Read AI
· #312 most-usedTurn every meeting into a structured, searchable, and actionable record
Read AI is an AI-powered meeting intelligence platform that joins your Zoom, Google Meet, and Microsoft Teams calls to generate summaries, speaker-attributed transcripts, action items, engagement scores, and Speaker Coach feedback. Connect Read AI to Actionist and your agents can retrieve structured meeting data the moment a call ends — automatically updating CRM records, routing action items to project tools, archiving compliance transcripts, and compiling cross-meeting intelligence — all triggered by the New Meeting Notes webhook that fires within about a minute of each meeting completing.
Eliminates manual work. Agents eliminate the manual cycle of taking meeting notes, copying action items to project tools, updating CRM records after calls, and reviewing recordings for insights — all replaced by automated retrieval from the Read AI API.
What your Read AI agent runs on autopilot
A week of scheduled jobs your Actionist agent will execute on your behalf.
Read AI × every other app you use
End-to-end automations that span multiple apps — each one a real business outcome.
Sales call → CRM updated before rep closes the laptop
When a sales call ends and Read AI notes are ready, the agent retrieves the summary and action items, identifies the prospect participants, updates the HubSpot deal with the meeting notes and decisions, creates follow-up tasks for every action item with the rep as owner, and posts a deal-status notification to Slack — all within about a minute of the call ending. Reps never need to manually update CRM after a call again.
Time saved for your team — every week, on autopilot
Savings
What your team gets back — two angles: what you stop doing manually, and what that's worth.
What you do manually today
What your agent runs for you
- Sales90 min / weekManual CRM note entry after every call
Reps write their own meeting notes from memory, copy action items manually, and update the CRM deal record by hand — typically 15-20 minutes per call, often skipped under time pressure.
Sales Agent0 minAgent syncs call notes to CRM within about a minuteWhen the sales call ends and Read AI notes are ready, the agent retrieves the summary and action items and pushes them to the CRM deal record automatically — the rep opens CRM after the call and everything is already there.
- Marketing120 min / weekManual review of call recordings for customer insights
Marketing teams manually listen to or skim selected call recordings, take notes by hand, and try to spot patterns across a small sample — missing most signal because no one has time to review all calls.
Marketing Agent0 minAgent compiles voice-of-customer insights from all meeting transcriptsThe Marketing Agent retrieves topic insights across hundreds of customer meetings and surfaces ranked themes weekly — no one needs to review recordings or synthesise notes across multiple calls.
- Customer Support60 min / weekManual escalation call notes
Support agents write case notes from memory after escalation calls, often missing key details discussed during the call or logging notes hours later when context has faded.
Customer Support Agent0 minAgent creates case notes from escalation calls automaticallyWhen an escalation call ends, the agent retrieves the Read AI summary and transcript and creates a structured case note in the CRM — the account team has full context before they send the follow-up email.
- Human Resources45 min / weekManual interview note consolidation
Recruiters chase interviewers for notes, consolidate feedback from emails and messages, and manually enter structured data into the ATS — often hours or days after the interview when recall is incomplete.
Human Resources Agent0 minAgent logs interview notes to ATS before the debriefInterview summaries and engagement scores from Read AI are written to each candidate's ATS record automatically — hiring teams enter the debrief with consistent structured data from every interviewer.
- Finance60 min / weekManual financial meeting minute-taking
Finance teams designate a note-taker for every budget review and board meeting, transcribe decisions by hand, and spend 30-60 minutes writing up and distributing meeting minutes after each session.
Finance Agent0 minAgent logs financial decisions from meetings to the decision registerWhen a budget or board meeting ends, the agent retrieves the Read AI summary and appends key financial decisions to the finance decision log automatically — every meeting outcome is documented without manual entry.
- Operations75 min / weekManual action item triage from meeting notes
Someone on each team manually reviews their own meeting notes, decides which items belong in which project, and copies action items into the project management tool — a task that gets skipped when the meeting runs long.
Operations Agent0 minAgent routes action items from every meeting to the right projectWhen any meeting ends, the agent retrieves Read AI action items and routes each one to the correct project board in Asana or Jira — the project management system stays current without anyone manually triaging meeting notes.
- Legal45 min / weekManual compliance archive maintenance for meeting records
Legal teams manually download recordings or transcripts from meeting platforms, rename and tag each file, and upload to the compliance archive — a process that frequently falls behind when negotiation volumes are high.
Legal Agent0 minAgent archives negotiation transcripts to compliance folder automaticallyWhen a contract negotiation call ends, the agent retrieves the Read AI transcript and participant list and files them in the compliance archive with structured metadata — the legal archive is complete and searchable without manual filing.
Calculate what your team saves
Based on Read AI's typical team usage — the visible tasks plus a few other automations the agent runs: ~2.5 hrs / person / week of admin work automated.
How to plug Read AI into Actionist
Pick the connection method that suits your environment.
Connect with a Read AI API key for programmatic access to meeting reports, transcripts, summaries, and action items. Available on Business and Enterprise plans.
Log in to Read AI and go to Settings → API Keys. Click Generate new key and give it a descriptive name such as 'Actionist'.
Copy the key immediately — it is only shown once. Store it securely; treat it like a password.
Paste the key into the field below and click Test connection. Actionist will run a read-only call to verify access before any agent tasks run.
14 actions your agent can call
Read and write operations available to your Actionist agent.
1 event your agent can react to
Events your agent watches for, and the actions it kicks off in response.
Skills that pair with Read AI
Reusable agent skills that work well alongside this app.
AI-powered diary generation for agents - creates rich, reflective journal entries (400-600 words) with Quote Hall of Fame, Curiosity Backlog, Decision Archaeology and more
Workspaces for agentic teams. Complete agent guide with all 19 consolidated tools using action-based routing — parameters, workflows, ID formats, and constraints
MCP servers that work with Read AI
Connect Actionist to MCP servers built for or around this app.
Zread.ai MCP Server - connects the zread.ai document platform to AI assistants, enabling reading of GitHub repository documentation, code search, and repository AI conversations