Create new Dex notes from new meeting notes in Read AI
Streamline your note-keeping by integrating Read AI and Dex. Each time there's a new insight captured during your meetings within Read AI, a corresponding note is immediately generated within Dex, ensuring that no critical points of discussion are missed. This workflow offers a methodical approach to managing your notes, making the task simpler and more systematic.
Streamline your note-keeping by integrating Read AI and Dex. Each time there's a new insight captured during your meetings within Read AI, a corresponding note is immediately generated within Dex, ensuring that no critical points of discussion are missed. This workflow offers a methodical approach to managing your notes, making the task simpler and more systematic.
- When this happens...New Meeting Notes
Triggers when notes (summary, action items, etc) are available for a new meeting.
- automatically do this!Create Note
Creates a Note in the system
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New Meeting Notes
Triggers when notes (summary, action items, etc) are available for a new meeting.
Try ItNoteRequired
Event TimeRequired
Contact Emails
Text
Due DateRequired
Contact Emails
First Name
Last Name
Job Title
Description
Email
Phone Number