# Circleback

AI-powered meeting notes and action items

[Circleback](https://circleback.ai/) is an AI-powered platform that automates meeting notes, action items, transcripts, and recordings for your team. When a meeting is completed, Circleback processes the conversation and provides detailed notes and action items, along with a transcript and a recording (when available). This helps teams efficiently capture insights, distribute action items, and ensure nothing is missed—all seamlessly integrated into your workflows.

With the SteelEngine Circleback integration, you can:

* **Receive detailed meeting notes and action items**: Automatically collect well-formatted meeting summaries and track actionable tasks discussed during your calls.
* **Access complete meeting recordings and transcripts**: Get the full conversation and the associated recording, making it easy to review key moments or share with colleagues.
* **Capture attendee information and meeting context**: Attendee lists, meeting metadata, and tags help keep your data organized and actionable.
* **Deliver insights directly into your workflows**: Trigger automations or send Circleback data to other systems the moment a meeting is done, using SteelEngine’s powerful webhook triggers.

**How it works in SteelEngine:**\
Circleback uses webhook triggers: whenever a meeting is processed, data is pushed automatically to your agent or automation. You can build further automations based on:

* Meeting completed (all processed data available)
* New notes (notes ready even before full meeting is processed)
* Raw webhook integration for advanced use cases

**The following information is available in the Circleback meeting webhook payload:**

| Field          | Type   | Description                                   |
| -------------- | ------ | --------------------------------------------- |
| `id`           | number | Circleback meeting ID                         |
| `name`         | string | Meeting title                                 |
| `url`          | string | Virtual meeting URL (Zoom, Meet, Teams, etc.) |
| `createdAt`    | string | Meeting creation timestamp                    |
| `duration`     | number | Duration in seconds                           |
| `recordingUrl` | string | Recording URL (valid 24 hours)                |
| `tags`         | json   | Array of tags                                 |
| `icalUid`      | string | Calendar event ID                             |
| `attendees`    | json   | Array of attendee objects                     |
| `notes`        | string | Meeting notes in Markdown                     |
| `actionItems`  | json   | Array of action items                         |
| `transcript`   | json   | Array of transcript segments                  |
| `insights`     | json   | User-created insights                         |
| `meeting`      | json   | Full meeting payload                          |

Whether you want to distribute instant summaries, log action items, or build custom workflows triggered by new meeting data, Circleback and SteelEngine make it seamless to handle everything related to your meetings—automatically.

## Usage Instructions

Receive meeting notes, action items, transcripts, and recordings when meetings are processed. Circleback uses webhooks to push data to your workflows.

## Triggers

A workflow can start when one of these Circleback events occurs.

### Circleback Meeting Completed

Trigger workflow when a meeting is processed and ready in Circleback

Circleback sends the event to the webhook URL shown in the block.

#### Configuration

| Field          | Type | Description                                                                    |
| -------------- | ---- | ------------------------------------------------------------------------------ |
| Signing Secret | text | Validates that webhook deliveries originate from Circleback using HMAC-SHA256. |

#### Output

| Field            | Type   | Description                                                 |
| ---------------- | ------ | ----------------------------------------------------------- |
| `id`             | number | Circleback meeting ID                                       |
| `name`           | string | Meeting title/name                                          |
| `url`            | string | URL of the virtual meeting (Zoom, Google Meet, Teams, etc.) |
| `createdAt`      | string | ISO8601 timestamp when meeting was created                  |
| `duration`       | number | Meeting duration in seconds                                 |
| `recordingUrl`   | string | Recording URL (valid for 24 hours, if enabled)              |
| `tags`           | array  | Array of tag strings                                        |
| `icalUid`        | string | Calendar event identifier                                   |
| `attendees`      | array  | Array of attendee objects with name and email               |
| ↳ `name`         | string | Attendee name                                               |
| ↳ `email`        | string | Attendee email address                                      |
| `notes`          | string | Meeting notes in Markdown format                            |
| `actionItems`    | array  | Array of action item objects                                |
| ↳ `id`           | number | Action item ID                                              |
| ↳ `title`        | string | Action item title                                           |
| ↳ `description`  | string | Action item description                                     |
| ↳ `assignee`     | object | Person assigned to the action item (or null)                |
| ↳ `name`         | string | Assignee name                                               |
| ↳ `email`        | string | Assignee email                                              |
| ↳ `status`       | string | Status: PENDING or DONE                                     |
| `transcript`     | array  | Array of transcript segments                                |
| ↳ `speaker`      | string | Speaker name                                                |
| ↳ `text`         | string | Transcript text                                             |
| ↳ `timestamp`    | number | Timestamp in seconds                                        |
| `insights`       | object | User-created insights keyed by insight name                 |
| `meeting`        | object | Full meeting payload object                                 |
| ↳ `id`           | number | Meeting ID                                                  |
| ↳ `name`         | string | Meeting name                                                |
| ↳ `url`          | string | Meeting URL                                                 |
| ↳ `duration`     | number | Duration in seconds                                         |
| ↳ `createdAt`    | string | Creation timestamp                                          |
| ↳ `recordingUrl` | string | Recording URL                                               |

### Circleback Meeting Notes Ready

Trigger workflow when meeting notes and action items are ready

Circleback sends the event to the webhook URL shown in the block.

#### Configuration

| Field          | Type | Description                                                                    |
| -------------- | ---- | ------------------------------------------------------------------------------ |
| Signing Secret | text | Validates that webhook deliveries originate from Circleback using HMAC-SHA256. |

#### Output

| Field            | Type   | Description                                                 |
| ---------------- | ------ | ----------------------------------------------------------- |
| `id`             | number | Circleback meeting ID                                       |
| `name`           | string | Meeting title/name                                          |
| `url`            | string | URL of the virtual meeting (Zoom, Google Meet, Teams, etc.) |
| `createdAt`      | string | ISO8601 timestamp when meeting was created                  |
| `duration`       | number | Meeting duration in seconds                                 |
| `recordingUrl`   | string | Recording URL (valid for 24 hours, if enabled)              |
| `tags`           | array  | Array of tag strings                                        |
| `icalUid`        | string | Calendar event identifier                                   |
| `attendees`      | array  | Array of attendee objects with name and email               |
| ↳ `name`         | string | Attendee name                                               |
| ↳ `email`        | string | Attendee email address                                      |
| `notes`          | string | Meeting notes in Markdown format                            |
| `actionItems`    | array  | Array of action item objects                                |
| ↳ `id`           | number | Action item ID                                              |
| ↳ `title`        | string | Action item title                                           |
| ↳ `description`  | string | Action item description                                     |
| ↳ `assignee`     | object | Person assigned to the action item (or null)                |
| ↳ `name`         | string | Assignee name                                               |
| ↳ `email`        | string | Assignee email                                              |
| ↳ `status`       | string | Status: PENDING or DONE                                     |
| `transcript`     | array  | Array of transcript segments                                |
| ↳ `speaker`      | string | Speaker name                                                |
| ↳ `text`         | string | Transcript text                                             |
| ↳ `timestamp`    | number | Timestamp in seconds                                        |
| `insights`       | object | User-created insights keyed by insight name                 |
| `meeting`        | object | Full meeting payload object                                 |
| ↳ `id`           | number | Meeting ID                                                  |
| ↳ `name`         | string | Meeting name                                                |
| ↳ `url`          | string | Meeting URL                                                 |
| ↳ `duration`     | number | Duration in seconds                                         |
| ↳ `createdAt`    | string | Creation timestamp                                          |
| ↳ `recordingUrl` | string | Recording URL                                               |

### Circleback Webhook

Generic webhook trigger for all Circleback events

Circleback sends the event to the webhook URL shown in the block.

#### Configuration

| Field          | Type | Description                                                                    |
| -------------- | ---- | ------------------------------------------------------------------------------ |
| Signing Secret | text | Validates that webhook deliveries originate from Circleback using HMAC-SHA256. |

#### Output

| Field            | Type   | Description                                                 |
| ---------------- | ------ | ----------------------------------------------------------- |
| `id`             | number | Circleback meeting ID                                       |
| `name`           | string | Meeting title/name                                          |
| `url`            | string | URL of the virtual meeting (Zoom, Google Meet, Teams, etc.) |
| `createdAt`      | string | ISO8601 timestamp when meeting was created                  |
| `duration`       | number | Meeting duration in seconds                                 |
| `recordingUrl`   | string | Recording URL (valid for 24 hours, if enabled)              |
| `tags`           | array  | Array of tag strings                                        |
| `icalUid`        | string | Calendar event identifier                                   |
| `attendees`      | array  | Array of attendee objects with name and email               |
| ↳ `name`         | string | Attendee name                                               |
| ↳ `email`        | string | Attendee email address                                      |
| `notes`          | string | Meeting notes in Markdown format                            |
| `actionItems`    | array  | Array of action item objects                                |
| ↳ `id`           | number | Action item ID                                              |
| ↳ `title`        | string | Action item title                                           |
| ↳ `description`  | string | Action item description                                     |
| ↳ `assignee`     | object | Person assigned to the action item (or null)                |
| ↳ `name`         | string | Assignee name                                               |
| ↳ `email`        | string | Assignee email                                              |
| ↳ `status`       | string | Status: PENDING or DONE                                     |
| `transcript`     | array  | Array of transcript segments                                |
| ↳ `speaker`      | string | Speaker name                                                |
| ↳ `text`         | string | Transcript text                                             |
| ↳ `timestamp`    | number | Timestamp in seconds                                        |
| `insights`       | object | User-created insights keyed by insight name                 |
| `meeting`        | object | Full meeting payload object                                 |
| ↳ `id`           | number | Meeting ID                                                  |
| ↳ `name`         | string | Meeting name                                                |
| ↳ `url`          | string | Meeting URL                                                 |
| ↳ `duration`     | number | Duration in seconds                                         |
| ↳ `createdAt`    | string | Creation timestamp                                          |
| ↳ `recordingUrl` | string | Recording URL                                               |