Overview
Read makes it easy to turn action items identified in your meetings into Salesforce tasks, ensuring nothing falls through the cracks. By pushing action items directly to Salesforce, you can streamline follow-up, improve accountability, and keep your CRM up to date—without manual copy-paste.
Prerequisites
- Your Read account must be connected to Salesforce (see Connecting Your Read Account to Salesforce).
- You must have permission to create tasks in Salesforce.
- This feature is available on Read’s Pro, Enterprise, and Enterprise+ plans.
How It Works
- Read automatically detects action items from your meeting transcripts and summaries.
- You can review, edit, and select which action items to push to Salesforce as tasks.
- Tasks created in Salesforce may be linked to the relevant contact, company, or deal, or other record type, and can be managed just like any other Salesforce task.
Step-by-Step Instructions
- Review Action Items
- After your meeting, open the meeting report in Read.
- Scroll to the “Action Items” section to see all detected follow-ups.
- Create Salesforce Tasks
- Next to each action item you want to track, click the “Create Salesforce Task” button.
- A dialog will appear allowing you to review and edit the task details (title, description, due date, assignee, etc.). Tasks are assigned to you by default, or the user who enabled your workspace integration.
- Make sure to fill out any required fields, like due date.
- Optionally, choose Salesforce records to associate the task with.
- Click “Create” to push it to Salesforce.
- Manage Your Tasks in Salesforce
- The new task will appear in Salesforce, linked to any record(s) that were selected.
- You can update, complete, or reassign the task directly from Salesforce as needed.
Tips & Best Practices
- Edit task details before pushing to ensure clarity and correct assignment.
- Use this feature to keep your CRM aligned with meeting outcomes and drive timely follow-up.
- You can create multiple Salesforce tasks from a single meeting report.
Troubleshooting
- If you can’t click the option to create Salesforce tasks, ensure your integration is active and you have the necessary permissions.
- If a task doesn’t appear in Salesforce, refresh your CRM and check that it was associated with the correct record.
- For persistent issues, contact Read support.