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Course Outline
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
Requirements
- 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
7 Hours
