Hello and welcome to Read. We're thrilled that you're considering using our platform.
Here's how you can get started:
- Click here to go to the Create Account page:
- Check the box to agree to Read's Privacy Policy and Terms of Service
- Choose your login method
- For convenience, you can create and log in to your account using Google, Zoom, Microsoft, and/or Slack -- see this article for more details on single sign-on (SSO)
- You can alternatively sign up with just an email and password
- You can always add additional login methods to your account later
- If you choose one of the SSO options, you must go through the authorization process with your login provider. If you choose email, you have to provide your name and a password, and click "Sign up"
- At this point, your account has been created, and you'll be dropped into Read's onboarding wizard:
- Choose which calendar(s) you want to use with Read and go through the authorization process
- Configure some basic but important settings, such as which meetings you want Read to auto-join and who should receive meeting recaps via email afterwards:
Please pay attention to these settings, sometimes users skim over this and then are surprised when Read starts joining all of their meetings or sends a summary report out to everyone from the meeting. - You can also review these and some additional settings by clicking on "Advanced Settings":
- You can choose whether the Read Assistant (bot) should automatically join and record all calendar events, only events you host, or only events you invite Read to:
- You can disable meeting transcription (which also disables all automatic note-taking), as well as audio/video playback on your reports:
- You can control whether everyone invited to your meeting automatically gets access to your report on Read:
Internal vs. external is determined based on having the same email domain as you. If signing up with a personal email address (e.g. "@gmail.com"), then all meeting participants are considered external. - You can choose whether the internal and/or external people who have access will receive a meeting recap, with the summary and a link to the report on Read:
Other options are to only send to you, or to not send them at all. Pre-Reads are just meeting recaps from a past meeting that get sent out right before the next instance of that (recurring) meeting.
- You can choose whether the Read Assistant (bot) should automatically join and record all calendar events, only events you host, or only events you invite Read to:
- After connecting your calendar and confirming those settings, Read recommends you connect some additional integrations:
Connecting these integrations will allow you to receive summaries for your emails and/or chat messages, called Readouts. This step is optional. - On the last step, you can opt to participate in the Read Customer Experience Program:
- If you didn't use Zoom SSO to sign up, but you have meetings on Zoom, Read strongly recommends that you connect your Zoom account on this step too:
Not connecting will limit Read's functionality if you ever host a Zoom meeting - Congratulations, you're done! After clicking "Finish" you'll get dropped in the Read app, where you can watch a demo video and learn a bit about Read's features.