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Read free trial guide, part 3: Add your team and start using Read

Updated

This is part 3 of the Read free trial guide. It covers steps 5 to 7: adding licenses and people, and getting the most out of your trial.

This trial guide has 3 parts:

  1. Read free trial guide, part 1: Get ready and create your Workspace
  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 (you are here)

5. Add licenses to your workspace

Right now, you're the only person in the trial, so you'll need to add enough licenses for everyone on your list (one license per user).

  1. Click your name in the bottom-left corner of the screen and select Plan & Billing.
  2. Under License Usage, click Add licenses.
  3. Use Number of licenses to add to enter how many you need, then click Add licenses. No credit card is required. Free trials are limited to 50 licenses.

You'll see a Licenses added! message on your Plan & Billing page, where License Usage shows the total number of licenses. For example, if you're trialing Read with 5 colleagues, add 5 licenses for a total of 6.

6. Add users to the workspace

Now you can invite everyone on your list.

  1. In your Workspace Settings, go to the People tab and click Add People.
  2. Type the email addresses of the people you want to invite. Click Add another as many times as you need.
  3. Click Send Invites.

Invitations go to each person's inbox. Once they accept, they'll be asked to create a Read account to join your workspace. We recommend adding users early so they can make full use of Read during the trial.

Recommendation: How do I start Workspace onboarding? (End-to-end guide) walks your colleagues through creating their Read accounts and joining your workspace. It's a good idea to share it with them.

7. Start working smarter with Read AI!

You're good to go! You'll get a meeting report every time Read joins a meeting.

It's a good idea to get to know the Read AI web app. Here are some useful pages:

  • Your Calendar page shows your upcoming meetings on the Upcoming tab, with the Add Read? toggle turned on or off based on your join preferences. You can turn Read on or off for any meeting with that toggle.
  • Your Reports page shows reports you own and reports shared with you. If Read ever has trouble recording a meeting, you'll find it under the Incomplete tab with an explanation of what happened. Reports include action items and summaries, plus coaching to help you become a stronger speaker and metrics to help you run better meetings.
  • In Account Settings > Report Sharing, you can choose how you're notified when a new report is ready (Email, Slack, or Teams, under Report Distribution > Meeting Reports).
  • In Account Settings > Profile & Account, under Sign-In Methods, click Add Account Password to add a password to your account (Read emails you a link to set it). We highly recommend this to protect your access.
  • Set your Smart Scheduler availability (Available hours and Minimum notice) in Account Settings > Smart Scheduler to make scheduling meetings with others a breeze.

Note: The For You page and the Meeting Policy page show data aggregated over two weeks, so you may not see much there early in your trial.

Meetings+

Read AI helps you turn conversations into action, so be sure to try Ask Read to find insights across meetings, emails, docs, and chats in seconds. It's like having perfect recall of every conversation you've had, and it goes beyond search results: generate status reports, email drafts, and agendas. New hires can catch up on ongoing projects without lengthy intro meetings. Need something while a colleague is away? Get answers from shared information without interrupting their time off. And when someone moves on, their knowledge stays with the team in your workspace.

Ask Read gets better with teamwork. When your team shares meeting reports and resources, your knowledge base grows and answers get richer and more relevant. You always control what's shared and what stays private, so only the information you choose is available to others.

Give it a try from the Ask Read page!

A few more things to try during your trial:

Welcome to the community of Read AI users! You're in good company.

Three-day check-in

The trial will be over before you know it, so three days in, check these questions to make sure you're getting the most out of it:

  • Have you added Read to a meeting?
  • Have you reviewed and shared a report?
  • Have you pushed a report or action item to your CRM or another integration?
  • Have you installed Read's browser extension, or added the Read app to your meeting platform for easier access?
  • Have you used Ask Read to:
    • Find a detail discussed in a meeting or in chat?
    • Draft training materials?
    • Generate a new agenda or a follow-up email from within a report?
  • Have you tried Ada or turned on a Read AI Agent?

If you answered "no" to any of these, there's still time! Log in to your Read AI account and start working smarter.

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