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Agent Serve · AI integration
AI-powered meeting notes, action items, and transcripts
Circleback is a AI integration for Agent Serve, the AI workspace where teams build and deploy AI agents. Agent Serve's Circleback integration provides 20 Circleback tools and 3 real-time triggers that AI agents can use inside Agent Serve's visual workflow builder. Circleback connects with an API key. Explore deployment options with the Agent Serve team.
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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.
Agent Serve accounts are created by invitation. Request access for your team, or accept an invitation from your workspace admin, then sign in.
Open your workspace, drag a Circleback block onto the workflow builder, and paste in your Circleback API key.
Pick the tool you need, wire in an AI agent for reasoning or data transformation, and run. Your Circleback automation is live.
20 Circleback tools available in Agent Serve.
Lists meetings from Circleback with optional ownership, status, tag, and attendee filters.
Gets a Circleback meeting by ID, including notes, attendees, action items, insights, and recording details.
Searches Circleback meetings by name and content, with optional filters for specific meetings, tags, and people.
Gets the full transcript for a Circleback meeting.
Updates the name, notes, or private notes of a Circleback meeting. The API returns only the fields that were updated.
Deletes a Circleback meeting. Only the owner of the meeting can delete it. Returns the deleted meeting.
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.
Updates the title, description, status, or assignee of a Circleback action item. Returns the updated action item.
Deletes a Circleback action item. Returns the deleted action item.
Lists upcoming calendar events from the authenticated user connected calendars, with pagination and a configurable time window.
Lists the companies whose people attend the authenticated user meetings, with optional tag filters.
Gets a company by its domain from Circleback, including its people and external links.
Lists the people who attend the authenticated user meetings, ordered by most recent meeting, with optional company and tag filters.
Gets a person by their profile ID from Circleback, including their profile details and external links.
Lists every tag available to the authenticated Circleback user.
Creates a new tag in Circleback. If a tag with the same name already exists, a conflict error is returned.
Updates the name or description of a Circleback tag.
Permanently deletes a Circleback tag and removes it from every meeting it was applied to.
Applies an existing Circleback tag to one or more meetings and returns the updated meetings.
Removes a Circleback tag from one or more meetings and returns the updated meetings.
Connect a Circleback webhook to Agent Serve and your agent runs the instant an event happens, no polling, no delay.
Trigger workflow when a meeting is processed and ready in Circleback
Trigger workflow when meeting notes and action items are ready
Generic webhook trigger for all Circleback events
Ready-to-use templates featuring Circleback. Click any to build it instantly.
Agent Serve's Circleback integration adds 20 Circleback tools and 3 real-time triggers to the AI agents you build in Agent Serve's visual workflow builder — you build it all visually. AI-powered meeting notes, action items, and transcripts. Teams often pair Circleback with Affinity and Rippling in the same agent.
Agent Serve is available to teams by invitation. Request access and the team will map out the Circleback agents, connections, and team access your process needs.