HoneyBook + Read AI
Create new HoneyBook projects from new meeting notes in Read AI
Start proceedings for a new project in HoneyBook as soon as new meeting notes are added in the Read AI app. This workflow ensures all key meeting insights are quickly translated into actionable project steps, keeping your progress consistent and efficient. You can set this up once and let it manage your projects, giving you more time to focus on the tasks that matter most. Make your project management efforts smarter with this handy automation.
Start proceedings for a new project in HoneyBook as soon as new meeting notes are added in the Read AI app. This workflow ensures all key meeting insights are quickly translated into actionable project steps, keeping your progress consistent and efficient. You can set this up once and let it manage your projects, giving you more time to focus on the tasks that matter most. Make your project management efforts smarter with this handy automation.
- When this happens...New Meeting Notes
Triggers when notes (summary, action items, etc) are available for a new meeting.
- automatically do this!Create Project
Create a new project in HoneyBook
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New Meeting Notes
Triggers when notes (summary, action items, etc) are available for a new meeting.
Try ItMeeting Scheduled
Trigger when a meeting is scheduled or changed
Try ItNew Payment Paid
Triggers when any payment is successfully paid by the client (including manual payments).
Try ItProject Stage Changed
Triggers when a project manually or automatically changes its stage.
Try It
