Circleback

Connecting Circleback puts your meeting notes, transcripts and action items on the calendar events they belong to — and turns the action items into Zero tasks, so nothing agreed on a call depends on someone remembering it.

Set up the integration

1

Open the Circleback setup in Zero

Go to Settings → Connections → Notetakers (the Meeting notetakers page). Under Available notetakers, click the Circleback tile.

2

Set up an automation for new meetings

The setup wizard shows your personal webhook URL. In Circleback:

1. Open Circleback Automations and click + New automation.

2. In the "Trigger" section, click Run after every meeting.

3. In the "Choose what happens" section, select Send webhook request.

4. Paste the webhook URL from the Zero setup wizard into the Endpoint field.

5. Under the "What to include" section, check Meeting notes, Action items, and Transcript.

6. Save the automation.

No signing secret needed. Once the automation is live, every new meeting summary reaches Zero on its own.

3

Choose whether action items become tasks

The Turn Circleback action items into Zero tasks toggle is on by default. Turn it off if you only want notes and transcripts.

4

Connect your Circleback account

Click Connect Circleback and authorize Zero. This step is required — it is also what back-syncs your previous transcripts. Circleback then appears under Connected on the Meeting notetakers page.

What syncs

• Meeting notes are attached to the matching calendar event in Zero as the event summary.

• Transcripts are stored on the calendar event, segmented by speaker.

• Action items are converted into Zero tasks when the "Turn Circleback action items into Zero tasks" toggle is on.

• Previous meetings are back-synced once after you complete the "Connect Circleback" authorization step.

Matching runs in three passes: calendar invite ID, then meeting link (Zoom, Google Meet or Microsoft Teams), then meeting name plus a start time within an hour. Anything that matches nothing is still stored in Zero.