Neotask turns every Circleback meeting into actionable intelligence - searching transcripts, surfacing follow-ups, and connecting meeting insights to the rest of your business automatically.
Meeting follow-ups never get lost - your agent searches transcripts and surfaces commitments, action items, and decisions from any conversation on demand
Contact and company intelligence builds automatically - your agent cross-references meeting participants with company domains to enrich your CRM without manual effort
Meeting context is always available for downstream workflows - your agent retrieves transcripts and summaries to feed into reports, proposals, and outreach sequences
What You Can Do
The Circleback integration gives Neotask 9 actions for meeting intelligence.
Meeting Search and Retrieval
Search for meetings by participant, topic, or date range. Read full meeting details and retrieve complete transcripts for any recorded conversation.
Transcript Search
Search across all meeting transcripts for specific keywords, topics, or commitments. Surface the exact moment in any meeting where a topic was discussed.
Calendar Integration
Search upcoming calendar events to see what meetings are scheduled and prepare context in advance.
Email Search
Search emails linked to meeting participants for full context before or after meetings.
People and Company Discovery
Find contact profiles and company domains associated with meeting participants - a powerful bridge between your meetings and your CRM.
Support Access
Search Circleback support articles directly from your agent workflow.
Every action runs autonomously or requires your approval - you decide.
Try Asking
"Search my meetings from last week for any discussions about pricing"
"Get the full transcript from yesterday's customer discovery call"
"Find all action items mentioned in meetings with Acme Corp over the past month"
"Search transcripts for any mention of 'renewal' or 'contract'"
"Look up the company domain for everyone in my meeting with the marketing team"
"What meetings do I have coming up this week? Pull context from any past meetings with the same attendees"
Pro Tips
Schedule a weekly meeting digest: your agent searches all transcripts from the week and surfaces commitments, open questions, and follow-ups
Pair Circleback with your CRM so contact and company data from meetings automatically updates your records
Use transcript search as input for proposal generation - your agent reads what the customer said they needed and builds the proposal around it
Approval gates are useful before sending follow-up emails generated from transcript summaries
Multiple workspaces and capacity for larger teams.
Works Well With
ActiveCampaign - Connect ActiveCampaign and Circleback to turn meeting insights into targeted email campaigns, automated follow-ups, and ...
Gamma - Connect Canva and Infobip with Neotask to automate design exports, trigger omnichannel campaigns, and send branded messa...
Gmail - Connect Canva and Mercury with Neotask to automate startup branding, design exports, and banking workflows — all from a ...
Google Docs - Connect Circleback and Google Docs with Neotask. Auto-save meeting notes, action items, and summaries directly into your...
Linear - Connect Circleback meeting intelligence with Linear issue tracking. Auto-create issues from action items, commitments, a...
Telegram - Send Circleback meeting recaps, action items, and follow-ups directly to Telegram with Neotask. Keep your team aligned w...
Todoist - Connect Canva and WordPress with Neotask to automate design publishing, sync brand assets, and streamline your content w...
Trello - Connect Circleback and Trello to turn meeting notes into Trello cards automatically. Streamline trello integrations and ...
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