For those who want to know what it takes to get started with Read AI, here’s a step-by-step guide of the onboarding flow, as of Q1 2025. To learn more about our onboarding philosophy, click here.
1. To create a Read AI Account, click "Try for free!"
2. From the "Create account" tab, choose the method you want to use to create and login to your account.
2.a. SSOs are a way of authenticating to log in to a service (like Read AI) using your account information from another platform (like Google). Using SSOs means that you don't have to create and manage a new password for your Read account. That is what we'll choose for this example. After reviewing them, click the "I have read and agree to Read's Privacy Policy and Terms of Service" field.
To continue with SSO, select "Continue with Google" or any of the other SSOs available to you, based on the accounts you are logged into in your device.
Select the account you want to connect with.
In this step you can see which permissions Read AI needs to create your account. It is also another opportunity to review our Privacy Policy and Terms of Service. Click "Continue".
If you choose Microsoft SSO, these steps will look a little different:
2.b. If you choose to create an account with an email and password, click on “Sign up with email"
Type in your email address, check the box for “I have Read and agree to Read’s Privacy Policy and Terms of Service”, and click “Continue”
Add your name and password, and click “Sign up”
3. At this point, your Read AI account has been created, and you can now configure it. Fill out your profile information, and click "Continue"
4. The next step is connecting Read AI to your calendar. This is how Read AI will be able to see meetings you are part of that it should potentially join. It is also how it will know who could receive a meeting report if you choose to share one. Click on the calendar you want to connect. In this case, we will do "Google Calendar."
5. Click on the account for the calendar you want to connect.
6. Click “Continue”
7. In this step, you will give Read AI access to your selected calendar. It needs to view your meetings so it knows which ones to join, and it might need to edit your calendar to update an event with the link to the report -if you choose to share reports that way. Click the "Select all" field. Here you can also see the access previously granted to Read in order to link to your email address, and another chance to review Read's Privacy Policy and Terms of Service.
8. Click "Continue"
9. Now you will configure 1) which meetings from your calendar Read AI should join automatically, and 2) whether reports will be emailed. This step is important.
10. The default is to have Read AI join all your meetings. This is so you can make the most of your free trial and get a proper look at Read AI in action. You can adjust this setting by clicking on the drop down arrow for "Read Assistant will join." The options are having it join all your meetings, only meetings you host, or only those you invite it to (this last setting means it will not automatically join anything, so you will have to add Read AI manually to your meetings if you want it to join). Select your preference.
11. Now, configure whether Read AI should automatically share meeting reports via email with meeting participants. The default is sharing with participants with access (more on this in a minute).
12. Click on the drop down arrow for "Email meeting recaps to." The options are people with access, only you, or no one. Select your preference.
13. Click "Advanced Settings"
14. Here you can determine whether Read AI should include a transcript and audio/video playback in your reports. This is where you determine which meeting participants should have access to your reports. Click on the drop down arrow for "External participant report access."
15. External participants are those who are part of the meeting, but have an email with a different domain from yours. you can give them viewer or editor access, or no access. Select your preference and click "Done."
16. Click "Continue"
17. Next, you can connect additional Integrations to make the most out of Read AI. The more integrations you enable, the more Read can do to boost your productivity. For now, we can skip this step by clicking "I'll do this later."
18. In this next step you can connect your Zoom account and install Read's Chrome app. You can also click "Finish! 🎉" to complete the onboarding flow.
BONUS: You will land on the Reports page, but you can adjust your settings at any point by clicking on the button with your email on the bottom left corner of the screen. Click this icon.
From this menu you can access:
- Your Plan & Billing page to see information related to your plan and any future billing. Please note that saving a payment method is not necessary for the free trial.
- Create a Workspace to manage multiple licenses if you want other people in your organization to try Read AI .
- Contact Support
- Log Out
- Review your settings. Click on "Account Settings"
From your Account settings, click on "Integrations." Here, you can connect or disconnect calendars and other integrations at any point.
Click on "Meeting Assistant." Here, you can adjust which meetings Read AI joins automatically, or disable auto-join altogether. You can also change how your assistant is displayed when it joins meetings.
From "Report Sharing & Notifications" you can adjust who has access to your reports, whether your reports are automatically shared, and how. This can also be changed at any point.
Under Advanced, you can see that our default is that user's data is opted out from training our models, and any active sessions from your account. If you ever choose to delete your Read AI account, this is where you can do it.
19. About an hour after you create your account, you will receive a “Welcome to Read” email
Joining Read AI From a Shared Report
1. When a person using Read AI invites it to meetings, they have the option to share the report with meeting attendees based on their settings. To ensure that meeting reports are only shared with intended participants, by default anyone who is not a ReadAI user already will need to create an account to access the meeting notes. However, Read AI also offers an option to make reports publicly accessible via a shareable link—no account required. The meeting report owner controls these sharing settings.
Start by clicking "View Meeting Report"
2. From the "Create account" tab, choose the method you want to use to create and login to your account.
2.a. SSOs are a way of authenticating to log in to a service (like ReadAI ) using your account information from another platform (like Google). Using SSOs means that you don't have to create and manage a new password for your Read account. That is what we'll choose for this example. After reviewing them, click the "I have read and agree to Read's Privacy Policy and Terms of Service" field.
Make sure to select the email address where you received the shared report.
In this step you can see which permissions Read AI needs to create your account. It is also another opportunity to review our Privacy Policy and Terms of Service. Click "Continue".
If you choose Microsoft SSO, these steps will look a little different:
2.b. If you choose to create an account with an email and password, click on “Sign up with email"
Type in the email address where the report was shared, check the box for “I have Read and agree to Read’s Privacy Policy and Terms of Service”, and click “Continue”
Add your name and password, and click “Sign up”
3. At this point, your Read AI account has been created, and you can now configure it. Fill out your profile information, and click "Continue"
4. Now you will configure 1) which meetings from your calendar Read should join automatically, and 2) whether reports will be emailed. This step is important.
5. The default is to have Read AI join all your meetings. This is so you can make the most of your free trial and get a proper look at Read AI in action. You can adjust this setting by clicking on the drop down arrow for "Read Assistant will join." The options are having it join all your meetings, only meetings you host, or only those you invite it to (this last settings means it will not automatically join anything, so you will have to add Read manually to your meetings if you want it to join). Select your preference.
6. Now, configure whether Read AI should automatically share meeting reports via email with meeting participants. The default is sharing with participants with access (more on this in a minute).
7. Click on the drop down arrow for "Email meeting recaps to." The options are people with access, only you, or no one. Select your preference.
8. Click "Advanced Settings"
9. Here you can determine whether Read AI should include a transcript, and audio/video playback in your reports. This is where you determine which meeting participants should have access to your reports. Click on the drop down arrow for "External participant report access."
10. External participants are those who are part of the meeting, but have an email with a different domain from yours. you can give them viewer or editor access, or no access. Select your preference and click "Done."
11. Click "Continue"
12. Next, you can connect additional Integrations to make the most out of Read AI. The more integrations you enable, the more Read can do to boost your productivity. For now, we can skip this step by clicking "I'll do this later."
13. In this next step you can connect your Zoom account and install Read's Chrome app. You can also click "Finish! 🎉" to complete the onboarding flow.
14. After a brief tutorial that you can close at any point, you will be taken to the report that was shared with you. If you accidentally click out of it, and need to find it again, look on Reports, and click the "Shared with me" tab
Your shared report will be there.
About an hour after you create your account, you will receive a “Welcome to Read” email from “Team at Read.” There you will find an Intro to Read AI, links to your settings, information on how we protect your data, the plan you are in, and instructions to delete your account and unsubscribe from our emails if you wish to do so. You’re in!