5 ways to automate Read AI with Zapier

Until I can clone my brain and upload it to a computer (or to an agent), I still need to attend meetings to move the needle forward on big projects. 

That's not really a problem. The problem is what comes after meetings, like summarizing next steps or pulling insights from transcripts. They take up a lot of bandwidth, and that bandwidth is better spent on more strategic projects and approval processes that require actual human thought. 

Fortunately, AI transcription tools like Read AI can help. Read AI operates in the background of your calls, using AI to generate meeting summaries, transcripts, and action items. 

And, even better, when you pair Read AI with Zapier, you can use AI and automation together to orchestrate entire processes around task creation, meeting follow-ups, and more. Here are a few ways to get started.

Table of contents

• Create official tasks from your action items

• Share meeting notes with your team

• Add meeting attendees and engagements to your CRM

• Use AI to write the right follow-up message

• Keep a running log of your meetings

Create official tasks from your action items

Meetings are usually just the first step towards completing a wider work project or converting a prospect. Afterwards, you'll probably need to assign specific tasks to your team members or send leads a follow-up note. 

While the Read AI app automatically extracts action items from your live calls, you still have to create official records in your project management apps. But remembering to do this manually is when mistakes can happen.

With these Zaps, you can automatically create tasks in Notion, Todoist, or another tool you use to track projects, so you and your team never miss a trick.  

Share meeting notes with your team

From writing summaries or transcripts to creating action items, Read AI does a great job of organizing your meetings into useful content. But don't let that content live in isolation—send it to your team, automatically. 

However you communicate with your team members, be that via Slack or email, you can use Zapier to send them those notes right after a meeting ends. That way, everybody can take action and stay up to speed in real-time.

Did you know? Filters and paths help you perform different actions based on rules you define with conditional logic. For example, you could send a Slack message only to the employee who joined the call or email a summary to just execs if they were in the meeting.

Add meeting attendees and engagements to your CRM

Whether you work in sales and regularly chat with leads or you routinely source feedback from your existing customers, you'll want to make sure you add those meeting notes to your CRM. 

That way, the rest of your sales and marketing teams can see where your leads are in the sales funnel or whether customers require a follow up call. 

With Zapier, you can automatically add those engagements to the right person directly in your CRM. And, if that person doesn't exist yet in your CRM, Zapier will create them for you. 

But what if you're hosting a webinar or a meeting that has more than one attendee? You can use these multi-step Zaps to automatically capture each participant and add them straight to your CRM.

Use AI to write the right follow-up message

Writing the perfect follow-up message after every meeting doesn't matter so much when it's just to your team. A casual Slack ping or email recap a day later is usually enough to keep things moving.

But when it comes to external clients or prospects, every minute counts. The faster you follow up and the more tailored your message, the better your chances of keeping momentum and closing the deal.

Instead of manually drafting an email after each call, you can use AI and automation to do the heavy lifting. With these Zap templates, Read AI generates meeting notes, sends them to ChatGPT, and ChatGPT writes a polished follow-up based on what was discussed. Then, you can automatically send that email via Gmail or log it in your CRM for review.

Pro tip: Don't want to send those follow-up emails right away? Add a delay step to hold them for a set amount of time—like an hour after the meeting ends or until the next business day.

Keep a running log of your meetings

Do you typically store meeting notes and other related content in a Google Doc or in a spreadsheet? Doing so allows you and your team to easily refer back to specific action items and summaries or share them with other teams and departments. 

Plus, it helps you keep a running log of all your meetings. With these Zaps, you can fully automate the process, so any time Read AI generates new meeting notes, they'll be sent to your spreadsheet, doc, or drive. 

Take control of your meetings with Read AI and Zapier

When you connect Read AI to Zapier, it becomes part of a bigger, smarter system, where all your meeting processes are orchestrated across tools, apps, and teams. From automated follow-ups to streamlined note-sharing, you're building a scalable process for how your team collaborates, communicates, and stays aligned. 

Plus, think about it: You'll never have to comb through a meeting transcript or remember to send notes to your team again. The dream.

And this is just the start of what you can do. What will you automate first?

This article was originally published in March 2024. It was most recently updated in July 2025.