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Read account setup guide, part 5: Integrations, Wrap Up, and your first look at Read

Updated

This part covers steps 7 to 9: connecting integrations, the Wrap Up screen, and what you see when onboarding is complete.

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
  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 (you are here)
  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

7. Connect integrations (optional)

Next, on the Supercharge Your Workflow screen, you can connect additional integrations to get the most out of Read AI: Google Meet and Zoom (required to generate notes for those meetings), Teams, Gmail, Claude, and ChatGPT. Click Connect on any you want to set up, then click Continue. For now, you can skip this step by clicking I'll do this later.

8. Wrap Up

On the Wrap Up screen, you can download Read AI for Desktop and/or install the Read Extension for Chrome. You can also choose whether to take part in our Customer Experience Program to help us improve our service, by checking the box "Yes, I want to participate in the Read Customer Experience Program". By default, users are not opted in to this program. Click Finish!

9. Onboarding is complete

Onboarding is complete! You will land on the Reports page. If your calendar isn't connected yet, a Welcome to Read pop-up asks you to link it, and a Complete Your Account Setup banner with a Connect Calendar button stays at the top of the page until you do. You'll also see a short demo video. A Getting Started checklist walks you through connecting a calendar, adding Read to a meeting, viewing a meeting report, and connecting an integration, and sample reports are in a Sample Reports folder. Your trial status (Free Trial, with the days left and an Upgrade button) shows in the left navigation.

You can change your settings at any time by clicking the button with your name and email in the bottom left corner of the screen.

From this menu you can open:

  • Your Account Settings
  • Your Plan & Billing page. Here, you can see information about your plan and any future billing. Saving a payment method is not needed for the free trial.
  • Add People, to create a Workspace. Workspaces let you manage multiple licenses if you want other people in your organization to try Read AI. If you're already in a Workspace, this menu shows Workspace Settings instead. You can also create a Workspace from Join Your Team at the top of the left navigation, or with Create a Workspace on the Plan & Billing page.
  • Support (Read AI's Support Center)
  • Log Out

Next: Read account setup guide, part 6: Review your Account Settings

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