Notes and action items
After each meeting, Circleback writes organized notes and a list of action items, with a transcript where each speaker is named.
Circleback records your online and in-person meetings, transcribes them with each speaker’s name, then writes notes and a list of action items. Automations then send those notes to your tools: CRM, task manager, Slack. You can ask questions across all your past meetings.
Circleback has a free plan. The recommended plan to start with: Free, $0. Prices checked on October 21, 2026 on the vendor’s official page.
Who it’s for: Teams with back-to-back meetings who want decisions to land in their tools on their own.
After each meeting, Circleback writes organized notes and a list of action items, with a transcript where each speaker is named.
The phone and Apple Watch apps record a meeting around a table.
Notes go out on their own to Notion, HubSpot, Salesforce, Attio, webhooks, and other apps.
Also
Prices in dollars, billed yearly ($180 a year for Pro according to the page). People who only read shared meetings don’t need a paid seat.
| Plan | Price | Who it’s for |
|---|---|---|
| Free Recommended to start | $0 | Trying it out, or personal use |
| Pro | $15 per user per month, billed yearly | People who want full history and automation |
| Business | $25 per user per month, billed yearly | Teams that manage settings centrally |
| Enterprise | $35 per user per month | Large teams |
Unlimited meetings, notes and action items, Ask Circleback, online and in-person recording, 30-day history, a few automations.
Start on Free: meetings are unlimited. Move to Pro when you want notes sent to your CRM or more than 30 days of history.
Your data. Circleback is SOC 2 Type II certified and part of the EU-U.S. Data Privacy Framework.
What it does less well
The prompt to copy
List the commitments each participant made during this meeting, with a date if one was mentioned.
Also takes notes with no visible participant, combined with your own notes.
Generous free plan, very common for Zoom calls.
More integrations and conversation analytics.
Read next
Free: $0; Pro: $15 per user per month, billed yearly; Business: $25 per user per month, billed yearly; Enterprise: $35 per user per month. Prices checked on October 21, 2026 on the vendor’s official page.
Yes. Unlimited meetings, notes and action items, Ask Circleback, online and in-person recording, 30-day history, a few automations.
Circleback is SOC 2 Type II certified and part of the EU-U.S. Data Privacy Framework.
Granola: Also takes notes with no visible participant, combined with your own notes. Fathom: Generous free plan, very common for Zoom calls. Fireflies: More integrations and conversation analytics.
Page checked on October 21, 2026. Brands are named to identify the tools. No affiliation.