Overview

Ali demonstrated Circleback, an AI meeting assistant that automatically captures meetings, generates notes with action items, enables powerful search across meetings, and supports team-wide automations

Circleback offers multiple capture methods including calendar integration, desktop app, and mobile apps for iOS and Android

The platform automatically structures meeting notes with overviews, topics, and assigned action items

Custom automations can extract meeting insights and integrate with tools like Slack and HubSpot

Circleback's AI can answer specific questions about past meetings with direct references to the relevant meeting segments

Circleback product introduction

Ali introduced Circleback as a tool that helps teams get the most out of every meeting

The platform automatically generates meeting notes, action items, and insights from conversations

Circleback offers a free trial for new users to experience the platform firsthand

Meeting capture options

Users can connect their calendar and toggle whether Circleback automatically joins scheduled meetings

The desktop app allows capturing meetings without Circleback joining directly

Mobile apps available for both iOS and Android enable recording in-person conversations

Search and question-answering features

Circleback's search functionality helps find specific meetings or information across all accessible meetings

Ali demonstrated asking questions using meeting context, such as "what did she name her Circleback?"

The platform provides answers with references to the exact part of the meeting where information was mentioned

Users can search by emails or domain names to quickly find all relevant meetings with that organization

Meeting notes structure

Action items automatically appear at the top of meeting notes with assignments

Users can mark action items as complete directly in the interface

Notes begin with an overview section followed by discussed topics

A table of contents allows quick navigation to specific portions of the meeting

The AI assistant can answer questions about the meeting and cite sources used for answers

Automation capabilities

Circleback can generate custom insights using AI and automatically take actions based on meeting content

Ali demonstrated an automation set up for customer conversations that runs after demos or interviews

Automations can be configured to trigger based on meeting names, tags, and more

The system can extract specific insights like company size and use cases

Team sharing features

Automations can be shared and enabled for entire teams, not just individual users

Meeting insights can be automatically sent to specific Slack channels

Meetings can be made accessible to everyone on the team through sharing settings

Circleback integrates with external tools like HubSpot and Slack to update customer information based on meeting outcomes