Where do my Meeting Reports get synced in Salesforce?

Read will sync Meeting Reports to every external attendee's Contact record as a 'Task'. You'll also be able to find them on the Account record the Contact is associated with, as well as any open Opportunities we were able to match the meeting participant to.

Can I selectively sync Meeting Reports to Salesforce?

Yes! You can have Read automatically sync your meetings to Salesforce, or you can manually select which meetings to sync to Accounts, Contacts and Opportunities using the sync button on the Meeting Report page.

How much does the Salesforce integration cost?

All Read AI customers on a paid plan have access to the Salesforce integration at no additional charge!

How do I connect Jira to my Read AI account?

You can connect Jira through the Apps & Integrations page of your Read AI account. Simply follow the integration instructions and authenticate with your Jira credentials.

Can I customize the Jira fields when creating issues from Read AI?

Yes, you can map specific fields, such as assignee, priority, and due date, directly from your Read AI meeting reports when creating Jira issues.

How do I set up the Confluence integration?

You can set up the Confluence integration by navigating to the Apps & Integrations page in Read AI and following the steps to authorize access to your Confluence account.

Can I choose which space or page to save meeting reports in?

Yes, you can choose a specific space or page to store your reports each time you push one to Confluence. Read AI will remember your preferences for future reports, but you can change them at any time.

Does the integration support automatic updates to Confluence pages?

No, the Confluence integration currently supports manual push only, giving users full control and transparency over where their reports are sent.

Read AI Review: Pricing, Features & Alternatives

Trending

AI meeting assistant for transcription, summaries, and AI-powered search across platforms.

FreemiumWebsite

Visit Website

Domain Rating

Monthly Traffic

4.1M

Traffic Growth

+24.0%

Rating

5(67)

Launch Date

Apr 2023

Est. Revenue

$7M

About Read AI

Read AI is an AI meeting assistant that delivers real-time transcription, smart summaries, and enables AI search and discovery across all your content including meetings, messages, emails, CRM, and documents. It provides key meeting insights to individuals, teams, and large corporations, offering features like meeting reports, summary & transcription, real-time meeting notes, playback, messaging copilot, and email summaries.

Quick facts about Read AI

Read AI is an AI tool tracked by Relve in the AI SEO Tools category. It uses a Freemium pricing model and runs on the web at read.ai.

The Relve catalog tracks 200+ live AI tools in this category. Read AI currently sees roughly 4.1M monthly site visitors, with a Domain Rating of 72 on Ahrefs' authority scale. User reviews score it 5.0/5 across 67 ratings.

Closest alternatives: Aisera, Miro, Copy.ai, Taskade Genesis, Raycast. Compare Read AI head-to-head with any of these on the /compare surface — same feature axes, pricing tiers, and traffic side-by-side.

Best for: teams looking for ai seo tools-class capabilities with a freemium entry point. The Relve editorial team refreshes traffic, ranking, and feature data for Read AI on a rolling 24-hour cycle, so the numbers above reflect the most recent snapshot of where the tool sits in the market.

Key Features

Meetings

Meeting Notes & Playback

AI-generated notes, topics, and action items.

Meeting Assistant

Read joins your meetings, records, and delivers a recap.

Capture & summarize every meeting

Auto-generated recaps, action items, and highlights. Works with Google Meet, Zoom, and Teams.

Real-Time Meeting Notes

Real-time meeting notes feature listed in product navigation under Meetings.

Playback

Meeting playback feature listed under Meetings.

Summary & Transcription

Summary and transcription product page listed under Meetings.

Meeting Reports

Meeting reports product page listed under Meetings.

Speaker Coach

Speaker Coach feature listed in the site's Features menu.

File Uploads

File Uploads feature listed in the site's Features menu.

For You

Personalized 'For You' feature listed in the site's Features menu.

Recommendations

Helpful insights to help meetings go smoothly and save time.

Meeting Tools

Real-time meeting metrics to help you read the room.

Read Dashboard

Your hub for meeting analytics, trends, and recommendations.

In-Person Meetings

Capture notes from offline discussions.

Search & Discovery

Search Copilot

AI-powered search and discovery engine that unifies insights across meetings, emails, chats, CRMs, and workflows.

Find Answers Instantly

AI-powered search across conversations, docs, and notes with citations to where information was discussed.

Citations to source

Get immediate context with citations to where information was discussed.

Multiplayer Search Copilot

Multiplayer mode for Search Copilot listed in the Search Copilot navigation.

Personal AI

Digital Twin (Ada)

Meet Ada, Your Digital Twin — an AI executive assistant accessible by email.

Email Ada

Email-based interaction with the Ada digital twin assistant.

Email & Messaging

Email Summaries

Concise summaries of key conversations.

Inbox Insights

AI summaries and topics generated from Gmail and Outlook.

Messaging summaries

Topic summary reports for Slack and Teams messages and channels.

Sharing & Collaboration

Share summaries across teams

Seamlessly share summaries and decisions in Slack, email, or your workspace.

Workspaces

Enterprise solution to improve meetings company-wide.

Apps & Platforms

Read AI for Windows

Use Read AI on Windows to capture, transcribe, and summarize meetings; access meeting reports, insights, and collaboration tools from desktop.

Read AI for MacOS

Use Read AI on macOS to capture, transcribe, and summarize meetings.

Read AI for Android

Use Read AI on Android to capture, transcribe, and summarize meetings.

Read AI for iPhone

Use Read AI on iOS to capture, transcribe, and summarize meetings.

Chrome Extension

Access Read in Google Meet, Gmail, and Chrome.

Localization & Privacy

Multi-language support

Supports 20+ languages and always adding more.

No training on your data by default

SOC II certified, and no training on your data by default.

CRM & Workflow

CRM Copilot (Salesforce)

Predicts which deals are likely to close, surfaces blockers, and highlights where to focus next inside Salesforce pipelines.

Salesforce Profile Enrichment & Auto Updates

Automatically enrich Salesforce lead and contact profiles with detailed meeting summaries; keep records up-to-date with synced meeting notes after every call.

Searchable CRM

Get instant answers from Salesforce with Search Copilot — no digging, no dashboards.

Push action items to Jira

Convert meeting action items directly into Jira issues with a single click; customize fields like assignee, priority, and due date.

Push meeting reports to Confluence

Automatically send detailed meeting reports, summaries, and action items from Read AI to Confluence spaces.

Custom webhooks

Distribute Read meeting summaries, action items, and more to thousands of different apps using webhooks.

Zapier integration

Push meeting data into other apps using a Zapier integration.