Circleback integration for AI agents
Read Circleback meetings, notes, transcripts, and action items
Circleback is a Sim integration in the AI category. Sim is the AI workspace where teams build and deploy AI agents. Sim's Circleback integration provides 20 tools and 3 triggers that AI agents can use inside Sim's visual workflow builder. Circleback connects with an API key. Free to start at sim.ai.
Last updated
What Sim agents can do with Circleback
Integrate Circleback into your workflow to read meetings, notes, transcripts, and insights, search across meetings, manage action items and tags, and browse the people and companies you meet with. Circleback can also trigger workflows when meetings are processed.
- Category
- AI
- Authentication
- API key
- Tools
- 20
- Triggers
- 3
- Documentation
- Circleback docs
How to automate Circleback with Sim
Create a free account
Sign up at sim.ai in seconds. No credit card required. Your workspace is ready immediately.
Add a Circleback block
Open your workspace, drag a Circleback block onto the workflow builder, and paste in your Circleback API key.
Configure, connect, and run
Pick the tool you need, wire in an AI agent for reasoning or data transformation, and run. Your Circleback automation is live.
Circleback triggers
Add a Circleback trigger to a Sim agent and it starts a run whenever one of these Circleback events occurs.
Circleback Meeting Completed
Trigger workflow when a meeting is processed and ready in Circleback
Circleback Meeting Notes Ready
Trigger workflow when meeting notes and action items are ready
Circleback Webhook
Generic webhook trigger for all Circleback events
Agent templates
Ready-to-use templates featuring Circleback. Click any to build it instantly.
Circleback tools
20 Circleback tools available to Sim agents.
List Meetings
Lists meetings from Circleback with optional ownership, status, tag, and attendee filters.
Get Meeting
Gets a Circleback meeting by ID, including notes, attendees, action items, insights, and recording details.
Search Meetings
Searches Circleback meetings by name and content, with optional filters for specific meetings, tags, and people.
Get Transcript
Gets the full transcript for a Circleback meeting.
Update Meeting
Updates the name, notes, or private notes of a Circleback meeting. The API returns only the fields that were updated.
Delete Meeting
Deletes a Circleback meeting. Only the owner of the meeting can delete it. Returns the deleted meeting.
List Action Items
Lists action items across the authenticated user meetings, filtered by assignee, status, tags, and attendees. Defaults to incomplete action items assigned to the API key owner.
Update Action Item
Updates the title, description, status, or assignee of a Circleback action item. Returns the updated action item.
Delete Action Item
Deletes a Circleback action item. Returns the deleted action item.
List Calendar Events
Lists upcoming calendar events from the authenticated user connected calendars, with pagination and a configurable time window.
List Companies
Lists the companies whose people attend the authenticated user meetings, with optional tag filters.
Get Company
Gets a company by its domain from Circleback, including its people and external links.
List People
Lists the people who attend the authenticated user meetings, ordered by most recent meeting, with optional company and tag filters.
Get Person
Gets a person by their profile ID from Circleback, including their profile details and external links.
List Tags
Lists every tag available to the authenticated Circleback user.
Create Tag
Creates a new tag in Circleback. If a tag with the same name already exists, a conflict error is returned.
Update Tag
Updates the name or description of a Circleback tag.
Delete Tag
Permanently deletes a Circleback tag and removes it from every meeting it was applied to.
Add Tag to Meetings
Applies an existing Circleback tag to one or more meetings and returns the updated meetings.
Remove Tag from Meetings
Removes a Circleback tag from one or more meetings and returns the updated meetings.
Frequently asked questions
Sim's Circleback integration adds 20 tools and 3 triggers to the AI agents you build in Sim's visual workflow builder. Read Circleback meetings, notes, transcripts, and action items.
