Circleback welcome email

Hey [First name], Thanks for signing up for Circleback—we're excited to have you on board. Circleback lets you focus on what's important, automatically capturing and organizing the details that matter with world-class notes and action items you can trust. Here are some tips to get the most out of your meetings with Circleback. Connect your calendar Circleback works best when you connect your calendar. Once your calendar is connected, you can choose which meetings you want to use Circleback for. Connect your calendar Check your notes After each meeting, Circleback generates notes and action items alongside the full transcript which you can access from the Meetings page. Configure your sharing defaults from Settings → Sharing. Search across all conversations Ask questions and get answers drawn from every conversation. Powered by AI that understands context across all of your meetings and emails. Connect your email from Settings → Connected accounts. Automate workflows Create automations to generate and take action on insights from your meetings with AI. For example, you can have your HubSpot deals updated with specific customer details, send notes to a Slack channel, or create Linear issues from meeting action items. Thanks again, - The Circleback team Circleback