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Read account setup guide, part 3: Choose which meetings Read joins and who gets recaps

Updated

This part covers step 5: choosing which meetings from your calendar Read AI should join automatically, and whether reports will be emailed.

This setup guide has 7 parts:

  1. Read account setup guide, part 1: Create your account and verify your email
  2. Read account setup guide, part 2: Connect your calendar
  3. Read account setup guide, part 3: Choose which meetings Read joins and who gets recaps (you are here)
  4. Read account setup guide, part 4: Review Advanced Settings for your reports
  5. Read account setup guide, part 5: Integrations, Wrap Up, and your first look at Read
  6. Read account setup guide, part 6: Review your Account Settings
  7. Read account setup guide, part 7: Joining Read AI from a shared meeting report

5. Choose which meetings Read joins and who gets recaps

Once your calendar is connected, you will choose which meetings from your calendar Read AI should join automatically, and whether reports will be emailed. This step is important!

By default, Read AI joins all your meetings. This is so you can make the most of your 7-day free trial and see Read AI in action. You can change this with the Read Assistant will join: drop-down. The options are All calendar events (Recommended), Calendar events I host, or Calendar events that Read is invited to (this last option means it will not automatically join anything, so you will need to add Read AI to your meetings manually if you want it to join). Select your preference.

Note for Zoom meetings: Read can only join a Zoom meeting if you've connected your Zoom account to Read and you're in the meeting, signed in to that same Zoom account. See Upcoming Changes to Zoom Meetings to learn how to connect Zoom.

Next, choose whether Read AI should automatically share meeting reports by email with meeting participants. The default is to share with people with access (see part 4 of this guide). Click the Email meeting recaps to: drop-down. The options are People with access (Recommended), Only me, or No one. Select your preference.

Next: Read account setup guide, part 4: Review Advanced Settings for your reports

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