I don’t love work meetings, but the reality is I wouldn’t get a lot done without them. From sharing team updates to outlining project briefs, they’re a big part of how we share information at work.
It’s the stuff that comes after a meeting that can be a hassle. From drafting meeting summaries to assigning action items to the right people, those follow up tasks can take up a lot of space.
That’s exactly where Read AI comes in. The tool works in the background of your calls, using AI to generate meeting summaries, transcripts, and action items—so you don’t have to. And, when you pair it with Zapier, you can connect Read AI to thousands of other apps and automate workflows (what we call Zaps) to streamline your productivity. From sharing meeting notes in Slack to creating tasks in Todoist, here are four ways you can automate Read AI.
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To get started with a Zap template—what we call our pre-made workflows—just click on the button. It only takes a few minutes to set up. You can read more about setting up Zaps here.
Create official tasks from your action items
Meetings are usually just the first step towards completing a wider work project or converting a prospect. Afterwards, you’ll probably need to assign specific tasks to your team members or send leads a follow-up note.
While the Read AI app automatically extracts action items from your live calls, you still have to remember to create official records in your project management apps. But remembering to do this manually is when mistakes can happen.
With these Zaps, you can automatically create tasks in Notion, Todoist, or another tool you use to track projects, so you and your team never miss a trick.
Share meeting notes with your team
From writing summaries or transcripts to creating action items, Read AI does a great job of organizing your meetings into useful content. But don’t let that content live in isolation—send it to your team, automatically.
However you communicate with your team members, be that via Slack or email, you can use Zapier to send them those notes right after a meeting ends. That way, everybody can take action and stay up to speed in real-time.
Add meeting attendees and engagements to your CRM
Whether you work in sales and regularly chat with leads or you routinely source feedback from your existing customers, you’ll want to make sure you add those meeting notes to your CRM.
That way, the rest of your sales and marketing teams can see where your leads are in the sales funnel or whether customers require a follow up call.
With Zapier, you can automatically add those engagements to the right person directly in your CRM. And, if that person doesn’t exist yet in your CRM, Zapier will create them for you.
But what if you’re hosting a webinar or a meeting that has more than one attendee? You can use these multi-step Zaps to automatically capture each participant and add them straight to your CRM.
Keep a running log of your meetings
Do you typically store meeting notes and other related content in a Google Doc or in a spreadsheet? Doing so allows you and your team to easily refer back to specific action items and summaries or share them with other teams and departments.
Plus, it helps you keep a running log of all your meetings. With these Zaps, you can fully automate the process, so any time Read AI generates new meeting notes, they’ll be sent to your spreadsheet, doc, or drive.
Take control of your meetings with Read AI and Zapier
By itself, Read AI can make your meetings a lot more efficient without resorting to tedious admin tasks. But when you connect it to Zapier, you can streamline your productivity and take it to the next level.
Plus, think about it: You’ll never have to comb through a meeting transcript or remember to send notes to your team again. The dream.
