Live Today: Templates Tailored for Sales Teams and Beyond

One-size-fits-all meeting reports changed the way teams captured and shared information. Now it's time for something more adaptable.

With Read AI, you don't have to choose between templates optimized for people and formats designed for AI-powered workflows. Read AI's templates are built for both.

Instead of forcing a single format, Read AI gives you control over how information is structured, shared, and used. Customize what you see and distribute, allow collaborators to control their own view, and choose what flows into connected platforms. As your needs shift, whether that’s more detail, more privacy, or tighter integrations, your templates shift with you.

The result is a meeting report that works for everyone involved. Whether you’re the host, a participant, someone catching up later, or preparing content for a CRM, the output is structured for you.

“We designed templates to reflect how different teams actually work,” says Julia Davis, Product Manager at Read AI. “Sales teams, recruiters, customer success managers, and executives all need different levels of detail and different ways of organizing information. We’re letting people tailor meeting reports to fit their workflows, and officially eliminating the manual editing and reformatting that often comes next.”

"Read AI’s custom templates have been a tremendous value add to my workflow,” says Tre Green, vCIO at New Charter. “The ability to tailor meeting notes based on the specific needs of client, internal, and vendor conversations helps me capture the insights that matter most, from technical details to business impact. It allows me to spend less time organizing information and more time applying it to make better decisions and deliver greater value."

How to Apply Templates:

1. Open a meeting report and click the templates dropdown (it'll say "Read AI Recap" by default)
2. Browse the list, or click "All Templates" to see the full library
3. Pick the template you want and click "Apply Template"
4. Your template is now applied, just to your personal view. Want everyone with access to the report to see it too? Click "Set as Shared View" to make it the default for all viewers

Shared and Personal Views: 

• With a Shared View, the meeting owner or editor applies a template and it becomes the base view for everyone with access. Set it once, it propagates to every viewer
• With a Personal View, you have your own lens on the same meeting. Need a different cut, like internal qualification notes? Layer your own template without changing what anyone else sees.

How to Create a Custom Template:

1. Open a meeting report and click the templates dropdown
2. Click "All Templates" to see the full library
3. Click "Create New Template" and fill out the instructions for your 
4. "Save" your new custom template, and then click "Apply Template" to use it on your selected meeting report.

How to Configure CRM Auto-Push with Templates

1. Navigate to Integration settings or Workspace Integration settings if you're an admin
2. Beneath Hubspot or Salesforce, enable Auto-Push Meeting Notes
3. Select your desired template from the Push Template drop down. This setting is applied to all reports pushed to CRMs from your workspace. 

Note: This does not impact a user's view of a meeting report from Read AI.

Want to learn more? Read the full templates guide here.‍