Connect Read AI and Cassidy to power AI-driven automation

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Choose a Trigger

Choose an Action

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Meeting Notes" from Read AI.

Add your action

An action happens after the trigger—such as "Run Workflow" in Cassidy.

You’re connected!

Zapier seamlessly connects Read AI and Cassidy, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

New Meeting Notes
Triggers when notes (summary, action items, etc) are available for a new meeting.
Trigger
Instant
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Run Workflow
Run a Cassidy Workflow and access the results.
Action
Write

Workflow Finished Running
Triggers when a Workflow finishes running within Cassidy.
Trigger
Instant
Try It

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25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Connect Read AI and Cassidy to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Learn how to automate Read AI on the Zapier blog

Make work flow with AI

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Learn about AI automation

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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About Cassidy

Cassidy securely connects with all of your existing tools, builds AI assistants and creates AI-driven workflow automations personalized to your business.

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