Read AI Essentials: Meeting Summaries and Insights

• An understanding of basic meeting workflows
• Experience with video conferencing tools such as Zoom, Microsoft Teams, or Google Meet
• Familiarity with collaborative work environments

Audience

• Project managers
• Executive assistants
• Team leads
• Professionals attending frequent meetings

Read AI is an AI-powered meeting assistant that automatically records, summarizes, and analyzes virtual meetings to improve productivity and decision-making.

This instructor-led, live training (online or onsite) is aimed at beginner-level professionals who wish to learn how to use Read AI to capture meeting summaries, extract key insights, and generate action items with minimal manual effort.

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

• Set up and configure Read AI for meetings across major platforms.
• Automatically generate meeting summaries and identify action items.
• Interpret engagement and sentiment analytics provided by Read AI.
• Share, edit, and organize summaries effectively for team collaboration.

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.

Getting Started with Read AI

• Overview of Read AI and its capabilities
• Supported meeting platforms and integration setup
• Understanding meeting roles and permissions

Using Read AI During Meetings

• Joining and recording meetings with Read AI
• Live transcription and note capture
• Real-time participant and topic tracking

Meeting Summaries and Insights

• Accessing and reviewing meeting summaries
• Identifying key takeaways, topics, and speaker contributions
• Using smart highlights and auto-generated action items

Collaboration and Sharing

• Sharing summaries with teams via email or link
• Using Read AI with Google Drive, Notion, and other tools
• Tagging and organizing meetings by project or topic

Analytics and Engagement Tracking

• Understanding engagement and sentiment graphs
• Analyzing speaker activity and talk time
• Using analytics to improve future meetings

Best Practices for Effective Use

• Ensuring meeting privacy and consent
• Combining Read AI with meeting agendas and pre-reads
• Staying organized with meeting archives and filters

Summary and Next Steps