Read.ai is in beta. Read.ai’s own API is also in open beta, so its behavior can still change.
What Gets Imported
Meetings without a transcript (for example, a recording Read.ai is still processing) are retried for up to 48 hours, then skipped.
Who Connects
One connection covers your whole team. A Read.ai workspace admin connects once with their own Read.ai login; members do not connect one by one. A Read.ai login can only read the meeting reports its owner can open. For ClosedLoop AI to see every member’s meetings, the admin who connects needs Global Report Access. Without it, only that admin’s own meetings are imported.Before You Connect
A Read.ai workspace owner or admin checks two settings in Workspace Settings in Read.ai:Turn on Global Report Access
Turn on Global Report Access
In Workspace Settings, open the Permissions tab, expand Advanced Permissions, and turn on Global Report Access for the owner or admin who will connect ClosedLoop AI.This setting is off by default. It lets that person open the meeting reports of every member of the workspace, which is what ClosedLoop AI imports.
Keep Downloads turned on
Keep Downloads turned on
Read.ai only allows API access for workspaces whose Downloads setting is on. If your workspace has turned Downloads off, turn it back on in Workspace Settings, or the connection cannot read any meetings.
Setup Guide
- In ClosedLoop AI, open Integrations and select Read.ai
- Click Connect Read.ai
- Sign in to Read.ai as the workspace admin with Global Report Access, and approve read access
- You return to ClosedLoop AI with the integration connected
- Choose how far back to import meeting history (1, 3, or 6 months), or skip the history import
meeting:read to read meetings, plus openid, email, profile, and offline_access so the connection can identify the admin and stay signed in.
How Sync Works
- New meetings: ClosedLoop AI checks Read.ai for new meetings every 15 minutes and imports each one once its transcript is ready.
- History import: the window you choose when connecting is imported in the background, a day at a time. You can import a different window later from the integration’s settings.
- Staying signed in: the connection renews its own Read.ai sign-in. If Read.ai revokes it (for example, the admin who connected loses access), the integration shows Action required and asks you to reconnect.
- Team changes: the connection keeps syncing if the admin who connected leaves your ClosedLoop AI team, because the authorization belongs to the Read.ai workspace.
- Deleted meetings: a meeting deleted in Read.ai after it was imported stays in ClosedLoop AI.
Disconnect
Open Integrations → Read.ai and click Disconnect. ClosedLoop AI stops syncing and deletes the stored Read.ai sign-in. Meetings already imported, and the insights from them, are kept.Connect Read.ai
Set up your Read.ai integration in the ClosedLoop AI dashboard