Copper + Read AI
Turn new Read AI meeting notes into activities in Copper
Increase productivity and streamline your workflow by connecting Read AI and Copper. With this automation, each time you generate new meeting notes in the Read AI application, a corresponding activity is created in Copper. This seamless integration allows you to focus on tasks that matter, eliminating manual data entry, and ensuring your CRM is always up-to-date with essential meeting details.
Increase productivity and streamline your workflow by connecting Read AI and Copper. With this automation, each time you generate new meeting notes in the Read AI application, a corresponding activity is created in Copper. This seamless integration allows you to focus on tasks that matter, eliminating manual data entry, and ensuring your CRM is always up-to-date with essential meeting details.
- When this happens...New Meeting Notes
Triggers when notes (summary, action items, etc) are available for a new meeting.
- automatically do this!Create Activity
Logs a new Activity on a Person, Company, Opportunity, or Lead.
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New Meeting Notes
Triggers when notes (summary, action items, etc) are available for a new meeting.
Try ItNew Company
Triggers when a new Company is created in Copper.
Try ItNew Opportunity
Triggers when an Opportunity is created in Copper.
Try ItNew Project
Triggers when a new Project is created in Copper.
Try It
