Most users are familiar with Read's meeting reports that are available after the call, but did you know that you can also view live notes and transcription while your meeting is happening? Whether you missed part of the meeting and need to get caught up, or just want to go back and reference something that was discussed earlier, live notes and transcripts can help you stay on top of the conversation during your meetings.
There are a few ways to enable live notes with Read - this article will explain how to do so using Microsoft OneNote, but you can see below for other methods.
Enabling the OneNote integration
Enabling live notes with Microsoft OneNote is easy, simply locate OneNote on your Apps & Integrations page and click "Connect":
After going through the authorization with Microsoft to grant the necessary permission, you'll get sent back to Read. Here you'll see a setting you can configure to control document access:
By default, all new OneNote notebooks will be created on your OneDrive as accessible to anyone with the link. Your other option is to make it accessible only to you by default. In either case, you can always adjust the sharing directly from OneNote/OneDrive after it's created.
How it works
Finding your live notes
After enabling the OneNote integration, Read will automatically write live notes and transcripts to a notebook whenever it is added to a meeting. Shortly after Read joins the call, you'll receive a link to the notes in your meeting chat, so you and other participants can easily find it:
All notebooks are written to the default location for new OneNote notebooks on your OneDrive. This location may vary depending on your Microsoft configuration, you should look under "My files" for either a "Notebooks" or "Documents" folder.
Notebooks are named using the date and time of the meeting (in YYYY-MM-DD HHMM format), followed by the meeting title. Within each notebook, you'll find a section with separate pages for the summary and transcript. If your meeting is part of a recurring series, each instance will go under a new section in the same notebook, otherwise you'll get a new notebook for each new meeting you have.
Be aware that if you added Read manually, your title won't get pulled from any calendar event and may be something generic like "Teams Meeting".
Notebook layout
Each notebook will look something like this:
You can navigate between the summary and transcript pages using the menu on the left. Within the summary page, you'll find a few components:
- At the top you'll see a list of the list of invited guests' emails.
- Right below is a link to the full meeting report (available on Read after the meeting ends)
- Underneath that is a "Your Notes" section, where you can type in any notes you want to take manually
- After the line break, you'll see the "Live Notes" section, which Read will update automatically throughout your meeting
At the top of the live notes section you can see the most recent line from the transcript. Below this, Read will generate live notes for your meeting in a bulleted list format. Read should generate new bullet points roughly every minute or two, depending on the pace of conversation. Please do not manually edit the "live notes" notes during the meeting, or else it may lead to issues with the automatic note generation.
Lastly, remember that if you want to adjust the sharing on this document beyond the two preset settings from Read, just click on the "Share" button at the top right of the notebook.
Other ways to get live notes
If you use Google Workspace, check out Read's Google Docs integration for live notes.
You can also access live notes from Read's live meeting dashboard. There you can view live notes, as well as real-time metrics and access other tools during your meeting, however unless you connect the Docs or OneNote integration, your live notes won't be saved after the call.