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  • issue 008 🗞️ Circleback's New Viewer Seat and Dub's Link Builder Update

issue 008 🗞️ Circleback's New Viewer Seat and Dub's Link Builder Update

tech & tactics is a weekly newsletter to help you master SaaS for your biz systms.

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Yoooooooo due to the election tomorrow, I’m sending this week’s issue today!

Also a quick reminder that this week on Thursday, November 7th, I’m hosting a private (and free) workshop on maximizing your company data outside of a traditional CRM. RSVP here.

stay cool ✌🏼 sara loretta (founder @ _systms™)

📝 Circleback.ai Updates

As we’ve seen, Ali and his team love dropping groups of updates, and this week was no exception;

1) Add viewers to your team | this new feature is similar to Notion Guests where you can add viewers to access meetings, action items, workflows, and insights, but are not paid seats unless upgraded.

 2) Tag Upcoming Meetings | previously you could only tag past meetings. Now, on any upcoming meeting, right-click and select a tag.

3) Keyword Search for Meeting Transcripts | in the Transcript tab of a meeting, use the ⌘ F (Ctrl F on Windows) to search, then click on a result to start playing the meeting from that point.

📝 Paperform releases Publish Forms

The new Publish Forms feature allows you to modify forms without changes showing publicly via the old auto-save feature. Now, users must click “Publish” for changes to take effect.

🔗 Dub.co releases an updated Link Builder

Dub’s updated Link Builder includes several highly requested features including a QR code generator, improved layout, custom link previews, and keyboard shortcuts.

 

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