Connecteam + Read AI

Create tasks in Connecteam from new meeting notes in Read AI

With this workflow, once you add new meeting notes in Read AI, a task in Connecteam is instantly created. This seamless process not only keeps your team aligned but also ensures that all important points from meetings are captured and actioned, sparing you from manual entry errors and overlooked details.

When this happens...
New Meeting Notes
Triggers when notes (summary, action items, etc) are available for a new meeting.
TriggerInstant
automatically do this!
Create Task
Create a new task under a specified board. Currently, only 'one-time' task is supported.
ActionWrite

Start free with email

Start free with Google

Start free with email

Start free with Google

Free forever for core features
14 day trial for premium features & apps

Supported triggers and actions

New Meeting Notes
Triggers when notes (summary, action items, etc) are available for a new meeting.
Trigger
Instant
Try It
- Time ClockRequired
Trigger
Instant
Try It
- Form NameRequired
Trigger
Instant
Try It
- SchedulerRequired
Trigger
Instant
Try It
- Task BoardRequired
Trigger
Instant
Try It

New User
Triggers when a new user is added (real time trigger)
Trigger
Instant
Try It
- Archive by phone numberRequired
- User ID
- Phone Number
Action
Write

- Time ClockRequired
- Assigned UserRequired
- Timezone
Action
Write
- Scheduler
- Time Clock
- TitleRequired
- Code
- Description
- Color
- Address
- Qualified Users or Groups
- TitleRequired
- Code
Action
Write
- Assigned Task BoardRequired
- Assigned Users
- TitleRequired
- Task Labels
- Task StatusRequired
- Start TimeRequired
- Due DateRequired
- Description
- Title
Action
Write
- First NameRequired
- Last NameRequired
- Phone NumberRequired
- User TypeRequired
- Email Address
- Send activation SMSRequired
Action
Write
- Schedule IDRequired
- Shift IDRequired
Action
Write
- Recipient UserRequired
- Sender (publisher)Required
- TextRequired
Action
Write
- User IDRequired
Action
Write
- SchedulerRequired
- Shift IDRequired
- Shift Title
- Shift Start
- Shift End
- TimeZone
- Is this an Open Shift?
- Does this shift require admin approval?
- Do you what to create the shift as a published shift?
- Associated Job
- Assigned Users
- Location Address
- Notes
- Color
Action
Write
- NameRequired
Action
Search
- Form NameRequired
- Form Submission IdRequired
Action
Search
- Scheduler IDRequired
- Shift StartRequired
- Shift EndRequired
- Shift ID
- Shift Title
- Job ID
Action
Search
- Sub-Job Title
- Sub-Job ID
Action
Search
- User ID
- Full Name
- Phone Number
- Email Address
Action
Search

- Time ClockRequired
Trigger
Instant
Try It
- Form NameRequired
Trigger
Instant
Try It
- SchedulerRequired
Trigger
Instant
Try It
- Task BoardRequired
Trigger
Instant
Try It
User Archived
Triggers when a user is archived
Trigger
Instant
Try It
User Updated
Triggers when a user field was edited (real-time trigger).
Trigger
Instant
Try It
- Time ClockRequired
- Assigned UserRequired
- Timezone
- Associated JobRequired
Action
Write
- Scheduler
- Time Clock
- TitleRequired
- Job Code
- Description
- Address
- Users or Groups
- Color
Action
Write
- SchedulerRequired
- Shift title
- Color
- Shift StartRequired
- Shift EndRequired
- Timezone
- Is this an Open Shift?
- Does this shift require admin approval?
- Do you want to create the shift as a published shift?
- Associated Job
- Assigned Users
- Location Address
- Notes
Action
Write
- Assigned user
- Time ClockRequired
- TimezoneRequired
- Start TimeRequired
- End TimeRequired
- Associated JobRequired
Action
Write
- User IDRequired
- Title
- TextRequired
Action
Write
- Conversation (Team/Channel)Required
- Sender (publisher)Required
- TextRequired
Action
Write
- Form IDRequired
- Form Submission IDRequired
- Manager FieldsRequired
Action
Write
- DateRequired
- UserRequired
- IndicatorRequired
- ValueRequired
Action
Write
- Assigned UserRequired
- Policy NameRequired
- BalanceRequired
Action
Write
- Form NameRequired
Action
Search
- Job Name
- Job ID
Action
Search
- Form IDRequired
- User ID
- Submission Start Date
- Submission End Date
Action
Search
- Task BoardRequired
- Label TitleRequired
Action
Search

About Connecteam

Connecteam is an employee management app connecting the frontline employees and streamlining all work related needs in one app.

Learn more

Related categories

Scheduling & Booking

About Read AI

Read AI is a leading productivity tool that makes work easy with meeting summaries and transcripts, search, and recommendations across platforms.

Learn more

Related categories

AI Meeting Assistants

Connecteam + Read AI

Create tasks in Connecteam from new meeting notes in Read AI

New Meeting Notes

Clock Out

New Form Submission

Updated Shift in Scheduler

Task Published

New User

Archive User

Clock Out

Create Job With Sub-Jobs

Create Task

Create User

Delete Shift

Send Private Message (DM)

Update User Custom Fields

Update Shift

Find Chat Conversation (Team/Channel)

Find Form Submission by Id

Find a Shift

Find Sub-Job

Find User

Clock In

Manager Field Updated

New Shift in Scheduler

Task Completed

User Archived

User Updated

Clock In

Create Job

Create Shift

Create Timesheet Row

Create User Note

Send Message in Channel/Team

Update Form Submission

Update User Performance Data

Update User Time Off Balance

Find Form

Find a Job

Find Form Submission

Find Task Label

About Connecteam

Related categories

About Read AI

Related categories