How to Get Started with Read AI on Zapier

Connecting Read AI to Zapier lets you automatically send meeting summaries, transcripts, and insights to your favorite apps without manual work. This guide walks you through everything you need to start using Read AI with Zapier, from finding the app to building your first automated workflow.

What you need before using Read AI with Zapier

Before you set up an automation, make sure you have the following:

An active Read AI account.
A Zapier account.
Access to the apps you want to connect, such as email, project management, or chat tools.

Once these are ready, you can connect Read AI and begin sending meeting data wherever it is needed.

How Read AI works with Zapier

Read AI integrates with Zapier through triggers and actions. Triggers start a workflow when something happens in Read AI, and actions tell another app what to do with that data.

On the official Zapier help center, you can see the full integration reference for Read AI here: How to get started with Read AI on Zapier.

Available Read AI triggers in Zapier

Read AI can start automations in Zapier when new meeting data is ready. Typical triggers include:

A new meeting is completed.
A meeting summary is generated.
A transcript or key metrics are available after a call.

When one of these events fires, your Zap (automation) can pass the meeting content to other tools.

Common actions you can build with Zapier

With Read AI triggers, you can create actions in connected apps. Through Zapier, you might:

Send a summary to a Slack channel.
Create a task in a project management tool with follow-up items.
Email meeting notes and action items to your team.
Log call details into a CRM record.

These actions help you keep important meeting outcomes organized and visible without copying and pasting content.

Connect your Read AI account to Zapier

To start building automations, you must first connect Read AI to Zapier. Use the steps below:

Sign in to your Zapier account.
Click Create Zap or use the main dashboard to start a new automation.
In the trigger search bar, type Read AI and select it.
Choose a trigger event, such as a completed meeting or summary ready.
Click Sign in or Connect to Read AI.
Follow the on-screen prompts to authorize Zapier to access your Read AI account, usually by logging in and granting permissions.

After authorization, your Read AI account will appear as a connected app in Zapier, and you can reuse this connection in other Zaps.

Create your first Zapier workflow with Read AI

Once Read AI is connected, you can build a basic workflow. The steps below describe a common pattern: sending summaries to another app automatically.

Step 1: Set up the Read AI trigger in Zapier

From the Zap editor in Zapier, select Read AI as the trigger app.
Pick the trigger event, for example, when a meeting is completed.
Choose your connected Read AI account.
Customize any available trigger options, such as filtering on specific types of meetings if offered.
Click Test trigger so Zapier can pull a recent sample meeting from Read AI.

The test confirms that Read AI is sending data correctly into your Zap.

Step 2: Choose your action app in Zapier

In the action step, search for the app where you want to send meeting information, such as email, chat, or a database.
Select the specific action event, such as send message, create record, or add task.
Connect the action app account to Zapier if you have not already.
Use the fields provided to map Read AI data into your destination. For instance, you can include:
- Meeting title.
- Summary text.
- Transcript or important highlights.
- Participants and timestamps.

This mapping tells Zapier where to place each piece of information in your destination app.

Step 3: Test and turn on your Zap

Click Test action so Zapier sends sample data from Read AI into your chosen app.
Check the target app to confirm the summary or transcript appears as expected.
If everything looks correct, return to the editor and switch the Zap to On.

From now on, each time Read AI completes a meeting and matches your trigger settings, Zapier will run the workflow and update your other tools automatically.

Tips for building reliable Read AI workflows in Zapier

For best results when pairing Read AI with Zapier, keep these practices in mind:

Use clear naming: Name each Zap with the app and purpose, such as “Read AI to CRM meeting summary.”
Filter where needed: Add filters in Zapier so only important meetings or specific hosts trigger downstream actions.
Test with real data: Run a real meeting through Read AI and confirm that the output looks correct in connected tools.
Monitor task history: Use the Zap run history in Zapier to review successes and troubleshoot any errors.

Troubleshooting Read AI and Zapier connection issues

If your automation does not run as expected, review the following checks:

Confirm your Read AI account is still connected in the Zapier app connections page.
Check that your chosen trigger is supported and properly configured.
Ensure the meeting you are testing is completed in Read AI, since many triggers only fire after completion.
Open the Zap run history to see detailed error messages and which step failed.

If you continue to see problems, compare your setup with the instructions on the official help article for Read AI on Zapier and adjust your configuration accordingly.

Where to learn more about Zapier automations

To expand beyond a single Read AI workflow, explore more ways Zapier can connect your meeting intelligence to the rest of your stack. You can also read advanced automation guides and optimization strategies at Consultevo, which covers broader automation and integration best practices.

By combining Read AI with Zapier, you eliminate repetitive follow-up tasks, keep records consistent across tools, and make sure that important meeting insights are always shared with the right people.

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