You can now choose and manage meeting report templates right from the Read AI mobile app. Templates structure a meeting report around a specific meeting type, framework, or workflow, such as a 1:1, a candidate interview, or BANT for CRM.
From the app you can browse the Template Library, set a default template, and create rules that apply templates automatically. It takes four steps.
Step 1: Open your account menu
Open the Read AI app and tap your initials (or profile picture) in the top-right corner of the screen.
Step 2: Go to Account Settings
On the Account screen, tap Account Settings.
Step 3: Open Templates
Scroll down the Account Settings list and tap Templates.
Step 4: Manage your templates and set a default
The Templates page has three sections:
- Manage Templates: tap Template Library to view, create, and edit templates available to you and your workspace.
- Your Default Template: the template applied to all meetings that don't match any rule.
- Template Auto-Apply Rules: tap Create Rule to apply a template automatically to meetings that match certain conditions.
To change your default template:
- Tap the dropdown under Your Default Template (it shows Read AI Recap unless you've changed it).
- Scroll the list, or type in the Search templates... box to find a template.
- Tap the template you want. A checkmark shows your current selection.
Good to know
- Only your own view changes. Your default template and auto-apply rules change only how you see the meeting report. Other participants see their own template.
- Rules come before the default. If a meeting matches a rule, that rule's template is used. Your default applies only when no rule matches.
- Priority decides ties. When several rules match, the one with the higher priority (lower number) wins.