- An understanding of Read AI’s core functionality
- Experience using productivity platforms such as Slack, Notion, or Google Workspace
- Basic familiarity with CRM systems or task management tools
Audience
- Operations managers
- Sales and customer success teams
- Tech-savvy team leads
- IT support staff or internal tool administrators
Read AI is an AI-powered meeting assistant that can be deeply integrated into communication and productivity ecosystems to streamline operations and enhance collaboration.
This instructor-led, live training (online or onsite) is aimed at intermediate-level to advanced-level professionals who wish to integrate Read AI with platforms like Slack, CRM systems, and Notion to automate workflows and improve team efficiency.
By the end of this training, participants will be able to:
- Connect Read AI with Slack, Salesforce, Notion, and similar tool.
- Automate the delivery of meeting summaries and action items across platforms.
- Sync Read AI data with CRM systems and task boards.
- Troubleshoot integration issues and optimize configurations for team needs.
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.
Integration Overview
- Understanding the Read AI integration architecture
- Types of integrations: one-way vs. two-way
- Overview of supported platforms: Slack, Notion, Salesforce, HubSpot, Zapier
Slack and Communication Tools
- Connecting Read AI to Slack channels and users
- Configuring automatic summary delivery to relevant teams
- Custom notifications, threading, and linking back to meetings
CRM Integration
- Linking Read AI with Salesforce or HubSpot accounts
- Logging meetings and action items into CRM pipelines
- Tracking client discussions and sales opportunities with context
Read AI + Notion
- Syncing meeting summaries to Notion pages and databases
- Using templates and structured formats for consistency
- Organizing notes by project, client, or team
Workflow Automation
- Using Zapier or Make to create automated triggers
- Building flows for post-meeting task creation and assignment
- Ensuring privacy and permissions across platforms
Optimization and Troubleshooting
- Best practices for managing API tokens and security
- Diagnosing common errors and misconfigurations
- Scalability considerations for large teams and enterprises
Summary and Next Steps
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