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Read free trial guide, part 1: Get ready and create your Workspace

Updated

This is part 1 of the Read free trial guide. It covers steps 1 to 3: getting ready, creating your Read account, and creating your Workspace.

This trial guide has 3 parts:

  1. Read free trial guide, part 1: Get ready and create your Workspace (you are here)
  2. Read free trial guide, part 2: Choose your Workspace settings
  3. Read free trial guide, part 3: Add your team and start using Read

Welcome, and thank you for exploring Read! This guide walks you through setup, best practices, and tips for evaluating Read during your trial, so you can get the most out of it. Read AI makes meetings easier with automatic note-taking, powerful enterprise search, robust security features, and seamless integrations. Follow these steps to get started and see how Read can work for you and your team.

All new users get a 7-day free trial of Read Enterprise that starts automatically when they first create their account. You never need a credit card during the trial. When the trial ends, you're automatically moved to the Free plan, where you can keep using Read for as long as you like.

If you don't have a Read account yet and want to trial Read with several people in your organization, follow the steps below.

Note: If you already have a Read AI account and your free trial has ended, you can't start it again. Instead, contact Sales to request a group trial.

Free trials don't include upload credits. Upload credits let you upload your own audio and video recordings to create a Read meeting report for a meeting Read didn't attend, like an in-person meeting or a meeting on an unsupported platform. If you want to test file uploads, you can buy upload credits from your Plan & Billing page by clicking Buy file upload credits. Credits cost $20 per 500 minutes ($0.04 per minute), and purchased credits don't expire. See How can I upload audio and video to Read?

Before you get started

Set yourself up for success

We recommend you take these steps:

  1. Bookmark this page so you can come back to it easily.
  2. Make a list of who should trial Read AI with you. Think of:
    • Colleagues who have frequent meetings with multiple stakeholders (for example, operations, sales, or project management).
    • A mix of managers and non-managers, so you get feedback from different levels and perspectives.
    • People who are likely to give feedback after the trial.
    • People who regularly use platforms that can be integrated with Read AI (for example, Salesforce, OneNote, HubSpot, Notion, or Confluence).
    • Coworkers who already use Read.
    • People who are likely to actively use the product during the trial (not so busy that they won't engage, but with enough meetings to benefit from Read).
    • Colleagues who are ready to start now and actively test the product, not just explore passively (for example, they won't be out of office during the 7-day trial).
  3. Start the trial only when you're ready to add users and test the product. Work with your team to decide when it makes sense to bring the trial into their daily workflow. Creating and configuring a workspace takes about 10 minutes.

Measure results

Keeping a few metrics in mind as you start using Read will help you see its value for you and your team. Before you begin, take a moment to answer these quick questions:

  • How much time and energy do you spend on administrative tasks related to meetings (preparation, attendance, follow-up) and emails (reading, prioritizing, responding)? How would you like this to change?
  • How much time and energy do you spend sharing, updating, or finding information across teams and platforms (for example, Slack, HubSpot, Salesforce, Jira, Notion, or Confluence)? How would you like this to change?
  • How would you describe your efficiency and productivity today? (Consider engagement, follow-ups, tasks completed, how often things slip through the cracks, workload, burnout, and so on.) How would you like this to change?

Steps

Note: The trial starts as soon as you create your account, and you can only start it once. Don't create your account until you're ready to add users and test the product right away.

1. Decide on a workspace owner

Trials work best when the workspace owner is engaged and can coordinate onboarding, configuration, and user invitations.

  • If you will be the workspace owner: continue to Step 2.
  • If you will not be the workspace owner: share this page with the workspace owner so they can create and configure the workspace.

2. Create your Read account

Go to Read.ai > Create an Account. On the first screen, "Which calendar do you want to use with Read?", choose Google Calendar or Outlook Calendar, click Continue, and give Read access to your main calendar. After that, the Supercharge Your Workflow screen lets you connect tools like Google Meet, Zoom, Teams, and Gmail (or click I'll do this later), and the Wrap Up screen offers Read AI for Desktop and the Read Extension for Chrome; click Finish! You'll then land in the Read AI web app. (If you didn't connect a calendar, a Welcome to Read pop-up asks you to link one.) You'll see a pop-up with a short demo video of what Read does. Take your time reviewing it, then close it as well. In the left navigation you'll see your Enterprise plan marked Free Trial, with the number of days left.

3. Create a workspace

  1. While logged in, click Join Your Team at the top of the left navigation (or click Create a Workspace on your Plan & Billing page). This starts the 5-step workspace setup.
  2. On Create a Workspace, add a name for your workspace, check the box to agree to the Data Processing Agreement, and click Next Step.
  3. Skip creating teams for now (click Skip for now). A main use for workspace teams is automatically sharing all reports with team members or team managers. Treat this as an advanced setting to adjust once you've defined how you'll use teams (for example, for a sales organization or for managers).
  4. Skip inviting people for now (click Skip for now). You'll do that in Step 6 (part 3 of this guide).
  5. Click Next Step on the Review Workspace default settings page. You'll configure these settings in Step 4 (part 2 of this guide).
  6. Click Finish on the Enable Integrations page. You'll review integrations in Step 4 (part 2 of this guide) as well.

Your workspace has been created! The page you land on, Manage Workspace, is where you manage your Workspace Settings. A Free trial activated! banner at the top reminds you that you're on a free trial of the Enterprise Plan. You only need to click Add Payment Method if you want to keep Enterprise features after the trial ends.

To get back to this page later, click your name in the bottom-left corner of the screen and select Workspace Settings.

Next: Read free trial guide, part 2: Choose your Workspace settings

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