Role Consulting
Overview
Read AI Agents are specialized AI tools designed to enhance productivity by managing specific tasks and workflows, allowing users to concentrate on what matters most.
Key Features:
- Personalized summaries
- Prioritized recaps
- Automated scheduling
- Topic summarization
- Sales insights
- Meeting highlights
Use Cases:
- Starting the week with focus
- Recapping key moments after meetings
- Finding optimal meeting times
- Summarizing critical discussions
- Improving meeting effectiveness
Benefits:
- Enhanced productivity
- Streamlined workflows
- Improved decision-making
- Time savings
- Better communication
Capabilities
- Ingests meeting audio, recorded video, transcripts, emails, Slack/Teams messages, and files into Read knowledge base
- Generates post-meeting recaps with prioritized next steps and action items
- Delivers scheduled summaries (Monday Briefing) and end-of-week prioritized recaps via email, Slack, or Teams
- Creates topic Readouts summarizing major topics across meetings, email, and messaging
- Produces meeting transcripts and live meeting notes and exports them to Google Docs or OneNote
- Creates meeting video highlight reels (Director) from recorded meeting video
- Suggests calendar optimizations and finds best meeting times by checking connected Google or Outlook calendars
- Suggests CRM updates and deal-stage recommendations to HubSpot and Salesforce
- Pushes action items and tasks into Asana and Jira with assignee and due date
- Pushes meeting reports and notes to Notion and Confluence or stores files in Google Drive and OneDrive
- Enables natural-language search and Q&A across integrated apps via Search Copilot / Free Agent
- Generates follow-up emails and longer documents from search/chat using LLMs (optionally GPT-4.1 or Claude on paid plans)
- Sends Read outputs to external systems via Webhooks and Zapier for custom workflows
- Provides real-time coaching and meeting-improvement suggestions during meetings