You can add or remove meeting reports from folders in several places throughout Read AI. This flexibility allows you to organize your reports efficiently, whether you’re working from a list view, a specific report, or managing a folder directly.

Where to Add or Remove Reports

1. From the Reports page: In the "Folders" column, select the "Folder" dropdown and choose the desired folder(s). You can also choose to create a new folder. Select "Apply to all meetings in series" to add all past and future meetings automatically to the folder. To remove this report from the folder, unselect the checkbox next to the folder name.

2. From the individual Report page: Select the "folder" icon to open the list and select/deselect folders to add or remove the current report. You can also apply this change to all meetings in the series, or create a new folder from this view.

3. Individual Folder page: You can add report to a particular folder from its dedicated page, by selecting "Add Reports". Users can add reports to it by clicking "Add Reports". A pop-up will show a list with lite filtering options to search and choose reports to add.

To remove a report, use the overflow menu (three dots) next to the report and select “Remove From Folder.” This action removes the report from the folder but does not delete the report itself.

Automating Folder Updates

You can use Ask Read to automate folder updates for you. You can ask it to do things like "move all of my meetings with someone at acme.com to the Acme folder" or "move all meetings with 'Kick-off call' in the title to a Customer Kick Off Calls folder". 

You can also ask it to do this on a schedule, for example - "every day at 9am, check for new meetings with someone from acme.com. Move those to the Acme folder". Once you've set up a schedule, you can view the history and results of each time it ran by finding the original query in your search history.