Integration
Circleback Meetings, Tracked to the Right Client
Connect Circleback to the Rize agent through Circleback's official MCP server. The agent can search your Circleback meetings, notes, and action items, then tag the matching time to the right client and project or turn the action items into tasks.
The problem
Why meeting time is the hardest to bill
Circleback records what was said on a call and who owns the follow-ups. It doesn't put that call on a timesheet. Meeting time often goes unbilled or lands on the wrong client because nobody remembers which project a 30 minute call was for.
Rize already tracks meeting time from your calendar and the apps you use. With the Circleback connector, the agent reads the meeting notes and attendees, tags that time to the right client and project, and uses the notes in recaps and routines.
What you can do
Official Circleback MCP server, connected with your own Circleback login
The agent can search Circleback meetings by keyword, date, attendee, or tag
Routines can tag the day's meetings with the right client and project from the notes
Action items from your calls can become Rize tasks under the meeting's client
In chat, changes such as updating a meeting's notes or tags are shown to you for approval first
Key benefits
What you get with Rize
Meetings on the right client
The notes show what a call was about, not just the calendar title, so tagging it is quick.
Recaps from real notes
Ask the agent for a client recap and it can quote the Circleback notes next to the hours spent.
Follow-ups that don't get lost
Action items from client calls land as tasks next to the time you tracked for that client.
How to set it up
Install Rize on your Mac or Windows computer
In the Rize web app, open Settings, then Agent, then Connectors
Click Connect on Circleback and sign in to your Circleback account
Ask the agent about a recent meeting, or start the Meetings to time entries routine
Review meeting time entries in your timeline as usual
Frequently Asked Questions
Need help with this integration? Contact support
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