This part covers step 6: the Advanced Settings that control what goes in your reports and who can access them.
This setup guide has 7 parts:
- Read account setup guide, part 1: Create your account and verify your email
- Read account setup guide, part 2: Connect your calendar
- Read account setup guide, part 3: Choose which meetings Read joins and who gets recaps
- Read account setup guide, part 4: Review Advanced Settings for your reports (you are here)
- Read account setup guide, part 5: Integrations, Wrap Up, and your first look at Read
- Read account setup guide, part 6: Review your Account Settings
- Read account setup guide, part 7: Joining Read AI from a shared meeting report
6. Review Advanced Settings
Review "Advanced Settings" by clicking that link (like the options in part 3 of this guide, it appears after you connect a calendar):
Here you can decide, for your reports, whether Read AI should:
- generate meeting notes, including AI-powered summaries, chapters, action items, and key questions
- include a transcript
- include audio and video playback (requires an Enterprise or Enterprise+ plan)
- make you discoverable to others in your domain to simplify report sharing
You can change these later. For example, you can turn off the transcript in your settings at Account Settings > Report Content. If you're a Workspace admin, see What are all of the settings and permissions available with Workspaces?
You can also decide which meeting participants should have access to your reports. You can give them "Editor access", "Viewer access", or "No access". These settings determine who is included in "People with access" when you choose your distribution settings.
Click the drop-down arrow for "Internal participant report access" and select an option. Internal participants are people in the meeting who have the same email domain as you. For example, if your email is you@domain-a.com, any meeting participants with an @domain-a.com email address are internal participants.
Then click the drop-down arrow for "External participant report access" and select an option. External participants are people in the meeting whose email has a different domain from yours. If your primary email is from a public email service like Gmail, the internal option isn't available and all participants are treated as external.
Meeting recaps are emails that include a summary of the meeting, topics, action items, key questions, transcript, highlights, and participant talk time. They may also include audio and video playback (depending on your plan).
Meeting Pre-Reads are an option for recurring meetings. You can set who receives them in Advanced Settings (Send Pre-Reads to) during onboarding, or later in your Account Settings. If you choose to send pre-reads, Read sends the meeting recap from the previous meeting in the series about an hour before the next meeting in the series. These are different from the pre-reads on the Prepare page, which are personal briefs that draw on all your connected sources. To learn more, see Using Prepare to get ready for upcoming meetings. You can turn Pre-Reads on or off in Account Settings > Report Sharing, under Report Distribution > Meeting Pre-Reads.
Select your preferences and click "Done", then "Continue" to move to the next page (part 5 of this guide).
Next: Read account setup guide, part 5: Integrations, Wrap Up, and your first look at Read
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