Connect Read.ai

A Zentrik workspace owner or admin connects Read.ai once for the workspace. API access is available on all Read.ai plans, including Free.

1. In Read.ai, enable Downloads under Workspace Settings → Reports & Sharing.
2. For workspace-wide reports, connect a Read.ai owner or admin with Global Report Access enabled under Workspace Settings → Permissions → Advanced Permissions. Otherwise, only reports accessible to the connected account can be imported.
3. In Zentrik, open Settings → Integrations → Read.ai and choose Connect Read.ai.
4. Sign in to Read.ai and approve access. Zentrik renews the connection automatically.
5. Under Meeting access, enter exact Read.ai folder names or explicitly choose all meetings accessible to the account. Choose Save meeting access.

This connector currently supports Read.ai’s US service. EU workspace connectivity is not yet verified.

No meetings are accessible in Zentrik until you save this boundary. Folder names are matched exactly: update the boundary if a folder is renamed. Connecting an admin does not automatically enable Global Report Access.

1. Open Discovery and choose Read.ai from the import sources.
2. Choose a date range. Narrow the selection by meeting owner, folder, attendee domain, or audience if needed.
3. Preview a meeting, select the conversations to import, and choose the destination Product and People policy.
4. Choose Import. Follow the run receipt to the imported Signals and their processing status.

Use Save for reuse to save the rules. On the saved import, test the draft and activate it on demand, daily, or weekly, according to your Zentrik plan.

Transcripts retain speaker labels and timestamps. Read.ai-generated summaries remain secondary context; a meeting with only generated notes is labeled as AI notes. Reimporting the same meeting reuses its Signal and refreshes changed content. Meeting access applies to manual imports, saved imports, previews, and live arrivals.

You can also select a Read.ai conversation when adding initiative evidence or attaching a transcript to a Huddle. New folder or participant filters narrow imports; they do not narrow the account's OAuth permission in Read.ai.

Live arrival requires live sync on your Zentrik plan and a verified Read.ai owner/admin on Pro, Enterprise, or Enterprise+.

1. On the Read.ai connection in Zentrik, choose Set up live arrival and copy the webhook URL.
2. In Read.ai, open Integrations → Workspace → Webhooks. Create a webhook, paste the URL, and select Meeting end.
3. Copy Read.ai's signing key into Zentrik and choose Enable live arrival.
4. Send a test request from Read.ai. The connection shows Receiving after an accepted delivery.

Personal webhooks can cover one user's reports instead. Keep scheduled imports enabled: webhooks miss reports shared later, reports accessible only through indirect team/global permissions, and reports generated from file uploads. A workspace webhook sends the full report to Zentrik before import filters are applied; leave live arrival off if this exceeds your permitted data boundary.

Disconnect the source from its Zentrik settings to stop new reads. Turn off live arrival and delete the webhook in Read.ai if you created one. Existing Signals, source snapshots, and insights remain in Zentrik until deleted; disconnecting does not remove retained evidence. Revoking Read.ai access requires reconnecting before imports can resume.