feat: added circleback connector

surfsense_backend/alembic/versions/54_add_google_drive_connector_enums.py

@@ -57,18 +57,17 @@ def upgrade() -> None:
 
 def downgrade() -> None:
     """Remove 'GOOGLE_DRIVE_CONNECTOR' from enum types.
-    
+
     Note: PostgreSQL doesn't support removing enum values directly.
     This would require recreating the enum type, which is complex and risky.
     For now, we'll leave the enum values in place.
-    
+
     In a production environment with strict downgrade requirements, you would need to:
     1. Create new enum types without the value
     2. Convert all columns to use the new type
     3. Drop the old enum type
     4. Rename the new type to the old name
-    
+
     This is left as pass to avoid accidental data loss.
     """
     pass
-

surfsense_backend/alembic/versions/55_rename_google_drive_connector_to_file.py

@@ -19,9 +19,9 @@ depends_on: str | Sequence[str] | None = None
 
 def upgrade() -> None:
     from sqlalchemy import text
-    
+
     connection = op.get_bind()
-    
+
     connection.execute(
         text(
             """
@@ -39,9 +39,9 @@ def upgrade() -> None:
             """
         )
     )
-    
+
     connection.commit()
-    
+
     connection.execute(
         text(
             """
@@ -51,15 +51,15 @@ def upgrade() -> None:
             """
         )
     )
-    
+
     connection.commit()
 
 
 def downgrade() -> None:
     from sqlalchemy import text
-    
+
     connection = op.get_bind()
-    
+
     connection.execute(
         text(
             """
@@ -69,6 +69,5 @@ def downgrade() -> None:
             """
         )
     )
-    
-    connection.commit()
 
+    connection.commit()

surfsense_backend/alembic/versions/56_add_circleback_connector_enums.py

@@ -0,0 +1,73 @@
+"""Add Circleback connector enums
+
+Revision ID: 56
+Revises: 55
+Create Date: 2025-12-30 12:00:00.000000
+
+"""
+
+from collections.abc import Sequence
+
+from alembic import op
+
+# revision identifiers, used by Alembic.
+revision: str = "56"
+down_revision: str | None = "55"
+branch_labels: str | Sequence[str] | None = None
+depends_on: str | Sequence[str] | None = None
+
+
+def upgrade() -> None:
+    """Safely add 'CIRCLEBACK' to documenttype and 'CIRCLEBACK_CONNECTOR' to searchsourceconnectortype enums if missing."""
+
+    # Add to documenttype enum
+    op.execute(
+        """
+    DO $$
+    BEGIN
+        IF NOT EXISTS (
+            SELECT 1 FROM pg_type t
+            JOIN pg_enum e ON t.oid = e.enumtypid
+            WHERE t.typname = 'documenttype' AND e.enumlabel = 'CIRCLEBACK'
+        ) THEN
+            ALTER TYPE documenttype ADD VALUE 'CIRCLEBACK';
+        END IF;
+    END
+    $$;
+    """
+    )
+
+    # Add to searchsourceconnectortype enum
+    op.execute(
+        """
+    DO $$
+    BEGIN
+        IF NOT EXISTS (
+            SELECT 1 FROM pg_type t
+            JOIN pg_enum e ON t.oid = e.enumtypid
+            WHERE t.typname = 'searchsourceconnectortype' AND e.enumlabel = 'CIRCLEBACK_CONNECTOR'
+        ) THEN
+            ALTER TYPE searchsourceconnectortype ADD VALUE 'CIRCLEBACK_CONNECTOR';
+        END IF;
+    END
+    $$;
+    """
+    )
+
+
+def downgrade() -> None:
+    """Remove 'CIRCLEBACK' and 'CIRCLEBACK_CONNECTOR' from enum types.
+
+    Note: PostgreSQL doesn't support removing enum values directly.
+    This would require recreating the enum type, which is complex and risky.
+    For now, we'll leave the enum values in place.
+
+    In a production environment with strict downgrade requirements, you would need to:
+    1. Create new enum types without the value
+    2. Convert all columns to use the new type
+    3. Drop the old enum type
+    4. Rename the new type to the old name
+
+    This is left as pass to avoid accidental data loss.
+    """
+    pass

surfsense_backend/app/agents/new_chat/tools/knowledge_base.py

@@ -47,6 +47,7 @@ _ALL_CONNECTORS: list[str] = [
     "NOTE",
     "BOOKSTACK_CONNECTOR",
     "CRAWLED_URL",
+    "CIRCLEBACK",
 ]
 
 

surfsense_backend/app/connectors/google_drive/__init__.py

@@ -8,13 +8,12 @@ from .folder_manager import get_files_in_folder, list_folder_contents
 
 __all__ = [
     "GoogleDriveClient",
-    "get_valid_credentials",
-    "validate_credentials",
-    "download_and_process_file",
-    "get_files_in_folder",
-    "list_folder_contents",
-    "get_start_page_token",
-    "fetch_all_changes",
     "categorize_change",
+    "download_and_process_file",
+    "fetch_all_changes",
+    "get_files_in_folder",
+    "get_start_page_token",
+    "get_valid_credentials",
+    "list_folder_contents",
+    "validate_credentials",
 ]
-

surfsense_backend/app/connectors/google_drive/change_tracker.py

@@ -202,4 +202,3 @@ async def fetch_all_changes(
     except Exception as e:
         logger.error(f"Error fetching all changes: {e!s}", exc_info=True)
         return all_changes, current_token, f"Error fetching all changes: {e!s}"
-

surfsense_backend/app/connectors/google_drive/client.py

@@ -2,7 +2,6 @@
 
 from typing import Any
 
-from google.oauth2.credentials import Credentials
 from googleapiclient.discovery import build
 from googleapiclient.errors import HttpError
 from sqlalchemy.ext.asyncio import AsyncSession
@@ -107,16 +106,18 @@ class GoogleDriveClient:
         """
         try:
             service = await self.get_service()
-            file = service.files().get(fileId=file_id, fields=fields, supportsAllDrives=True).execute()
+            file = (
+                service.files()
+                .get(fileId=file_id, fields=fields, supportsAllDrives=True)
+                .execute()
+            )
             return file, None
         except HttpError as e:
             return None, f"HTTP error getting file metadata: {e.resp.status}"
         except Exception as e:
             return None, f"Error getting file metadata: {e!s}"
 
-    async def download_file(
+    async def download_file(self, file_id: str) -> tuple[bytes | None, str | None]:
-        self, file_id: str
-    ) -> tuple[bytes | None, str | None]:
         """
         Download binary file content.
 
@@ -164,9 +165,7 @@ class GoogleDriveClient:
         try:
             service = await self.get_service()
             content = (
-                service.files()
+                service.files().export(fileId=file_id, mimeType=mime_type).execute()
-                .export(fileId=file_id, mimeType=mime_type)
-                .execute()
             )
 
             # Content is already bytes from the API
@@ -180,4 +179,3 @@ class GoogleDriveClient:
             return None, f"HTTP error exporting file: {e.resp.status}"
         except Exception as e:
             return None, f"Error exporting file: {e!s}"
-

surfsense_backend/app/connectors/google_drive/content_extractor.py

@@ -78,10 +78,10 @@ async def download_and_process_file(
             tmp_file.write(content_bytes)
             temp_file_path = tmp_file.name
 
+        from app.db import DocumentType
         from app.tasks.document_processors.file_processors import (
             process_file_in_background,
         )
-        from app.db import DocumentType
 
         connector_info = {
             "type": DocumentType.GOOGLE_DRIVE_FILE,
@@ -92,7 +92,7 @@ async def download_and_process_file(
                 "source_connector": "google_drive",
             },
         }
-        
+
         # Add additional Drive metadata if available
         if "modifiedTime" in file:
             connector_info["metadata"]["modified_time"] = file["modifiedTime"]
@@ -102,10 +102,12 @@ async def download_and_process_file(
             connector_info["metadata"]["file_size"] = file["size"]
         if "webViewLink" in file:
             connector_info["metadata"]["web_view_link"] = file["webViewLink"]
-        
+
         if is_google_workspace_file(mime_type):
             connector_info["metadata"]["exported_as"] = "pdf"
-            connector_info["metadata"]["original_workspace_type"] = mime_type.split(".")[-1]
+            connector_info["metadata"]["original_workspace_type"] = mime_type.split(
+                "."
+            )[-1]
 
         logger.info(f"Processing {file_name} with Surfsense's file processor")
         await process_file_in_background(
@@ -132,5 +134,3 @@ async def download_and_process_file(
                 os.unlink(temp_file_path)
             except Exception as e:
                 logger.debug(f"Could not delete temp file {temp_file_path}: {e}")
-
-

surfsense_backend/app/connectors/google_drive/credentials.py

@@ -9,7 +9,7 @@ from sqlalchemy.ext.asyncio import AsyncSession
 from sqlalchemy.future import select
 from sqlalchemy.orm.attributes import flag_modified
 
-from app.db import SearchSourceConnector, SearchSourceConnectorType
+from app.db import SearchSourceConnector
 
 
 async def get_valid_credentials(
@@ -31,9 +31,7 @@ async def get_valid_credentials(
         Exception: If token refresh fails
     """
     result = await session.execute(
-        select(SearchSourceConnector).filter(
+        select(SearchSourceConnector).filter(SearchSourceConnector.id == connector_id)
-            SearchSourceConnector.id == connector_id
-        )
     )
     connector = result.scalars().first()
 
@@ -95,4 +93,3 @@ def validate_credentials(credentials: Credentials) -> bool:
             credentials.refresh_token,
         ]
     )
-

surfsense_backend/app/connectors/google_drive/file_types.py

@@ -26,5 +26,3 @@ def should_skip_file(mime_type: str) -> bool:
 def get_export_mime_type(mime_type: str) -> str | None:
     """Get export MIME type for Google Workspace files."""
     return EXPORT_FORMATS.get(mime_type)
-
-

surfsense_backend/app/connectors/google_drive/folder_manager.py

@@ -24,7 +24,10 @@ async def list_folders(
     """
     try:
         # Build query to get only folders
-        query_parts = ["mimeType = 'application/vnd.google-apps.folder'", "trashed = false"]
+        query_parts = [
+            "mimeType = 'application/vnd.google-apps.folder'",
+            "trashed = false",
+        ]
 
         if parent_id:
             query_parts.append(f"'{parent_id}' in parents")
@@ -68,8 +71,7 @@ async def get_folder_hierarchy(
         # Traverse up to root
         while current_id:
             file, error = await client.get_file_metadata(
-                current_id,
+                current_id, fields="id, name, parents, mimeType"
-                fields="id, name, parents, mimeType"
             )
 
             if error:
@@ -189,7 +191,7 @@ async def list_folder_contents(
         # Fetch all items with pagination (max 1000 per page)
         all_items = []
         page_token = None
-        
+
         while True:
             items, next_token, error = await client.list_files(
                 query=query,
@@ -202,10 +204,10 @@ async def list_folder_contents(
                 return [], error
 
             all_items.extend(items)
-            
+
             if not next_token:
                 break
-                
+
             page_token = next_token
 
         for item in all_items:
@@ -226,5 +228,3 @@ async def list_folder_contents(
     except Exception as e:
         logger.error(f"Error listing folder contents: {e!s}", exc_info=True)
         return [], f"Error listing folder contents: {e!s}"
-
-

surfsense_backend/app/db.py

@@ -51,6 +51,7 @@ class DocumentType(str, Enum):
     LUMA_CONNECTOR = "LUMA_CONNECTOR"
     ELASTICSEARCH_CONNECTOR = "ELASTICSEARCH_CONNECTOR"
     BOOKSTACK_CONNECTOR = "BOOKSTACK_CONNECTOR"
+    CIRCLEBACK = "CIRCLEBACK"
     NOTE = "NOTE"
 
 
@@ -76,6 +77,7 @@ class SearchSourceConnectorType(str, Enum):
     ELASTICSEARCH_CONNECTOR = "ELASTICSEARCH_CONNECTOR"
     WEBCRAWLER_CONNECTOR = "WEBCRAWLER_CONNECTOR"
     BOOKSTACK_CONNECTOR = "BOOKSTACK_CONNECTOR"
+    CIRCLEBACK_CONNECTOR = "CIRCLEBACK_CONNECTOR"
 
 
 class LiteLLMProvider(str, Enum):

surfsense_backend/app/routes/__init__.py

@@ -3,17 +3,18 @@ from fastapi import APIRouter
 from .airtable_add_connector_route import (
     router as airtable_add_connector_router,
 )
+from .circleback_webhook_route import router as circleback_webhook_router
 from .documents_routes import router as documents_router
 from .editor_routes import router as editor_router
 from .google_calendar_add_connector_route import (
     router as google_calendar_add_connector_router,
 )
-from .google_gmail_add_connector_route import (
-    router as google_gmail_add_connector_router,
-)
 from .google_drive_add_connector_route import (
     router as google_drive_add_connector_router,
 )
+from .google_gmail_add_connector_route import (
+    router as google_gmail_add_connector_router,
+)
 from .logs_routes import router as logs_router
 from .luma_add_connector_route import router as luma_add_connector_router
 from .new_chat_routes import router as new_chat_router
@@ -41,3 +42,4 @@ router.include_router(airtable_add_connector_router)
 router.include_router(luma_add_connector_router)
 router.include_router(new_llm_config_router)  # LLM configs with prompt configuration
 router.include_router(logs_router)
+router.include_router(circleback_webhook_router)  # Circleback meeting webhooks

surfsense_backend/app/routes/circleback_webhook_route.py

@@ -0,0 +1,317 @@
+"""
+Circleback Webhook Route
+
+This module provides a webhook endpoint for receiving meeting data from Circleback.
+It processes the incoming webhook payload and saves it as a document in the specified search space.
+"""
+
+import logging
+from datetime import datetime
+from typing import Any
+
+from fastapi import APIRouter, HTTPException
+from pydantic import BaseModel, Field
+
+logger = logging.getLogger(__name__)
+
+router = APIRouter()
+
+
+# Pydantic models for Circleback webhook payload
+class CirclebackAttendee(BaseModel):
+    """Attendee model for Circleback meeting."""
+
+    name: str | None = None
+    email: str | None = None
+
+
+class CirclebackActionItemAssignee(BaseModel):
+    """Assignee model for action items."""
+
+    name: str | None = None
+    email: str | None = None
+
+
+class CirclebackActionItem(BaseModel):
+    """Action item model for Circleback meeting."""
+
+    id: int
+    title: str
+    description: str = ""
+    assignee: CirclebackActionItemAssignee | None = None
+    status: str = "PENDING"
+
+
+class CirclebackTranscriptSegment(BaseModel):
+    """Transcript segment model for Circleback meeting."""
+
+    speaker: str
+    text: str
+    timestamp: float
+
+
+class CirclebackInsightItem(BaseModel):
+    """Individual insight item."""
+
+    insight: str | dict[str, Any]
+    speaker: str | None = None
+    timestamp: float | None = None
+
+
+class CirclebackWebhookPayload(BaseModel):
+    """
+    Circleback webhook payload model.
+
+    This model represents the data sent by Circleback when a meeting is processed.
+    """
+
+    model_config = {"populate_by_name": True}
+
+    id: int = Field(..., description="Circleback meeting ID")
+    name: str = Field(..., description="Meeting name")
+    created_at: str = Field(
+        ..., alias="createdAt", description="Meeting creation date in ISO format"
+    )
+    duration: float = Field(..., description="Meeting duration in seconds")
+    url: str | None = Field(None, description="URL of the virtual meeting")
+    recording_url: str | None = Field(
+        None,
+        alias="recordingUrl",
+        description="URL of the meeting recording (valid for 24 hours)",
+    )
+    tags: list[str] = Field(default_factory=list, description="Meeting tags")
+    ical_uid: str | None = Field(
+        None, alias="icalUid", description="Unique identifier of the calendar event"
+    )
+    attendees: list[CirclebackAttendee] = Field(
+        default_factory=list, description="Meeting attendees"
+    )
+    notes: str = Field("", description="Meeting notes in Markdown format")
+    action_items: list[CirclebackActionItem] = Field(
+        default_factory=list,
+        alias="actionItems",
+        description="Action items from the meeting",
+    )
+    transcript: list[CirclebackTranscriptSegment] = Field(
+        default_factory=list, description="Meeting transcript segments"
+    )
+    insights: dict[str, list[CirclebackInsightItem]] = Field(
+        default_factory=dict, description="Custom insights from the meeting"
+    )
+
+
+def format_circleback_meeting_to_markdown(payload: CirclebackWebhookPayload) -> str:
+    """
+    Convert Circleback webhook payload to a well-formatted Markdown document.
+
+    Args:
+        payload: The Circleback webhook payload
+
+    Returns:
+        Markdown string representation of the meeting
+    """
+    lines = []
+
+    # Title
+    lines.append(f"# {payload.name}")
+    lines.append("")
+
+    # Meeting metadata
+    lines.append("## Meeting Details")
+    lines.append("")
+
+    # Parse and format date
+    try:
+        created_dt = datetime.fromisoformat(payload.created_at.replace("Z", "+00:00"))
+        formatted_date = created_dt.strftime("%Y-%m-%d %H:%M:%S UTC")
+    except (ValueError, AttributeError):
+        formatted_date = payload.created_at
+
+    lines.append(f"- **Date:** {formatted_date}")
+    lines.append(f"- **Duration:** {int(payload.duration // 60)} minutes")
+
+    if payload.url:
+        lines.append(f"- **Meeting URL:** {payload.url}")
+
+    if payload.tags:
+        lines.append(f"- **Tags:** {', '.join(payload.tags)}")
+
+    lines.append(
+        f"- **Circleback Link:** [View on Circleback](https://app.circleback.ai/meetings/{payload.id})"
+    )
+    lines.append("")
+
+    # Attendees
+    if payload.attendees:
+        lines.append("## Attendees")
+        lines.append("")
+        for attendee in payload.attendees:
+            name = attendee.name or "Unknown"
+            if attendee.email:
+                lines.append(f"- **{name}** ({attendee.email})")
+            else:
+                lines.append(f"- **{name}**")
+        lines.append("")
+
+    # Notes (if provided)
+    if payload.notes:
+        lines.append("## Meeting Notes")
+        lines.append("")
+        lines.append(payload.notes)
+        lines.append("")
+
+    # Action Items
+    if payload.action_items:
+        lines.append("## Action Items")
+        lines.append("")
+        for item in payload.action_items:
+            status_emoji = "✅" if item.status == "DONE" else "⬜"
+            assignee_text = ""
+            if item.assignee and item.assignee.name:
+                assignee_text = f" (Assigned to: {item.assignee.name})"
+
+            lines.append(f"{status_emoji} **{item.title}**{assignee_text}")
+            if item.description:
+                lines.append(f"   {item.description}")
+            lines.append("")
+
+    # Insights
+    if payload.insights:
+        lines.append("## Insights")
+        lines.append("")
+        for insight_name, insight_items in payload.insights.items():
+            lines.append(f"### {insight_name}")
+            lines.append("")
+            for insight_item in insight_items:
+                if isinstance(insight_item.insight, dict):
+                    for key, value in insight_item.insight.items():
+                        lines.append(f"- **{key}:** {value}")
+                else:
+                    speaker_info = (
+                        f" _{insight_item.speaker}_" if insight_item.speaker else ""
+                    )
+                    lines.append(f"- {insight_item.insight}{speaker_info}")
+            lines.append("")
+
+    # Transcript
+    if payload.transcript:
+        lines.append("## Transcript")
+        lines.append("")
+        for segment in payload.transcript:
+            # Format timestamp as MM:SS
+            minutes = int(segment.timestamp // 60)
+            seconds = int(segment.timestamp % 60)
+            timestamp_str = f"[{minutes:02d}:{seconds:02d}]"
+            lines.append(f"**{segment.speaker}** {timestamp_str}: {segment.text}")
+            lines.append("")
+
+    return "\n".join(lines)
+
+
+@router.post("/webhooks/circleback/{search_space_id}")
+async def receive_circleback_webhook(
+    search_space_id: int,
+    payload: CirclebackWebhookPayload,
+):
+    """
+    Receive and process a Circleback webhook.
+
+    This endpoint receives meeting data from Circleback and saves it as a document
+    in the specified search space. The meeting data is converted to Markdown format
+    and processed asynchronously.
+
+    Args:
+        search_space_id: The ID of the search space to save the document to
+        payload: The Circleback webhook payload containing meeting data
+
+    Returns:
+        Success message with document details
+
+    Note:
+        This endpoint does not require authentication as it's designed to receive
+        webhooks from Circleback. Signature verification can be added later for security.
+    """
+    try:
+        logger.info(
+            f"Received Circleback webhook for meeting {payload.id} in search space {search_space_id}"
+        )
+
+        # Convert to markdown
+        markdown_content = format_circleback_meeting_to_markdown(payload)
+
+        # Trigger async document processing
+        from app.tasks.celery_tasks.document_tasks import (
+            process_circleback_meeting_task,
+        )
+
+        # Prepare meeting metadata for the task
+        meeting_metadata = {
+            "circleback_meeting_id": payload.id,
+            "meeting_name": payload.name,
+            "meeting_date": payload.created_at,
+            "duration_seconds": payload.duration,
+            "meeting_url": payload.url,
+            "tags": payload.tags,
+            "attendees_count": len(payload.attendees),
+            "action_items_count": len(payload.action_items),
+            "has_transcript": len(payload.transcript) > 0,
+        }
+
+        # Queue the processing task
+        process_circleback_meeting_task.delay(
+            meeting_id=payload.id,
+            meeting_name=payload.name,
+            markdown_content=markdown_content,
+            metadata=meeting_metadata,
+            search_space_id=search_space_id,
+        )
+
+        logger.info(
+            f"Queued Circleback meeting {payload.id} for processing in search space {search_space_id}"
+        )
+
+        return {
+            "status": "accepted",
+            "message": f"Meeting '{payload.name}' queued for processing",
+            "meeting_id": payload.id,
+            "search_space_id": search_space_id,
+        }
+
+    except Exception as e:
+        logger.error(f"Error processing Circleback webhook: {e!s}", exc_info=True)
+        raise HTTPException(
+            status_code=500,
+            detail=f"Failed to process Circleback webhook: {e!s}",
+        ) from e
+
+
+@router.get("/webhooks/circleback/{search_space_id}/info")
+async def get_circleback_webhook_info(
+    search_space_id: int,
+):
+    """
+    Get information about the Circleback webhook endpoint.
+
+    This endpoint provides information about how to configure the Circleback
+    webhook integration.
+
+    Args:
+        search_space_id: The ID of the search space
+
+    Returns:
+        Webhook configuration information
+    """
+    from app.config import config
+
+    # Construct the webhook URL
+    base_url = getattr(config, "API_BASE_URL", "http://localhost:8000")
+    webhook_url = f"{base_url}/api/v1/webhooks/circleback/{search_space_id}"
+
+    return {
+        "webhook_url": webhook_url,
+        "search_space_id": search_space_id,
+        "method": "POST",
+        "content_type": "application/json",
+        "description": "Use this URL in your Circleback automation to send meeting data to SurfSense",
+        "note": "Configure this URL in Circleback Settings → Automations → Create automation → Send webhook request",
+    }

surfsense_backend/app/routes/google_drive_add_connector_route.py

@@ -28,10 +28,8 @@ from app.config import config
 from app.connectors.google_drive import (
     GoogleDriveClient,
     get_start_page_token,
-    get_valid_credentials,
     list_folder_contents,
 )
-from app.connectors.google_drive.folder_manager import list_folders
 from app.db import (
     SearchSourceConnector,
     SearchSourceConnectorType,
@@ -111,7 +109,9 @@ async def connect_drive(space_id: int, user: User = Depends(current_active_user)
             state=state_encoded,
         )
 
-        logger.info(f"Initiating Google Drive OAuth for user {user.id}, space {space_id}")
+        logger.info(
+            f"Initiating Google Drive OAuth for user {user.id}, space {space_id}"
+        )
         return {"auth_url": auth_url}
 
     except Exception as e:
@@ -146,7 +146,9 @@ async def drive_callback(
         user_id = UUID(data["user_id"])
         space_id = data["space_id"]
 
-        logger.info(f"Processing Google Drive callback for user {user_id}, space {space_id}")
+        logger.info(
+            f"Processing Google Drive callback for user {user_id}, space {space_id}"
+        )
 
         # Exchange authorization code for tokens
         flow = get_google_flow()
@@ -200,7 +202,9 @@ async def drive_callback(
 
                 flag_modified(db_connector, "config")
                 await session.commit()
-                logger.info(f"Set initial start page token for connector {db_connector.id}")
+                logger.info(
+                    f"Set initial start page token for connector {db_connector.id}"
+                )
         except Exception as e:
             logger.warning(f"Failed to get initial start page token: {e!s}")
 
@@ -246,7 +250,7 @@ async def list_google_drive_folders(
 ):
     """
     List folders AND files in user's Google Drive with hierarchical support.
-    
+
     This is called at index time from the manage connector page to display
     the complete file system (folders and files). Only folders are selectable.
 
@@ -299,7 +303,7 @@ async def list_google_drive_folders(
             f"✅ Listed {len(items)} total items ({folder_count} folders, {file_count} files) for connector {connector_id}"
             + (f" in folder {parent_id}" if parent_id else " in ROOT")
         )
-        
+
         # Log first few items for debugging
         if items:
             logger.info(f"First 3 items: {[item.get('name') for item in items[:3]]}")

surfsense_backend/app/routes/search_source_connectors_routes.py

@@ -45,7 +45,6 @@ from app.tasks.connector_indexers import (
     index_github_repos,
     index_google_calendar_events,
     index_google_gmail_messages,
-    index_google_drive_files,
     index_jira_issues,
     index_linear_issues,
     index_luma_events,
@@ -1572,7 +1571,9 @@ async def run_google_drive_indexing(
         errors = []
 
         # Index each folder
-        for folder_id, folder_name in zip(folder_id_list, folder_name_list):
+        for folder_id, folder_name in zip(
+            folder_id_list, folder_name_list, strict=False
+        ):
             try:
                 indexed_count, error_message = await index_google_drive_files(
                     session,
@@ -1589,7 +1590,7 @@ async def run_google_drive_indexing(
                 else:
                     total_indexed += indexed_count
             except Exception as e:
-                errors.append(f"{folder_name}: {str(e)}")
+                errors.append(f"{folder_name}: {e!s}")
                 logger.error(
                     f"Error indexing folder {folder_name} ({folder_id}): {e}",
                     exc_info=True,

surfsense_backend/app/tasks/celery_tasks/document_tasks.py

@@ -268,3 +268,105 @@ async def _process_file_upload(
             )
             logger.error(error_message)
             raise
+
+
+@celery_app.task(name="process_circleback_meeting", bind=True)
+def process_circleback_meeting_task(
+    self,
+    meeting_id: int,
+    meeting_name: str,
+    markdown_content: str,
+    metadata: dict,
+    search_space_id: int,
+):
+    """
+    Celery task to process Circleback meeting webhook data.
+
+    Args:
+        meeting_id: Circleback meeting ID
+        meeting_name: Name of the meeting
+        markdown_content: Meeting content formatted as markdown
+        metadata: Meeting metadata dictionary
+        search_space_id: ID of the search space
+    """
+    import asyncio
+
+    loop = asyncio.new_event_loop()
+    asyncio.set_event_loop(loop)
+
+    try:
+        loop.run_until_complete(
+            _process_circleback_meeting(
+                meeting_id,
+                meeting_name,
+                markdown_content,
+                metadata,
+                search_space_id,
+            )
+        )
+    finally:
+        loop.close()
+
+
+async def _process_circleback_meeting(
+    meeting_id: int,
+    meeting_name: str,
+    markdown_content: str,
+    metadata: dict,
+    search_space_id: int,
+):
+    """Process Circleback meeting with new session."""
+    from app.tasks.document_processors.circleback_processor import (
+        add_circleback_meeting_document,
+    )
+
+    async with get_celery_session_maker()() as session:
+        task_logger = TaskLoggingService(session, search_space_id)
+
+        log_entry = await task_logger.log_task_start(
+            task_name="process_circleback_meeting",
+            source="circleback_webhook",
+            message=f"Starting Circleback meeting processing: {meeting_name}",
+            metadata={
+                "document_type": "CIRCLEBACK",
+                "meeting_id": meeting_id,
+                "meeting_name": meeting_name,
+                **metadata,
+            },
+        )
+
+        try:
+            result = await add_circleback_meeting_document(
+                session=session,
+                meeting_id=meeting_id,
+                meeting_name=meeting_name,
+                markdown_content=markdown_content,
+                metadata=metadata,
+                search_space_id=search_space_id,
+            )
+
+            if result:
+                await task_logger.log_task_success(
+                    log_entry,
+                    f"Successfully processed Circleback meeting: {meeting_name}",
+                    {
+                        "document_id": result.id,
+                        "meeting_id": meeting_id,
+                        "content_hash": result.content_hash,
+                    },
+                )
+            else:
+                await task_logger.log_task_success(
+                    log_entry,
+                    f"Circleback meeting document already exists (duplicate): {meeting_name}",
+                    {"duplicate_detected": True, "meeting_id": meeting_id},
+                )
+        except Exception as e:
+            await task_logger.log_task_failure(
+                log_entry,
+                f"Failed to process Circleback meeting: {meeting_name}",
+                str(e),
+                {"error_type": type(e).__name__, "meeting_id": meeting_id},
+            )
+            logger.error(f"Error processing Circleback meeting: {e!s}")
+            raise

surfsense_backend/app/tasks/connector_indexers/__init__.py

@@ -34,8 +34,8 @@ from .discord_indexer import index_discord_messages
 from .elasticsearch_indexer import index_elasticsearch_documents
 from .github_indexer import index_github_repos
 from .google_calendar_indexer import index_google_calendar_events
-from .google_gmail_indexer import index_google_gmail_messages
 from .google_drive_indexer import index_google_drive_files
+from .google_gmail_indexer import index_google_gmail_messages
 from .jira_indexer import index_jira_issues
 
 # Issue tracking and project management

surfsense_backend/app/tasks/connector_indexers/google_drive_indexer.py

@@ -1,7 +1,6 @@
 """Google Drive indexer using Surfsense file processors."""
 
 import logging
-from datetime import datetime
 
 from sqlalchemy.exc import SQLAlchemyError
 from sqlalchemy.ext.asyncio import AsyncSession
@@ -99,11 +98,15 @@ async def index_google_drive_files(
         target_folder_id = folder_id
         target_folder_name = folder_name or "Selected Folder"
 
-        logger.info(f"Indexing Google Drive folder: {target_folder_name} ({target_folder_id})")
+        logger.info(
+            f"Indexing Google Drive folder: {target_folder_name} ({target_folder_id})"
+        )
 
         folder_tokens = connector.config.get("folder_tokens", {})
         start_page_token = folder_tokens.get(target_folder_id)
-        can_use_delta_sync = use_delta_sync and start_page_token and connector.last_indexed_at
+        can_use_delta_sync = (
+            use_delta_sync and start_page_token and connector.last_indexed_at
+        )
 
         if can_use_delta_sync:
             logger.info(f"Using delta sync for connector {connector_id}")
@@ -151,9 +154,7 @@ async def index_google_drive_files(
             await update_connector_last_indexed(session, connector, update_last_indexed)
 
         await session.commit()
-        logger.info(
+        logger.info("Successfully committed Google Drive indexing changes to database")
-            f"Successfully committed Google Drive indexing changes to database"
-        )
 
         await task_logger.log_task_success(
             log_entry,
@@ -252,7 +253,9 @@ async def _index_full_scan(
 
             if documents_indexed % 10 == 0 and documents_indexed > 0:
                 await session.commit()
-                logger.info(f"Committed batch: {documents_indexed} files indexed so far")
+                logger.info(
+                    f"Committed batch: {documents_indexed} files indexed so far"
+                )
 
         page_token = next_token
         if not page_token:
@@ -391,9 +394,7 @@ async def _process_single_file(
         return 0, 1
 
 
-async def _remove_document(
+async def _remove_document(session: AsyncSession, file_id: str, search_space_id: int):
-    session: AsyncSession, file_id: str, search_space_id: int
-):
     """Remove a document that was deleted in Drive."""
     unique_identifier_hash = generate_unique_identifier_hash(
         DocumentType.GOOGLE_DRIVE_FILE, file_id, search_space_id
@@ -406,5 +407,3 @@ async def _remove_document(
     if existing_document:
         await session.delete(existing_document)
         logger.info(f"Removed deleted file document: {file_id}")
-
-

surfsense_backend/app/tasks/document_processors/circleback_processor.py

@@ -0,0 +1,183 @@
+"""
+Circleback meeting document processor.
+
+This module processes meeting data received from Circleback webhooks
+and stores it as searchable documents in the database.
+"""
+
+import logging
+from typing import Any
+
+from sqlalchemy.exc import SQLAlchemyError
+from sqlalchemy.ext.asyncio import AsyncSession
+
+from app.db import Document, DocumentType
+from app.services.llm_service import get_document_summary_llm
+from app.utils.document_converters import (
+    create_document_chunks,
+    generate_content_hash,
+    generate_document_summary,
+    generate_unique_identifier_hash,
+)
+
+from .base import (
+    check_document_by_unique_identifier,
+    get_current_timestamp,
+)
+
+logger = logging.getLogger(__name__)
+
+
+async def add_circleback_meeting_document(
+    session: AsyncSession,
+    meeting_id: int,
+    meeting_name: str,
+    markdown_content: str,
+    metadata: dict[str, Any],
+    search_space_id: int,
+) -> Document | None:
+    """
+    Process and store a Circleback meeting document.
+
+    Args:
+        session: Database session
+        meeting_id: Circleback meeting ID
+        meeting_name: Name of the meeting
+        markdown_content: Meeting content formatted as markdown
+        metadata: Meeting metadata dictionary
+        search_space_id: ID of the search space
+
+    Returns:
+        Document object if successful, None if failed or duplicate
+    """
+    try:
+        # Generate unique identifier hash using Circleback meeting ID
+        unique_identifier = f"circleback_{meeting_id}"
+        unique_identifier_hash = generate_unique_identifier_hash(
+            DocumentType.CIRCLEBACK, unique_identifier, search_space_id
+        )
+
+        # Generate content hash
+        content_hash = generate_content_hash(markdown_content, search_space_id)
+
+        # Check if document with this unique identifier already exists
+        existing_document = await check_document_by_unique_identifier(
+            session, unique_identifier_hash
+        )
+
+        if existing_document:
+            # Document exists - check if content has changed
+            if existing_document.content_hash == content_hash:
+                logger.info(f"Circleback meeting {meeting_id} unchanged. Skipping.")
+                return existing_document
+            else:
+                # Content has changed - update the existing document
+                logger.info(
+                    f"Content changed for Circleback meeting {meeting_id}. Updating document."
+                )
+
+        # Get LLM for generating summary
+        llm = await get_document_summary_llm(session, search_space_id)
+        if not llm:
+            logger.warning(
+                f"No LLM configured for search space {search_space_id}. Using content as summary."
+            )
+            # Use first 1000 chars as summary if no LLM available
+            summary_content = (
+                markdown_content[:1000] + "..."
+                if len(markdown_content) > 1000
+                else markdown_content
+            )
+            summary_embedding = None
+        else:
+            # Generate summary with metadata
+            document_metadata = {
+                "meeting_name": meeting_name,
+                "meeting_id": meeting_id,
+                "document_type": "Circleback Meeting",
+                **{
+                    k: v
+                    for k, v in metadata.items()
+                    if isinstance(v, str | int | float | bool)
+                },
+            }
+            summary_content, summary_embedding = await generate_document_summary(
+                markdown_content, llm, document_metadata
+            )
+
+        # Process chunks
+        chunks = await create_document_chunks(markdown_content)
+
+        # Convert to BlockNote JSON for editing capability
+        from app.utils.blocknote_converter import convert_markdown_to_blocknote
+
+        blocknote_json = await convert_markdown_to_blocknote(markdown_content)
+        if not blocknote_json:
+            logger.warning(
+                f"Failed to convert Circleback meeting {meeting_id} to BlockNote JSON, document will not be editable"
+            )
+
+        # Prepare document metadata
+        document_metadata = {
+            "CIRCLEBACK_MEETING_ID": meeting_id,
+            "MEETING_NAME": meeting_name,
+            "SOURCE": "CIRCLEBACK_WEBHOOK",
+            **metadata,
+        }
+
+        # Update or create document
+        if existing_document:
+            # Update existing document
+            existing_document.title = meeting_name
+            existing_document.content = summary_content
+            existing_document.content_hash = content_hash
+            if summary_embedding is not None:
+                existing_document.embedding = summary_embedding
+            existing_document.document_metadata = document_metadata
+            existing_document.chunks = chunks
+            existing_document.blocknote_document = blocknote_json
+            existing_document.content_needs_reindexing = False
+            existing_document.updated_at = get_current_timestamp()
+
+            await session.commit()
+            await session.refresh(existing_document)
+            document = existing_document
+            logger.info(
+                f"Updated Circleback meeting document {meeting_id} in search space {search_space_id}"
+            )
+        else:
+            # Create new document
+            document = Document(
+                search_space_id=search_space_id,
+                title=meeting_name,
+                document_type=DocumentType.CIRCLEBACK,
+                document_metadata=document_metadata,
+                content=summary_content,
+                embedding=summary_embedding,
+                chunks=chunks,
+                content_hash=content_hash,
+                unique_identifier_hash=unique_identifier_hash,
+                blocknote_document=blocknote_json,
+                content_needs_reindexing=False,
+                updated_at=get_current_timestamp(),
+            )
+
+            session.add(document)
+            await session.commit()
+            await session.refresh(document)
+            logger.info(
+                f"Created new Circleback meeting document {meeting_id} in search space {search_space_id}"
+            )
+
+        return document
+
+    except SQLAlchemyError as db_error:
+        await session.rollback()
+        logger.error(
+            f"Database error processing Circleback meeting {meeting_id}: {db_error}"
+        )
+        raise db_error
+    except Exception as e:
+        await session.rollback()
+        logger.error(f"Failed to process Circleback meeting {meeting_id}: {e!s}")
+        raise RuntimeError(f"Failed to process Circleback meeting: {e!s}") from e

surfsense_backend/app/tasks/document_processors/file_processors.py

@@ -473,7 +473,8 @@ async def process_file_in_background(
     session: AsyncSession,
     task_logger: TaskLoggingService,
     log_entry: Log,
-    connector: dict | None = None,  # Optional: {"type": "GOOGLE_DRIVE_FILE", "metadata": {...}}
+    connector: dict
+    | None = None,  # Optional: {"type": "GOOGLE_DRIVE_FILE", "metadata": {...}}
 ):
     try:
         # Check if the file is a markdown or text file
@@ -926,7 +927,9 @@ async def process_file_in_background(
                     )
 
                     if connector:
-                        await _update_document_from_connector(last_created_doc, connector, session)
+                        await _update_document_from_connector(
+                            last_created_doc, connector, session
+                        )
 
                     await task_logger.log_task_success(
                         log_entry,
@@ -1053,7 +1056,9 @@ async def process_file_in_background(
                     )
 
                     if connector:
-                        await _update_document_from_connector(doc_result, connector, session)
+                        await _update_document_from_connector(
+                            doc_result, connector, session
+                        )
 
                     await task_logger.log_task_success(
                         log_entry,

surfsense_web/app/dashboard/[search_space_id]/connectors/add/circleback-connector/page.tsx

@@ -0,0 +1,363 @@
+"use client";
+
+import { zodResolver } from "@hookform/resolvers/zod";
+import { useAtomValue } from "jotai";
+import { ArrowLeft, Check, Copy, ExternalLink, Loader2, Webhook } from "lucide-react";
+import { motion } from "motion/react";
+import Link from "next/link";
+import { useParams, useRouter } from "next/navigation";
+import { useEffect, useState } from "react";
+import { useForm } from "react-hook-form";
+import { toast } from "sonner";
+import * as z from "zod";
+import { createConnectorMutationAtom } from "@/atoms/connectors/connector-mutation.atoms";
+import { connectorsAtom } from "@/atoms/connectors/connector-query.atoms";
+import { Alert, AlertDescription, AlertTitle } from "@/components/ui/alert";
+import { Button } from "@/components/ui/button";
+import {
+	Card,
+	CardContent,
+	CardDescription,
+	CardFooter,
+	CardHeader,
+	CardTitle,
+} from "@/components/ui/card";
+import {
+	Form,
+	FormControl,
+	FormDescription,
+	FormField,
+	FormItem,
+	FormLabel,
+	FormMessage,
+} from "@/components/ui/form";
+import { Input } from "@/components/ui/input";
+import { EnumConnectorName } from "@/contracts/enums/connector";
+import { getConnectorIcon } from "@/contracts/enums/connectorIcons";
+import type { SearchSourceConnector } from "@/contracts/types/connector.types";
+
+// Define the form schema with Zod
+const circlebackConnectorFormSchema = z.object({
+	name: z.string().min(3, {
+		message: "Connector name must be at least 3 characters.",
+	}),
+});
+
+// Define the type for the form values
+type CirclebackConnectorFormValues = z.infer<typeof circlebackConnectorFormSchema>;
+
+export default function CirclebackConnectorPage() {
+	const router = useRouter();
+	const params = useParams();
+	const searchSpaceId = params.search_space_id as string;
+	const [isSubmitting, setIsSubmitting] = useState(false);
+	const [doesConnectorExist, setDoesConnectorExist] = useState(false);
+	const [copied, setCopied] = useState(false);
+
+	const { data: connectors } = useAtomValue(connectorsAtom);
+	const { mutateAsync: createConnector } = useAtomValue(createConnectorMutationAtom);
+
+	// Construct the webhook URL
+	const apiBaseUrl = process.env.NEXT_PUBLIC_BACKEND_URL || "http://localhost:8000";
+	const webhookUrl = `${apiBaseUrl}/api/v1/webhooks/circleback/${searchSpaceId}`;
+
+	// Initialize the form
+	const form = useForm<CirclebackConnectorFormValues>({
+		resolver: zodResolver(circlebackConnectorFormSchema),
+		defaultValues: {
+			name: "Circleback Meetings",
+		},
+	});
+
+	const { refetch: fetchConnectors } = useAtomValue(connectorsAtom);
+
+	useEffect(() => {
+		fetchConnectors().then((data) => {
+			const connectors = data.data || [];
+			const connector = connectors.find(
+				(c: SearchSourceConnector) => c.connector_type === EnumConnectorName.CIRCLEBACK_CONNECTOR
+			);
+			if (connector) {
+				setDoesConnectorExist(true);
+			}
+		});
+	}, []);
+
+	// Copy webhook URL to clipboard
+	const copyToClipboard = async () => {
+		try {
+			await navigator.clipboard.writeText(webhookUrl);
+			setCopied(true);
+			toast.success("Webhook URL copied to clipboard!");
+			setTimeout(() => setCopied(false), 2000);
+		} catch {
+			toast.error("Failed to copy to clipboard");
+		}
+	};
+
+	// Handle form submission
+	const onSubmit = async (values: CirclebackConnectorFormValues) => {
+		setIsSubmitting(true);
+		try {
+			await createConnector({
+				data: {
+					name: values.name,
+					connector_type: EnumConnectorName.CIRCLEBACK_CONNECTOR,
+					config: {
+						webhook_url: webhookUrl,
+					},
+					is_indexable: false, // Webhooks push data, not indexed
+					last_indexed_at: null,
+					periodic_indexing_enabled: false,
+					indexing_frequency_minutes: null,
+					next_scheduled_at: null,
+				},
+				queryParams: {
+					search_space_id: searchSpaceId,
+				},
+			});
+
+			toast.success("Circleback connector created successfully!");
+
+			// Navigate back to connectors page
+			router.push(`/dashboard/${searchSpaceId}/connectors`);
+		} catch (error) {
+			console.error("Error creating connector:", error);
+			toast.error(error instanceof Error ? error.message : "Failed to create connector");
+		} finally {
+			setIsSubmitting(false);
+		}
+	};
+
+	return (
+		<div className="container mx-auto py-8 max-w-2xl">
+			<motion.div
+				initial={{ opacity: 0, y: 20 }}
+				animate={{ opacity: 1, y: 0 }}
+				transition={{ duration: 0.5 }}
+			>
+				{/* Header */}
+				<div className="mb-8">
+					<Link
+						href={`/dashboard/${searchSpaceId}/connectors/add`}
+						className="inline-flex items-center text-sm text-muted-foreground hover:text-foreground mb-4"
+					>
+						<ArrowLeft className="mr-2 h-4 w-4" />
+						Back to connectors
+					</Link>
+					<div className="flex items-center gap-4">
+						<div className="flex h-12 w-12 items-center justify-center rounded-lg">
+							{getConnectorIcon(EnumConnectorName.CIRCLEBACK_CONNECTOR, "h-6 w-6")}
+						</div>
+						<div>
+							<h1 className="text-3xl font-bold tracking-tight">Connect Circleback</h1>
+							<p className="text-muted-foreground">
+								Receive meeting notes and transcripts via webhook.
+							</p>
+						</div>
+					</div>
+				</div>
+
+				{/* Connection Card */}
+				{!doesConnectorExist ? (
+					<>
+						<Card className="mb-6">
+							<CardHeader>
+								<CardTitle>Webhook Configuration</CardTitle>
+								<CardDescription>
+									Use this webhook URL in your Circleback automation to send meeting data to
+									SurfSense.
+								</CardDescription>
+							</CardHeader>
+							<CardContent className="space-y-4">
+								<div className="space-y-2">
+									<label className="text-sm font-medium">Webhook URL</label>
+									<div className="flex gap-2">
+										<Input value={webhookUrl} readOnly className="font-mono text-sm" />
+										<Button
+											type="button"
+											variant="outline"
+											size="icon"
+											onClick={copyToClipboard}
+											className="shrink-0"
+										>
+											{copied ? (
+												<Check className="h-4 w-4 text-green-500" />
+											) : (
+												<Copy className="h-4 w-4" />
+											)}
+										</Button>
+									</div>
+									<p className="text-xs text-muted-foreground">
+										Copy this URL and paste it in your Circleback automation settings.
+									</p>
+								</div>
+
+								<Alert>
+									<Webhook className="h-4 w-4" />
+									<AlertTitle>How it works</AlertTitle>
+									<AlertDescription>
+										When you configure this webhook in Circleback, it will automatically send
+										meeting notes, transcripts, and action items to SurfSense after each meeting.
+									</AlertDescription>
+								</Alert>
+							</CardContent>
+						</Card>
+
+						<Card>
+							<CardHeader>
+								<CardTitle>Create Connector</CardTitle>
+								<CardDescription>
+									Register the Circleback connector to track incoming meeting data.
+								</CardDescription>
+							</CardHeader>
+							<Form {...form}>
+								<form onSubmit={form.handleSubmit(onSubmit)}>
+									<CardContent className="space-y-4">
+										<FormField
+											control={form.control}
+											name="name"
+											render={({ field }) => (
+												<FormItem>
+													<FormLabel>Connector Name</FormLabel>
+													<FormControl>
+														<Input placeholder="My Circleback Meetings" {...field} />
+													</FormControl>
+													<FormDescription>
+														A friendly name to identify this connector.
+													</FormDescription>
+													<FormMessage />
+												</FormItem>
+											)}
+										/>
+
+										<div className="space-y-2 pt-2">
+											<div className="flex items-center space-x-2 text-sm text-muted-foreground">
+												<Check className="h-4 w-4 text-green-500" />
+												<span>Automatic meeting notes import</span>
+											</div>
+											<div className="flex items-center space-x-2 text-sm text-muted-foreground">
+												<Check className="h-4 w-4 text-green-500" />
+												<span>Full transcripts with speaker identification</span>
+											</div>
+											<div className="flex items-center space-x-2 text-sm text-muted-foreground">
+												<Check className="h-4 w-4 text-green-500" />
+												<span>Action items and insights extraction</span>
+											</div>
+										</div>
+									</CardContent>
+									<CardFooter className="flex justify-between">
+										<Button
+											type="button"
+											variant="outline"
+											onClick={() => router.push(`/dashboard/${searchSpaceId}/connectors/add`)}
+										>
+											Cancel
+										</Button>
+										<Button type="submit" disabled={isSubmitting}>
+											{isSubmitting ? (
+												<>
+													<Loader2 className="mr-2 h-4 w-4 animate-spin" />
+													Creating...
+												</>
+											) : (
+												<>
+													<Webhook className="mr-2 h-4 w-4" />
+													Create Connector
+												</>
+											)}
+										</Button>
+									</CardFooter>
+								</form>
+							</Form>
+						</Card>
+					</>
+				) : (
+					/* Success Card */
+					<Card>
+						<CardHeader>
+							<CardTitle>✅ Circleback connector is active!</CardTitle>
+							<CardDescription>
+								Your Circleback meetings will be automatically imported to this search space.
+							</CardDescription>
+						</CardHeader>
+						<CardContent className="space-y-4">
+							<div className="space-y-2">
+								<label className="text-sm font-medium">Webhook URL</label>
+								<div className="flex gap-2">
+									<Input value={webhookUrl} readOnly className="font-mono text-sm" />
+									<Button
+										type="button"
+										variant="outline"
+										size="icon"
+										onClick={copyToClipboard}
+										className="shrink-0"
+									>
+										{copied ? (
+											<Check className="h-4 w-4 text-green-500" />
+										) : (
+											<Copy className="h-4 w-4" />
+										)}
+									</Button>
+								</div>
+							</div>
+						</CardContent>
+					</Card>
+				)}
+
+				{/* Help Section */}
+				<Card className="mt-6">
+					<CardHeader>
+						<CardTitle className="text-lg">Setup Instructions</CardTitle>
+					</CardHeader>
+					<CardContent className="space-y-4">
+						<div>
+							<h4 className="font-medium mb-2">1. Copy the Webhook URL</h4>
+							<p className="text-sm text-muted-foreground">
+								Copy the webhook URL shown above. You'll need this for the next step.
+							</p>
+						</div>
+						<div>
+							<h4 className="font-medium mb-2">2. Open Circleback Automations</h4>
+							<p className="text-sm text-muted-foreground">
+								Go to{" "}
+								<a
+									href="https://app.circleback.ai/automations"
+									target="_blank"
+									rel="noopener noreferrer"
+									className="text-primary hover:underline inline-flex items-center gap-1"
+								>
+									Circleback Automations
+									<ExternalLink className="h-3 w-3" />
+								</a>{" "}
+								and click "Create automation".
+							</p>
+						</div>
+						<div>
+							<h4 className="font-medium mb-2">3. Configure the Webhook</h4>
+							<p className="text-sm text-muted-foreground">
+								Set your automation conditions, then select "Send webhook request" and paste the
+								webhook URL.
+							</p>
+						</div>
+						<div>
+							<h4 className="font-medium mb-2">4. Select Meeting Outcomes</h4>
+							<p className="text-sm text-muted-foreground">
+								Choose which meeting data to include: notes, transcript, action items, and
+								insights.
+							</p>
+						</div>
+						<div>
+							<h4 className="font-medium mb-2">5. Create & Test</h4>
+							<p className="text-sm text-muted-foreground">
+								Give your automation a name and create it. You can send a test request to verify
+								the integration works.
+							</p>
+						</div>
+					</CardContent>
+				</Card>
+			</motion.div>
+		</div>
+	);
+}
+

surfsense_web/components/sources/connector-data.tsx

@@ -190,20 +190,27 @@ export const connectorCategories: ConnectorCategory[] = [
 				icon: getConnectorIcon(EnumConnectorName.GOOGLE_DRIVE_CONNECTOR, "h-6 w-6"),
 				status: "available",
 			},
-			{
+		{
-				id: "luma-connector",
+			id: "luma-connector",
-				title: "Luma",
+			title: "Luma",
-				description: "luma_desc",
+			description: "luma_desc",
-				icon: getConnectorIcon(EnumConnectorName.LUMA_CONNECTOR, "h-6 w-6"),
+			icon: getConnectorIcon(EnumConnectorName.LUMA_CONNECTOR, "h-6 w-6"),
-				status: "available",
+			status: "available",
-			},
+		},
-			{
+		{
-				id: "zoom",
+			id: "circleback-connector",
-				title: "Zoom",
+			title: "Circleback",
-				description: "zoom_desc",
+			description: "circleback_desc",
-				icon: <IconBrandZoom className="h-6 w-6" />,
+			icon: getConnectorIcon(EnumConnectorName.CIRCLEBACK_CONNECTOR, "h-6 w-6"),
-				status: "coming-soon",
+			status: "available",
-			},
+		},
-		],
+		{
-	},
+			id: "zoom",
+			title: "Zoom",
+			description: "zoom_desc",
+			icon: <IconBrandZoom className="h-6 w-6" />,
+			status: "coming-soon",
+		},
+	],
+},
 ];

surfsense_web/contracts/enums/connector.ts

@@ -19,4 +19,5 @@ export enum EnumConnectorName {
 	LUMA_CONNECTOR = "LUMA_CONNECTOR",
 	ELASTICSEARCH_CONNECTOR = "ELASTICSEARCH_CONNECTOR",
 	WEBCRAWLER_CONNECTOR = "WEBCRAWLER_CONNECTOR",
+	CIRCLEBACK_CONNECTOR = "CIRCLEBACK_CONNECTOR",
 }

surfsense_web/contracts/enums/connectorIcons.tsx

@@ -15,6 +15,7 @@ import {
 	IconSparkles,
 	IconTable,
 	IconTicket,
+	IconUsersGroup,
 	IconWorldWww,
 } from "@tabler/icons-react";
 import {
@@ -74,7 +75,11 @@ export const getConnectorIcon = (connectorType: EnumConnectorName | string, clas
 			return <IconBrandElastic {...iconProps} />;
 		case EnumConnectorName.WEBCRAWLER_CONNECTOR:
 			return <Globe {...iconProps} />;
+		case EnumConnectorName.CIRCLEBACK_CONNECTOR:
+			return <IconUsersGroup {...iconProps} />;
 		// Additional cases for non-enum connector types
+		case "CIRCLEBACK":
+			return <IconUsersGroup {...iconProps} />;
 		case "CRAWLED_URL":
 			return <Globe {...iconProps} />;
 		case "YOUTUBE_VIDEO":

surfsense_web/messages/en.json

@@ -305,6 +305,7 @@
 		"bookstack_desc": "Connect to BookStack to search wiki pages and documentation.",
 		"airtable_desc": "Connect to Airtable to search records, tables and database content.",
 		"luma_desc": "Connect to Luma to search events, meetups and gatherings.",
+		"circleback_desc": "Receive meeting notes, transcripts and action items from Circleback via webhook.",
 		"calendar_desc": "Connect to Google Calendar to search events, meetings and schedules.",
 		"gmail_desc": "Connect to your Gmail account to search through your emails.",
 		"google_drive_desc": "Connect to Google Drive to search and index your files and documents.",

surfsense_web/messages/zh.json

@@ -305,6 +305,7 @@
 		"bookstack_desc": "连接到 BookStack 以搜索 Wiki 页面和文档。",
 		"airtable_desc": "连接到 Airtable 以搜索记录、表格和数据库内容。",
 		"luma_desc": "连接到 Luma 以搜索活动、聚会和集会。",
+		"circleback_desc": "通过 Webhook 从 Circleback 接收会议记录、转录和行动项目。",
 		"calendar_desc": "连接到 Google 日历以搜索活动、会议和日程。",
 		"gmail_desc": "连接到您的 Gmail 账户以搜索您的电子邮件。",
 		"google_drive_desc": "连接到 Google 云端硬盘以搜索和索引您的文件和文档。",