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Attio + Read AI
Attio + Read AI
Create notes in Attio from new meeting notes in Read AI
Streamline your workflow with this automation that gets activated whenever you jot down new meeting notes in the Read AI app. It then ensures those notes are promptly turned into a new note in your Attio app. This setup not only helps you keep all your notes organized in one place, but also gives you the peace of mind knowing all your important details are fully backed up, saving you time and effort.
- When this happens...New Meeting NotesTriggers when notes (summary, action items, etc) are available for a new meeting.
- automatically do this!Create NoteCreates a new note on a given record.
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More things you can do with Read AI and Attio
Discover other triggers and actions you can use with Read AI and Attio
- New Meeting Notes
Triggers when notes (summary, action items, etc) are available for a new meeting.
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- Call Recording Created
Triggers when a call recording finishes uploading in Attio. The video link expires one hour after the trigger fires.
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About Attio
Attio is the CRM of the future: data-driven, completely customizable and intuitively collaborative.
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About Read AI
Read AI is a leading productivity tool that makes work easy with meeting summaries and transcripts, search, and recommendations across platforms.
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