Скачать или смотреть Circleback AI notetaker deep dive: advanced search, tagging, & HubSpot automation

Learn how Circleback helps teams capture insights from any meeting — Zoom, in-person, mobile, or uploads — and turn them into automated follow-ups, searchable knowledge, and synced HubSpot records.

In this founder deep dive, we walk through:
→ How Circleback supports sales, CS, and internal meetings across formats
→ Automatically identifying and tagging meetings by type (e.g. demo, CS call)
→ Extracting custom insights like dates, dollar amounts, and next steps
→ Creating follow-up emails, Slack updates, and CRM syncs via automations
→ Advanced search across meetings and organizations
→ How Circleback handles privacy, retention policies, and compliance

🔗 Try Circleback: https://circleback.ai

This video is part of the Top AI Notetakers for HubSpot series.
📘 Read the full Circleback deep dive: https://arrows.to/guide/top-ai-noteta...
📊 Compare 22+ AI notetakers side by side: https://arrows.to/guide/top-ai-noteta...
📺 Watch more AI notetaker demos:    • Top AI Notetakers for HubSpot – Side-by-Si...  

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⏰ Timestamps
0:00 Why precision matters in AI notes
0:32 What this series is about
1:11 Meet Circleback + how it started
2:58 Notes, action items, and recap workflows
4:30 Using Circleback for Zoom, in-person, and imported meetings
5:12 AI-powered search across all your meetings
6:34 Live demo of Circleback’s meeting view + AI follow-up email
7:44 Sharing meetings and context with your team
8:19 Setting up automations (Slack, HubSpot, CRM updates)
9:41 Auto-tagging meetings by type (demo, CS, etc.)
10:57 Structuring outcomes with custom insights
11:57 Zapier, Make, and webhook integrations
13:00 Data privacy, SOC 2 compliance, and retention controls
14:14 No default sharing + private meeting handling
15:30 Using Circleback for in-person meetings
16:45 What’s next for the product
17:30 How to get started with Circleback

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