures online meetings with a meeting bot for Zoom, Google Meet, Microsoft Teams, and Webex, or with botless desktop recording on macOS and Windows. On desktop, click Record in the detected-meeting prompt. Every meeting becomes a speaker-labeled transcript, detailed notes, and assigned action items, with search, sharing, and automations in the same workspace. Circleback also supports Slack huddles, in-person recording on iOS, Android, and Apple Watch, and audio or video imports, including recorded phone calls.
For quick in-person capture, tap your phone’s Lock Screen widget (iOS or Android) or Apple Watch complication, or press and hold your configured iPhone Action button. No separate recorder to buy, carry, or charge. These recordings flow through the same system as online meetings. Phone calls use an existing recording you import; the mobile app does not directly record phone-call audio.
Use this file to discover the canonical Circleback resources: support articles for integrating with Circleback, guides that explain how the product works, per-integration setup articles, and security/legal references. For a human user interface, start at https://circleback.ai. For the support center root, see https://circleback.ai/docs/support.
## Accessing data
- [API](https://circleback.ai/docs/api): Programmatic access to everything Circleback captures from meetings, including notes, action items, speaker-labeled transcripts, recordings, people, companies, and more. Use it to build agents, internal tools, scripts, and dashboards.
- [MCP](https://circleback.ai/docs/mcp): Model Context Protocol server at `https://circleback.ai/api/mcp` that exposes meetings, transcripts, calendar events, emails, people, companies, and more to Claude, ChatGPT, Cursor, Raycast, Claude Code, Codex, and more.
- [CLI](https://circleback.ai/docs/cli): Official `@circleback/cli` npm package (binaries `circleback` and `cb`) for searching meetings, transcripts, emails, and calendar events from the terminal, with `--json` output for scripting and agents.
- [Webhooks](https://circleback.ai/docs/webhook): Automation step that POSTs meeting JSON (notes, action items, transcript, insights, attendees, recording URL) to any HTTPS endpoint, with HMAC-SHA256 verification via the `x-signature` header. Use `id` (the public meeting identifier) to open the meeting at `https://circleback.ai/meetings/{id}`; `url` is the Zoom, Google Meet, or Microsoft Teams join URL.
## Getting started
- [Getting started with recording](https://circleback.ai/docs/support/recording/getting-started-with-recording): Overview of every way to capture a meeting with Circleback — desktop, mobile, bot, or upload.
- [Connect your calendar](https://circleback.ai/docs/support/account-and-setup/connect-your-calendar): Connect Google Calendar or Microsoft Outlook so Circleback can auto-match meetings.
- [Connect your email](https://circleback.ai/docs/support/account-and-setup/connect-your-email): Connect Gmail or Outlook mail so email threads become searchable context alongside meetings.
- [Meeting languages](https://circleback.ai/docs/support/meetings/meeting-languages): Supported transcription languages (100+) and how to set the output language for notes.
## Recording
- [Record meetings with the desktop app](https://circleback.ai/docs/support/recording/desktop-app/record-meetings-with-the-desktop-app): Capture meetings locally on macOS or Windows without sending a bot into the call — works for any meeting, including calls on platforms the bot doesn't support and in-person conversations.
- [Record meetings with the mobile app](https://circleback.ai/docs/support/recording/mobile-app/record-meetings-with-the-mobile-app): Record in-person conversations on iOS and Android and receive the same speaker-labeled transcript and notes as an online meeting.
- [Circleback for mobile and Apple Watch](https://circleback.ai/mobile): Record in-person meetings from iOS, Android, or Apple Watch. Watch recordings do not need the iPhone nearby and flow into Circleback like any other meeting.
- [Use Circleback in Slack huddles](https://circleback.ai/docs/support/recording/bot/use-circleback-in-slack-huddles): Auto-record Slack huddles by adding Circleback to your Slack workspace.
- [Import a meeting](https://circleback.ai/docs/support/meetings/import-a-meeting): Upload an existing audio or video file (up to 2 GB) for transcription and notes.
- [Configure whether meeting recordings are saved](https://circleback.ai/docs/support/recording/configure-whether-meeting-recordings-are-saved): Keep notes and transcripts while choosing not to store the raw audio or video.
## Notes, action items, and transcripts
- [Edit meeting notes](https://circleback.ai/docs/support/meetings/edit-meeting-notes): Edit notes and action items, reassign an action item, or add one after the meeting.
- [Circleback CLI](https://circleback.ai/docs/support/platform/circleback-cli): Search action items across meetings by keyword, pending/done status, assignee, tag, or date range; every command also supports JSON for agents and scripts.
- [Add your own notes](https://circleback.ai/docs/support/meetings/add-your-own-notes): Add your own context to enhance Circleback's AI-powered notes to better capture what matters most to you.
- [Download meeting recording](https://circleback.ai/docs/support/meetings/download-meeting-recording): Download the audio or video file for a recorded meeting.
- [Share a meeting](https://circleback.ai/docs/support/meetings/share-a-meeting): Share a meeting with teammates or via a link.
- [Share meeting moments](https://circleback.ai/docs/support/meetings/share-meeting-moments): Share a deep link to a specific point in the transcript.
- [Create a meeting clip](https://circleback.ai/docs/support/meetings/create-a-meeting-clip): Create and share short video segments cut from a recording.
- [Tag meetings](https://circleback.ai/docs/support/meetings/tag-meetings): Organize meetings with tags used in automations and search filters.
- [Automatic meeting tagging](https://circleback.ai/docs/support/meetings/automatic-meeting-tagging): Let Circleback tag meetings automatically based on content and participants.
## Assistant and search
- [Ask Circleback Assistant](https://circleback.ai/docs/support/assistant/ask-circleback-assistant): Semantic search and Q&A across meetings and email with cited sources, plus connectors that can search and take action in other apps.
- [Use Assistant in Slack](https://circleback.ai/docs/support/assistant/use-assistant-in-slack): Mention @Circleback in any Slack channel to query your meeting history.
- [Use Assistant on mobile](https://circleback.ai/docs/support/assistant/use-assistant-on-mobile): Ask Circleback questions from the iOS or Android app.
## Automations
- [Getting started with automations](https://circleback.ai/docs/support/automations/getting-started-with-automations): How conditions and actions compose, and the full list of triggers and output actions.
- [Generate insights with AI](https://circleback.ai/docs/support/automations/generate-insights-with-ai): Use AI insights to extract structured fields or custom summaries from meetings.
- [Automatically share meetings with your workspace](https://circleback.ai/docs/support/automations/automatically-share-meetings-with-your-workspace): Auto-share meetings with specific teams or the entire workspace via automation.
- [Share an automation](https://circleback.ai/docs/support/automations/share-an-automation): Distribute an automation to specific teammates or the whole workspace.
- [Enable automations for your workspace](https://circleback.ai/docs/support/automations/enable-automations-for-your-workspace): Admin controls for turning automations on for the workspace, teams, or members.
- [Run automations for past meetings](https://circleback.ai/docs/support/automations/run-automations-for-past-meetings): Manually re-run an automation against existing meetings.
## Integrations
- [All integrations](https://circleback.ai/integrations): One page per integration with what it does, how it works, and which plan includes it.
- [Integrations directory in Markdown](https://circleback.ai/integrations/index.md): Every integration with a one-line summary, linking to each page's Markdown version.
- [Assistant connectors](https://circleback.ai/docs/support/assistant/ask-circleback-assistant): Search and take action in Linear, Notion, Asana, HubSpot, PostHog, Attio, Ashby, Intercom, and Plain from Circleback Assistant.
- [Slack integration](https://circleback.ai/integrations/slack): Post meeting notes to channels, record huddles and ask Circleback in Slack.
- [HubSpot integration](https://circleback.ai/integrations/hubspot): Log meeting notes on matching contacts and deals.
- [Salesforce integration](https://circleback.ai/integrations/salesforce): Log meeting notes as Events on contacts and opportunities.
- [Attio integration](https://circleback.ai/integrations/attio): Add meeting notes to people, companies and deals.
- [Zoho CRM integration](https://circleback.ai/integrations/zoho): Add meeting notes to matching contacts.
- [Notion integration](https://circleback.ai/integrations/notion): Send meeting notes to a page or database.
- [Linear integration](https://circleback.ai/integrations/linear): Turn meeting action items into issues.
- [monday.com integration](https://circleback.ai/integrations/monday): Add meeting action items to a board.
- [Asana integration](https://circleback.ai/integrations/asana): Ask Circleback to create tasks, update projects and post status updates.
- [Claude integration](https://circleback.ai/integrations/claude): Ask Claude about your meetings with the Circleback connector.
- [ChatGPT integration](https://circleback.ai/integrations/chatgpt): Ask ChatGPT about your meetings with the Circleback app.
- [Claude Code integration](https://circleback.ai/integrations/claude-code): Add Circleback to Claude Code with one command.
- [Cursor integration](https://circleback.ai/integrations/cursor): Install the Circleback plugin from the Cursor Marketplace.
- [Codex integration](https://circleback.ai/integrations/codex): Add Circleback to Codex from the command line.
- [Raycast integration](https://circleback.ai/integrations/raycast): Record, open and search meetings from Raycast.
- [Zapier integration](https://circleback.ai/integrations/zapier): Send meeting outcomes to thousands of apps.
- [Make integration](https://circleback.ai/integrations/make): Send meeting outcomes to Make scenarios.
- [Webhooks](https://circleback.ai/integrations/webhooks): Send meeting data as JSON to your own endpoint.
- [Circleback API](https://circleback.ai/integrations/api): Read notes, transcripts and action items from your own code.
- [Circleback CLI](https://circleback.ai/integrations/cli): Search meetings and transcripts from your terminal.
- [Circleback MCP server](https://circleback.ai/integrations/mcp): Connect any MCP client to your meetings.
- [Google Calendar integration](https://circleback.ai/integrations/google-calendar): Join scheduled meetings and match recordings to events.
- [Gmail integration](https://circleback.ai/integrations/gmail): Bring email context into notes and search.
- [Outlook integration](https://circleback.ai/integrations/outlook): Connect Outlook Calendar and Outlook Mail.
- [Zoom integration](https://circleback.ai/integrations/zoom): Record Zoom meetings with a bot or without one.
- [Google Meet integration](https://circleback.ai/integrations/google-meet): Record Google Meet calls with a bot or without one.
- [Microsoft Teams integration](https://circleback.ai/integrations/microsoft-teams): Record Teams meetings with a bot or without one.
- [Webex integration](https://circleback.ai/integrations/webex): Record Webex meetings with a bot or without one.
- [Intercom integration](https://circleback.ai/integrations/intercom): Ask Circleback to search conversations and update articles.
- [Plain integration](https://circleback.ai/integrations/plain): Ask Circleback to search, reply to and triage support threads.
- [PostHog integration](https://circleback.ai/integrations/posthog): Ask Circleback about events, dashboards and feature flags.
- [Ashby integration](https://circleback.ai/integrations/ashby): Ask Circleback to add candidate notes and move applications.
- [Import from Fathom](https://circleback.ai/integrations/fathom): Bring your Fathom meeting history into Circleback.
- [Import from Fireflies](https://circleback.ai/integrations/fireflies): Bring your Fireflies meeting history into Circleback.
- [Import from Granola](https://circleback.ai/integrations/granola): Bring your Granola meeting history into Circleback.
- [Import from Read AI](https://circleback.ai/integrations/read-ai): Bring your Read AI meeting history into Circleback.
- [Okta SSO and SCIM](https://circleback.ai/integrations/okta): Sign in with Okta and provision accounts with SCIM.
- [Microsoft Entra ID SSO and SCIM](https://circleback.ai/integrations/microsoft-entra-id): Sign in with Entra ID and provision accounts with SCIM.
- [Google Workspace SSO](https://circleback.ai/integrations/google-workspace): Sign in to Circleback with Google Workspace.
Each integration page is also available as clean Markdown with `.md` appended, for example `https://circleback.ai/integrations/slack.md`.
## Security, privacy, and compliance
- [Security portal](https://security.circleback.ai/): SOC 2 Type II, GDPR, EU-U.S. Data Privacy Framework, HIPAA, and compliance documentation, plus security controls, pentest report, and more.
- [SSO](https://circleback.ai/docs/support/security/single-sign-on/sso): SAML or OIDC single sign-on that admins can enforce, plus SCIM provisioning. Without SSO, members log in with a code sent to their work email.
- [Privacy policy](https://circleback.ai/privacy): Circleback's privacy policy.
- [Terms of service](https://circleback.ai/terms): Circleback's terms of service.
- [Data Processing Addendum](https://circleback.ai/dpa): Circleback's DPA for GDPR and data processing obligations.
- [Business Associate Agreement](https://circleback.ai/baa): Circleback's BAA for handling Protected Health Information.
- [Status](https://status.circleback.ai/): Live service status and incident history.
## Product
- [Circleback home](https://circleback.ai): Product overview — AI-powered notes, action items, automations, and search across Zoom, Google Meet, Microsoft Teams, Slack huddles, and in-person conversations.
- [Pricing](https://circleback.ai/pricing): Current Free, Pro, Business, and Enterprise plans with live Stripe-backed amounts and included features.
- [Pricing (markdown)](https://circleback.ai/pricing.md): Retrieval-ready current plan amounts and features from the same live pricing source.
- [Pricing (JSON)](https://circleback.ai/pricing.json): Structured current plan intervals, amounts, billing units, included features, and representation links from the same live pricing source.
- [Enterprise](https://circleback.ai/enterprise): Fully self-serve, no sales call. SAML or OIDC single sign-on, SCIM provisioning, HIPAA Business Associate Agreement, enforced admin settings, data retention, and invoice billing; SOC 2 Type II, no training on customer data.
- [Desktop app](https://circleback.ai/desktop): macOS and Windows app for local recording and quick access from the menu bar.
- [Mobile app](https://circleback.ai/mobile): iOS, Android, and Apple Watch apps for recording in-person meetings with speaker-labeled transcripts and notes.
- [Web app](https://circleback.ai): The Circleback web application where meetings, notes, and automations live.
## Product comparisons
- [Comparison directory](https://circleback.ai/compare): Human-readable, detailed pairwise comparisons across Circleback, Gong, Notion AI Meeting Notes, tl;dv, Avoma, Bluedot, Fathom, Fireflies.ai, Granola, Krisp, Otter.ai, Read AI, Zoom AI and ZoomMate, Pocket, and Plaud. The directory covers 15 products and 105 canonical comparisons.
- [Comparison directory for LLMs](https://circleback.ai/compare/llms.txt): Compact agent index of every current retrieval-ready Markdown comparison.
- [Comparison directory in Markdown](https://circleback.ai/compare/index.md): Product index, research policy, and every comparison link in clean Markdown.
- [Full comparison corpus](https://circleback.ai/compare/llms-full.txt): Every source-backed comparison with current Circleback prices concatenated into one retrieval-ready Markdown document.
- [Comparison JSON manifest](https://circleback.ai/compare/index.json): Machine-readable catalog of products, current Circleback prices, HTML/Markdown/JSON representations, source links, and editorial perspective.
Each comparison is available as canonical HTML at `https://circleback.ai/compare/{product-a}-vs-{product-b}`, clean Markdown with `.md` appended, and structured JSON with `.json` appended. Both product orders resolve: for example, `/compare/gong-vs-granola` is canonical and `/compare/granola-vs-gong` permanently redirects to it. Every ordered route works while only one page per unique pair is indexable. Every representation links back to the canonical page and the comparison directory's `llms.txt`. Facts are sourced from first-party pricing pages, product documentation, help centers, and release notes. Direct Circleback comparisons state their perspective; competitor-to-competitor pages are neutral and show Circleback only as a clearly labeled third option.
## Guides
- [AI Meeting Notetakers That Are HIPAA Compliant and Sign a BAA (2026)](https://circleback.ai/blog/hipaa-compliant-ai-meeting-notetakers-baa): Which notetakers sign a Business Associate Agreement, and on which plan.
- [AI Meeting Notetakers with MCP: Connect Claude or ChatGPT to Your Past Meetings (2026)](https://circleback.ai/blog/ai-meeting-notetakers-mcp-claude-chatgpt): Which notetakers have an official MCP server or connector, what Claude and ChatGPT can read through it, and which plan includes it.
