Create a Read AI account and authorize access to your calendar. Read AI works with Google and Microsoft calendars, where it can automatically join the meetings you choose. Decide whether you want it in every meeting or only certain ones, such as client calls and team reviews, to balance coverage with simplicity.

Connect the meeting platforms you use most. Read AI integrates with Zoom, Microsoft Teams and Google Meet, and its bot joins the call securely when your meeting starts. Grant the relevant permissions so the assistant can record, transcribe and later deliver notes to the right people.

Before your first live meeting, set your preferences. Choose whether you want Read AI to capture video and audio, enable live captions for everyone, and opt into an automatically generated summary. Fine-tuning these defaults now means every future meeting is processed exactly the way you like.

When a meeting starts, Read AI’s assistant appears as a participant and records the conversation. You and your team can continue as normal; the assistant handles the note-taking. If it is a sensitive call you do not want captured, you can simply decline its invite or remove it for that session.

After the call, read the summary Read AI generates. In seconds you get a concise recap with the key points, decisions and owners, plus a timestamped transcript if you need a verbatim record. This recap lands in your inbox or meeting feed so you and any invitees can review it without hunting for files.

Focus on the action items. Read AI extracts actionable next steps and who they belong to, which turns a vague discussion into a clear to-do list. Share the summary with absent teammates so nobody falls behind, and use it to prepare for the next meeting instead of guessing what was agreed.

Leverage the analytics to improve how your team meets. Participation and sentiment insights show who spoke often and how engaged people were, which is valuable for spotting one-sided discussions or disengaged attendees. Use these patterns to run more balanced, productive sessions over time.

Review delivered recaps in your dashboard and email clients too. Many teams connect Read AI to Slack or their CRM so summaries flow straight into the tools where work happens. A summary saved in your CRM, for instance, keeps client context ready for the whole account team.

That is your new meeting workflow. With Read AI capturing summaries and actions automatically, your team stops losing context between calls and saves hours every week. Connect it to your calendar today and let your next meeting become a summarized, action-ready record.