- 了解Read AI的核心功能
- 使用Slack、Notion或Google Workspace等生产力平台的经验
- 对CRM系统或任务管理工具的基本熟悉
受众
- 运营经理
- 销售和客户成功团队
- 技术精通的团队负责人
- IT支持人员或内部工具管理员
Read AI是一款由AI驱动的会议助手，可以深度集成到沟通和生产力生态系统中，以简化操作并增强协作。
本次由讲师主导的培训（线上或线下）面向中高级专业人士，旨在帮助他们将Read AI与Slack、CRM系统和Notion等平台集成，以自动化工作流程并提高团队效率。
培训结束后，参与者将能够：
- 将Read AI与Slack、Salesforce、Notion及类似工具连接。
- 跨平台自动发送会议摘要和行动项。
- 将Read AI数据与CRM系统和任务板同步。
- 解决集成问题并根据团队需求优化配置。
课程形式
- 互动讲座与讨论。
- 大量练习与实践。
- 在实时实验环境中进行实际操作。
课程定制选项
- 如需为本课程定制培训，请联系我们安排。
整合概述
- 了解Read AI的整合架构
- 整合类型：单向 vs. 双向
- 支持的平台概述：Slack、Notion、Salesforce、HubSpot、Zapier
Slack和Communication工具
- 将Read AI连接到Slack的频道和用户
- 配置自动摘要交付给相关团队
- 自定义通知、线程化，并连结回会议
CRM整合
- 将Read AI与Salesforce或HubSpot帐户连结
- 将会议和行动项目记录到CRM管道中
- 在上下文中追踪客户讨论和销售机会
Read AI + Notion
- 将会议摘要同步到Notion页面和数据库
- 使用模板和结构化格式以保持一致性
- 按项目、客户或团队组织笔记
Workflow Automation
- 使用Zapier或Make创建自动触发器
- 构建流程以创建和分配会后任务
- 确保跨平台的隐私和权限
优化与故障排除
- 管理API令牌和安全性最佳实践
- 诊断常见错误和配置问题
- 大型团队和企业的可扩展性考虑
总结与下一步
United Arab Emirates - Advanced Read AI: Integrating with Slack, CRM, and Notion
Qatar - Advanced Read AI: Integrating with Slack, CRM, and Notion
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Nepal - Advanced Read AI: Integrating with Slack, CRM, and Notion
Uzbekistan - Advanced Read AI: Integrating with Slack, CRM, and Notion