- 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的整合架構
- 整合類型：單向 vs. 雙向
- 支持的平台概述：Slack、Notion、Salesforce、HubSpot、Zapier
Slack和Communication工具
- 將Read AI連接到Slack的頻道和用戶
- 配置自動摘要交付給相關團隊
- 自定義通知、線程化，並連結回會議
CRM整合
- 將Read AI與Salesforce或HubSpot帳戶連結
- 將會議和行動項目記錄到CRM管道中
- 在上下文中追蹤客戶討論和銷售機會
Read AI + Notion
- 將會議摘要同步到Notion頁面和數據庫
- 使用模板和結構化格式以保持一致性
- 按項目、客戶或團隊組織筆記
Workflow Automation
- 使用Zapier或Make創建自動觸發器
- 構建流程以創建和分配會後任務
- 確保跨平台的隱私和權限
優化與故障排除
- 管理API令牌和安全性最佳實踐
- 診斷常見錯誤和配置問題
- 大型團隊和企業的可擴展性考慮
總結與下一步
United Arab Emirates - Advanced Read AI: Integrating with Slack, CRM, and Notion
Qatar - Advanced Read AI: Integrating with Slack, CRM, and Notion
Egypt - Advanced Read AI: Integrating with Slack, CRM, and Notion
Saudi Arabia - Advanced Read AI: Integrating with Slack, CRM, and Notion
South Africa - Advanced Read AI: Integrating with Slack, CRM, and Notion
Brasil - Advanced Read AI: Integrating with Slack, CRM, and Notion
Canada - Advanced Read AI: Integrating with Slack, CRM, and Notion
中国 - Advanced Read AI: Integrating with Slack, CRM, and Notion
香港 - Advanced Read AI: Integrating with Slack, CRM, and Notion
澳門 - Advanced Read AI: Integrating with Slack, CRM, and Notion
台灣 - Advanced Read AI: Integrating with Slack, CRM, and Notion
USA - Advanced Read AI: Integrating with Slack, CRM, and Notion
Österreich - Advanced Read AI: Integrating with Slack, CRM, and Notion
Schweiz - Advanced Read AI: Integrating with Slack, CRM, and Notion
Deutschland - Advanced Read AI: Integrating with Slack, CRM, and Notion
Czech Republic - Advanced Read AI: Integrating with Slack, CRM, and Notion
Denmark - Advanced Read AI: Integrating with Slack, CRM, and Notion
Estonia - Advanced Read AI: Integrating with Slack, CRM, and Notion
Finland - Advanced Read AI: Integrating with Slack, CRM, and Notion
Greece - Advanced Read AI: Integrating with Slack, CRM, and Notion
Magyarország - Advanced Read AI: Integrating with Slack, CRM, and Notion
Ireland - Advanced Read AI: Integrating with Slack, CRM, and Notion
Luxembourg - Advanced Read AI: Integrating with Slack, CRM, and Notion
Latvia - Advanced Read AI: Integrating with Slack, CRM, and Notion
España - Advanced Read AI: Integrating with Slack, CRM, and Notion
Italia - Advanced Read AI: Integrating with Slack, CRM, and Notion
Lithuania - Advanced Read AI: Integrating with Slack, CRM, and Notion
Nederland - Advanced Read AI: Integrating with Slack, CRM, and Notion
Norway - Advanced Read AI: Integrating with Slack, CRM, and Notion
Portugal - Advanced Read AI: Integrating with Slack, CRM, and Notion
România - Advanced Read AI: Integrating with Slack, CRM, and Notion
Sverige - Advanced Read AI: Integrating with Slack, CRM, and Notion
Türkiye - Advanced Read AI: Integrating with Slack, CRM, and Notion
Malta - Advanced Read AI: Integrating with Slack, CRM, and Notion
Belgique - Advanced Read AI: Integrating with Slack, CRM, and Notion
France - Advanced Read AI: Integrating with Slack, CRM, and Notion
日本 - Advanced Read AI: Integrating with Slack, CRM, and Notion
Australia - Advanced Read AI: Integrating with Slack, CRM, and Notion
Malaysia - Advanced Read AI: Integrating with Slack, CRM, and Notion
New Zealand - Advanced Read AI: Integrating with Slack, CRM, and Notion
Philippines - Advanced Read AI: Integrating with Slack, CRM, and Notion
Singapore - Advanced Read AI: Integrating with Slack, CRM, and Notion
Thailand - Advanced Read AI: Integrating with Slack, CRM, and Notion
Vietnam - Advanced Read AI: Integrating with Slack, CRM, and Notion
India - Advanced Read AI: Integrating with Slack, CRM, and Notion
Argentina - Advanced Read AI: Integrating with Slack, CRM, and Notion
Chile - Advanced Read AI: Integrating with Slack, CRM, and Notion
Costa Rica - Advanced Read AI: Integrating with Slack, CRM, and Notion
Ecuador - Advanced Read AI: Integrating with Slack, CRM, and Notion
Guatemala - Advanced Read AI: Integrating with Slack, CRM, and Notion
Colombia - Advanced Read AI: Integrating with Slack, CRM, and Notion
México - Advanced Read AI: Integrating with Slack, CRM, and Notion
Panama - Advanced Read AI: Integrating with Slack, CRM, and Notion
Peru - Advanced Read AI: Integrating with Slack, CRM, and Notion
Uruguay - Advanced Read AI: Integrating with Slack, CRM, and Notion
Venezuela - Advanced Read AI: Integrating with Slack, CRM, and Notion
Polska - Advanced Read AI: Integrating with Slack, CRM, and Notion
United Kingdom - Advanced Read AI: Integrating with Slack, CRM, and Notion
South Korea - Advanced Read AI: Integrating with Slack, CRM, and Notion
Pakistan - Advanced Read AI: Integrating with Slack, CRM, and Notion
Sri Lanka - Advanced Read AI: Integrating with Slack, CRM, and Notion
Bulgaria - Advanced Read AI: Integrating with Slack, CRM, and Notion
Bolivia - Advanced Read AI: Integrating with Slack, CRM, and Notion
Indonesia - Advanced Read AI: Integrating with Slack, CRM, and Notion
Kazakhstan - Advanced Read AI: Integrating with Slack, CRM, and Notion
Moldova - Advanced Read AI: Integrating with Slack, CRM, and Notion
Morocco - Advanced Read AI: Integrating with Slack, CRM, and Notion
Tunisia - Advanced Read AI: Integrating with Slack, CRM, and Notion
Kuwait - Advanced Read AI: Integrating with Slack, CRM, and Notion
Oman - Advanced Read AI: Integrating with Slack, CRM, and Notion
Slovakia - Advanced Read AI: Integrating with Slack, CRM, and Notion
Kenya - Advanced Read AI: Integrating with Slack, CRM, and Notion
Nigeria - Advanced Read AI: Integrating with Slack, CRM, and Notion
Botswana - Advanced Read AI: Integrating with Slack, CRM, and Notion
Slovenia - Advanced Read AI: Integrating with Slack, CRM, and Notion
Croatia - Advanced Read AI: Integrating with Slack, CRM, and Notion
Serbia - Advanced Read AI: Integrating with Slack, CRM, and Notion
Bhutan - Advanced Read AI: Integrating with Slack, CRM, and Notion
Nepal - Advanced Read AI: Integrating with Slack, CRM, and Notion
Uzbekistan - Advanced Read AI: Integrating with Slack, CRM, and Notion