Teams and Read AI for Productive Meetings

• Basic familiarity with Microsoft Teams
• Experience participating in or hosting virtual meetings

Audience

• Team leaders and project managers
• Business professionals seeking to enhance meeting productivity
• HR and L&D professionals managing collaborative initiatives

Microsoft Teams and Read AI are powerful tools designed to streamline communication and enhance productivity in virtual meetings. Together, they empower professionals to run more effective sessions through automation, intelligent insights, and seamless collaboration.

This instructor-led, live training (online or onsite) is aimed at intermediate-level professionals who wish to optimize their use of Microsoft Teams and Read AI to enhance meeting outcomes and workflow efficiency.

By the end of this training, participants will be able to:

• Configure and optimize Microsoft Teams for efficient meetings.
• Integrate and personalize Read AI within Teams.
• Use AI-powered features like summaries, transcripts, and participation analytics.
• Improve collaboration, task tracking, and follow-up actions post-meeting.
• Apply advanced strategies and use cases for sustained productivity.

Format of the Course

• Interactive lecture and discussion.
• Lots of exercises and practice.
• Hands-on implementation in a live-lab environment.

Course Customization Options

• To request a customized training for this course, please contact us to arrange.

Module 1: Microsoft Teams Fundamentals for Efficient Meetings

• Lesson 1: Introduction to Microsoft Teams and Core Features
  • Overview of Teams: chat, meetings, files, and apps
  • Setting up effective meetings: scheduling, invites, and roles
  • Real-time collaboration tools: whiteboard, shared notes, polls
• Lesson 2: Optimizing Meetings with Teams
  • Best practices for managing virtual meetings
  • Using channels for topic and project tracking
  • Integrating third-party apps and tools in Teams

Module 2: Introduction and Configuration of Read AI with Teams

• Lesson 3: What is Read AI and How Does It Integrate with Teams?
  • Read AI features: auto summaries, transcripts, participation analysis
  • Integration process with Microsoft Teams
  • Configuring permissions and privacy settings
• Lesson 4: Configuring and Customizing Read AI in Teams
  • Setting Read AI preferences for Teams meetings
  • Navigating the Read AI interface within Teams
  • Understanding different types of reports generated by Read AI

Module 3: Enhancing Meeting Productivity with Read AI in Teams

• Lesson 5: Smart Summaries and Transcriptions with Read AI
  • Analyzing Read AI-generated meeting summaries
  • Using transcripts for detailed meeting review
  • Efficient search techniques for long transcripts
• Lesson 6: Participation Analysis and Action Tracking
  • Reading participation metrics to improve meeting dynamics
  • Identifying key points and decisions made
  • Implementing Read AI action items in Teams channels
  • Tracking tasks and pending actions with Read AI and Teams

Module 4: Advanced Strategies and Practical Applications

• Lesson 7: Workflow Automation with Teams and Read AI
  • Integrating Read AI into project and team workflows
  • Using Teams automation tools for meeting follow-up
  • Tips and best practices for using both platforms together
• Lesson 8: Use Cases and Best Practices
  • Applying Teams and Read AI in professional scenarios (sales, training, projects)
  • Strategies for continuous improvement in meeting productivity
  • Security and privacy when using Teams and Read AI together

Module 5: Hands-on Practice and Exercises

• Practical exercises using Teams meetings and Read AI analysis
• Case study analysis and advanced strategy application
• Q&A sessions and discussion of best practices