Circleback
AI meeting notetaker that turns calls into action items, automations, and searchable meeting history.
Circleback earns its keep when meetings are supposed to change something in another tool — a Linear issue, a HubSpot deal update, a Notion page. The September 2026 additions of SSO (SAML/OIDC) with SCIM provisioning, the meeting import API, and multi-account switching close gaps that used to push larger teams toward Otter or Fireflies. The Free tier covers unlimited notes plus API, MCP, and CLI access, which is unusually open for a notetaker. If you only want cheap transcripts and will never connect an integration, you are paying for machinery you will not run — look at a transcript-first tool instead.
Verified 1d ago · liveness 87/100 · cite: rightaichoice.com/tools/circleback
- Sales teams updating HubSpot, Salesforce, or Attio records after every call
- Product and engineering teams turning meeting decisions into Linear issues and Notion pages
- Teams that want agent access to meeting context through MCP, CLI, or the public API
- Multilingual teams needing speaker-labeled transcripts in 100+ languages
- Teams that need built-in video conferencing in the same tool
- Buyers who only want cheap transcripts and will not connect any integrations
- Organizations that require fully on-premises or air-gapped deployment
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Skip Circleback if you want a cheap transcript and nothing else, or if you need video conferencing in the same product — its value comes from automations into Notion, Linear, HubSpot, Salesforce, and Attio.
Automations with all integrations — Notion, HubSpot, Salesforce, Attio, webhooks — sit behind Pro at $15/user/month, so the Free tier only gives you limited automations.
Circleback sits at $15/user/month for Pro and $25/user/month for Business, both billed monthly or yearly, which is mid-market for AI notetakers — cheaper than a full meeting-intelligence suite, more than a bare transcription tool. Enterprise is $35/user/month with automatic volume discounts at the same rates for every team. The Free tier is unusually generous with API, MCP, and CLI access, so small teams can start at $0 before paying for automations.
In short
Circleback — AI meeting notetaker that turns calls into action items, automations, and searchable meeting history. Best for Sales teams updating HubSpot, Salesforce, or Attio records after every call, Product and engineering teams turning meeting decisions into Linear issues and Notion pages, Teams that want agent access to meeting context through MCP, CLI, or the public API. Free to start; paid plans from $15/user/mo.
What's new in Circleback
Checked todayAcross the latest 6 updates: 4 feature updates, 1 pricing change and 1 changelog entry.
Workspace image customization for admins
Admins can set a workspace image, such as a company logo, shown wherever the workspace appears in Circleback.
SSO with SAML and OIDC, plus SCIM provisioning
Circleback added SSO via SAML and OIDC, working with Okta, Google Workspace and Microsoft Entra ID. Admins can enforce SSO and manage accounts with SCIM.
Meeting import API
API now imports meetings by name, date, attendees, notes, transcript and sharing settings. Imported meetings are searchable like native ones.
Multi-account switching
Users can add multiple Circleback accounts and switch between them without signing out, covering separate work and personal workspaces.
New plan lineup: Free, Pro, Business, Enterprise
Circleback launched four tiers starting with a free plan covering unlimited AI notes and action items, with API, MCP and CLI access. Pro adds full history and automations.
Import meetings from other apps
Settings now imports meetings from competing apps, bringing over notes, transcripts, attendees and recordings, with team members able to import their own.
What people actually say about Circleback — is it worth it?
We ran a structured research pass across product reviews, community discussions, and post-purchase forum threads to surface the patterns vendors won't publish themselves. Below: the recurring strengths, the hidden costs people mention most, and the cohort that consistently regrets adopting this tool.
23 mentions across 4 sources (Hacker News, YouTube, Product Hunt, App Store) · researched Aug 5, 2026.
Average across the 4 sources that answered — each source counts once, not each post.
- +Excellence in non-English transcription, particularly Spanish, per App Store review.
- +Auto-created task lists with action items keep users focused.
- +Deep integrations with Linear, HubSpot, Notion, and more via MCP/CLI.
- +Ask AI feature enables cross-meeting question-and-answer, saving time.
- +Always-visible record panel and ignored apps for precise capture.
- −Free tier is misleading; requires paid account without clear disclosure.
- −Transcription accuracy for names and numbers can be unreliable.
- −Limited independent community feedback; most reviews are affiliate-driven.
- −Product Hunt description conflicts with actual product (contact manager vs notetaker).
- −No mention of pricing specifics on Product Hunt, creating uncertainty.
- • Users report that the free tier is not truly free—an account requires payment, which isn't clearly disclosed.
Viability Score
How well maintained and how widely used is Circleback? Built from what the vendor actually publishes (docs, changelog, tutorials, integrations, pricing), whether the site is live, and how much real users discuss it. How we calculate this
Last calculated: September 2026
How we score →Key Features
- AI meeting notes with automatic action item capture and assignment
- Speaker identification by name across 100+ languages
- Natural language search across your entire meeting history
- Ask Circleback questions that search and update Notion, Linear, HubSpot, Salesforce, Attio
- View and draft emails using meeting context
- Two-way automations triggered after every meeting
- Public API, including meeting import by name, date, attendees, notes, transcript, and sharing settings
- MCP integration for ChatGPT, Claude, Cursor, and other AI agents
- CLI access so AI agents get conversation context
- Webhook support for custom integrations
- Bot or bot-free desktop app for online meetings
- Mobile and Apple Watch apps for in-person recording
- Import meetings from competing apps with notes, transcripts, attendees, and recordings
- Multi-account switching between work and personal workspaces
- SSO via SAML and OIDC plus SCIM provisioning, enforceable by admins
About Circleback
Circleback records your meetings and turns them into organized notes, assigned action items, and searchable history. It joins online calls with a bot or a bot-free desktop app, captures in-person conversations on mobile or Apple Watch, and supports over 100 languages with speakers labeled by name. The part that separates Circleback from a plain transcript tool is what happens after the call. You can ask Circleback questions that search across every meeting you have had, view and draft emails using meeting context, and run two-way automations against Notion, Linear, HubSpot, Salesforce, Attio, Asana, PostHog, Ashby, Intercom, Zoho, Monday, Slack, Zapier, and Make. A discovery call can open a Linear issue or update a HubSpot deal without anyone writing a summary by hand. Developers get a public API, MCP connections for ChatGPT, Claude, Cursor and similar agents, CLI access, and webhooks. As of September 2026 the API can import meetings by name, date, attendees, notes, transcript, and sharing settings, and those imported meetings are searchable like native ones. The four-tier lineup launched 2026-08-31 starts at a usable Free plan with unlimited AI notes and action items plus API, MCP, and CLI access, against a 30-day meeting and recording history window. Pro at $15/user/month (billed monthly or yearly) lifts history to unlimited and unlocks automations across every integration. Enterprise adds SSO via SAML and OIDC, SCIM provisioning, HIPAA compliance, and automatic volume discounts at the same rates for every team, with no sales call required.
Behind the Verdict
Circleback's center of gravity is the half hour AFTER a meeting, not the transcript itself. Notes come out organized with speakers labeled by name across 100+ languages, and action items are captured and assigned automatically. That is table stakes in 2026. The differentiator is the two-way connection into the tools where work actually lives: it will search Notion, create Linear issues, update HubSpot contacts and deals, update Salesforce opportunities, and write to Attio people, companies, and deals — either via automations triggered after a meeting or by asking Circleback directly. Developer access is broader than most of this category. There is a public API, MCP connections for ChatGPT, Claude, Cursor and similar agents, CLI access to give agents conversation context, and webhooks for custom integrations. The September 9, 2026 meeting import API accepts name, date, attendees, notes, transcript, and sharing settings, and imported meetings are searchable exactly like native ones — useful if you are consolidating history from a tool you are leaving. Where it fits: sales teams that want CRM records updated without a human summary step, product and engineering teams that want decisions to land as Linear issues or Notion pages, and any team whose AI agents need meeting context through MCP or CLI. Admins got real controls in September 2026 — SSO with SAML or OIDC working with Okta, Google Workspace, and Microsoft Entra ID, enforced SSO, SCIM provisioning, custom data retention, default and enforced workspace settings, and a usage dashboard on Business and above. Where it does not fit: teams that want video conferencing built in, teams that want cheap transcription and nothing else, and organizations that need fully on-premises or air-gapped deployment. On pricing, the Free plan caps meeting and recording history at 30 days, automations with all integrations require Pro at $15/user/month, recording storage is 1 year on Pro and 2 years on Business, and SSO/SCIM/HIPAA sit at Enterprise at $35/user/month. Enterprise volume pricing is published — discounts apply automatically as you add users at the same rates for every team, so you do not have to negotiate. Imports deserve a caveat: migration in runs per person from Settings rather than as a managed service, so a 200-person rollout means 200 people clicking through. The upside is that notes, transcripts, attendees, and recordings come across, not just a transcript dump.
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Real-world workflow fit
Concrete scenarios for the personas Circleback actually fits — and what changes day-one when you adopt it.
Runs five discovery calls a day with HubSpot as the CRM, with Circleback joining each call and a post-meeting automation pointed at HubSpot contacts and deals.
Outcome: Deal records update without a manual summary step, and the rep searches 'what pricing objections came up this month' across every call before the next one.
Uses a Linear automation so decisions from roadmap reviews become issues assigned to the engineers named in the meeting, then asks Circleback to search Notion for prior decisions on the same topic.
Outcome: Action items land in the tracker with owners attached instead of dying in a doc, and prior context is one question away.
Connects Circleback through MCP or the CLI so ChatGPT or Claude can pull conversation context, and uses the September 2026 meeting import API to load historical recordings by name, date, attendees, notes, and transcript.
Outcome: Agent answers are grounded in real meetings, and imported meetings are searchable alongside native ones with no separate index to maintain.
Use Cases
- Capture action items from a discovery call and auto-create Linear tickets assigned to each attendee
- Search 'what did we decide about pricing in Q1?' across past meetings and get a cited answer
- Run a consultancy where every client call routes notes into the right Notion workspace automatically
- Use People and Companies spaces to see pending action items and recent meetings for a contact
- Use CLI or MCP to give AI agents like ChatGPT or Claude conversational context from meetings
- Import existing call recordings from your phone and get them transcribed and organized
- Share a specific meeting recap with an external stakeholder without giving them full workspace access
- Build custom dashboards or workflows around your meeting data via the API
Models Under the Hood
as of 2026-09-15
Limitations
- The Free plan caps meeting and recording history at 30 days, so anything older than a month falls out of reach unless you upgrade.
- Automations across all integrations — Notion, HubSpot, Salesforce, Attio, webhooks, and the rest — require Pro at $15/user/month or above; Free gets only limited automations.
- Recording storage is capped at 1 year on Pro and 2 years on Business.
- Admin and member roles, custom data retention, default and enforced settings, and free viewers only arrive at Business, while SSO (SAML or OIDC), SCIM provisioning, and HIPAA compliance are Enterprise-only at $35/user/month.
- Migration from a competing tool is per-person through Settings rather than a managed service, which is slow at team scale.
as of 2026-09-29
Verification history
We have re-verified Circleback 18 times since . Each pass re-reads the vendor's own pages and re-checks every listed field against that evidence; passes where nothing had changed are marked as such.
- — re-verified summary, description, our verdict, our analysis, pricing model, pricing tiers, features, integrations, who it suits, who should skip it
- — re-verified summary, description, our verdict, our analysis, pricing model, pricing tiers, features, integrations, who it suits, who should skip it
- — re-verified summary, description, our verdict, our analysis, pricing model, pricing tiers, features, integrations, who it suits, who should skip it
- — re-verified summary, description, our verdict, our analysis, pricing model, pricing tiers, features, integrations, who it suits, who should skip it
- — re-verified summary, description, our verdict, our analysis, pricing model, pricing tiers, features, integrations, who it suits, who should skip it
- — re-verified summary, description, our verdict, our analysis, pricing model, pricing tiers, features, integrations, who it suits, who should skip it
Showing the 6 most recent of 18 verification passes.
Free to cite with attribution — this page re-verifies continuously.
12-month cost
Project the real annual outlay, including the implied monthly cost when only an annual tier is published.
Vendor list price only. Add-on usage, seat overages, and contract minimums are surfaced under Hidden costs & gotchas.
Plans compared
For each published Circleback tier: who it actually fits, and what it adds vs. the previous tier. Cross-reference the cost calculator above for projected annual outlay.
Free
$0/user/month
Ideal for
Individual trying AI meeting notes before committing — the Free tier includes unlimited AI notes and action items plus API, MCP, and CLI access.
What this tier adds
Starting tier: unlimited notes and action items, limited automations, and a 30-day meeting and recording history cap.
Pro
$15/user/month
Ideal for
Solo operator or small team ready to run automations into Notion, HubSpot, Salesforce, or Attio after every call.
What this tier adds
Adds unlimited meeting history, 1 year of recording storage, automations with all integrations including webhooks, custom AI insights, and 5 teams, for $15/user/month.
Business
$25/user/month
Ideal for
Mid-size team that needs admin controls, enforceable workspace settings, and a longer retention window without jumping to Enterprise.
What this tier adds
Adds admin and member roles, unlimited free viewers, custom data retention, default and enforceable settings, 2 years of recording storage, a usage dashboard, and unlimited teams, for $25/user/month.
Enterprise
$35/user/month
Ideal for
Security-reviewed organizations that need SSO, SCIM provisioning, HIPAA compliance, and unlimited recording storage.
What this tier adds
Adds SSO via SAML or OIDC, SCIM provisioning, invoice/PO billing, unlimited recording storage, priority support, HIPAA compliance, and automatic volume discounts, for $35/user/month.
Where the pricing makes sense
The company stage and team size where Circleback's pricing actually pencils out — and where peers do it cheaper.
Circleback sits at $15/user/month for Pro and $25/user/month for Business, both billed monthly or yearly, which is mid-market for AI notetakers — cheaper than a full meeting-intelligence suite, more than a bare transcription tool. Enterprise is $35/user/month with automatic volume discounts at the same rates for every team. The Free tier is unusually generous with API, MCP, and CLI access, so small teams can start at $0 before paying for automations.
Setup time & first value
How long it actually takes to get something useful out of Circleback — broken out by persona, not the marketing-page minute.
Connecting a calendar and the bot-free desktop app takes about 10 minutes to first recorded meeting. Adding automations to Notion, Linear, or a CRM is another 15–20 minutes per integration, mostly spent choosing the trigger and target fields. Enterprise SSO with SAML/OIDC and SCIM provisioning is an admin task measured in hours, not minutes, and importing history from a competing app runs per
Switching to or from Circleback
How to bring data in from common predecessors and how to get it back out — written for the switcher, not the buyer.
- →From Otter.ai: import meetings through Settings, bringing notes, transcripts, attendees, and recordings into Circleback history.
- →From Fireflies.ai: use the same Settings import path to pull prior meeting notes and transcripts across.
- →From Granola: import existing meeting records from Settings rather than re-recording past calls.
- →From Zoom or Meet cloud recordings: use the meeting import API to load meetings by name, date, attendees, notes, and transcript.
- →From phone call recordings: upload or import audio so it gets transcribed and organized into your meeting history.
- ↗To Otter.ai: export meeting data through the API, then re-upload transcripts into Otter since there is no direct handoff.
- ↗To Fireflies.ai: pull transcripts and recordings via the Circleback API before your Pro or Free window closes.
- ↗To Granola: export notes and transcripts from Circleback and re-import on the Granola side.
- ↗To an internal data store: use the API or webhooks to push meeting data into your own warehouse before cancelling.
Integrations
Resources & Guides
Tutorials & Learning
YouTube returned 6 videos for “Circleback”, and we withheld 4: 4 could not be judged, because “Circleback” is a single word that other videos use for other things. Showing the 2 we can prove are about Circleback.
Official links
Tools that pair well with Circleback
Common stack mates teams adopt alongside Circleback, with the specific reason each pairing earns its keep.
Read.ai
Read.ai is the AI meeting agent that turns meetings, emails, and messages into searchable summaries, action items, and instant answers.
Otter.ai
Otter.ai meeting transcription turns every Zoom and Teams call into searchable notes, summaries, and action items.
Vocol.AI
Vocol.AI turns Chinese, Japanese, and English meetings into searchable transcripts, summaries, and action items.
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