How The Team at Read Uses Our Search Copilot Tool

At Read, we don’t just build AI productivity tools, we rely on them daily. One of our most powerful tools is one we created and launched earlier this year: Search Copilot, a conversational AI assistant that searches across meetings, docs, Slack, and more to surface the exact information you need, when you need it.

Think of it like ChatGPT, but for your work.

To help illustrate just how versatile Search Copilot is, we asked four Read teammates from across the company to share how they use it in their own workflows. Whether you're in business development, design, engineering, or sales, these real-life examples show how Search Copilot can save time, eliminate context switching, and help you focus on what matters most.

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Rich, Sales Team

Focus: Maximizing sales meeting efficiency and automating follow-ups.

The Benefit: For Rich, Search Copilot was first an onboarding tool and now a follow-up powerhouse. It helps him engage fully in meetings with prospects without worrying about taking notes.

“You can’t imagine the freedom of just paying full attention, knowing Read is taking great notes. Then afterward, Search Copilot helps me pull next steps—and even draft the follow-up email.”

Rich estimates that Search Copilot saves him at least an hour a day by handling post-meeting tasks that used to eat up valuable time.

Some of Rich’s most frequent prompts include: 

• “Write a follow-up email for me that includes Read’s key differentiators.”
• “Show me the details I provided to a customer the last time I provided documentation about HIPAA and other privacy certifications.”
• “Provide a list of all my closed deals this week.”

Pro Tip: After a sales call, use Search Copilot to extract key next steps and instantly generate a personalized follow-up message.

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Matt, Director of Business Development

Focus: Streamlining follow-ups and identifying action items across internal and external meetings.

The Benefit: For a role that involves constant context switching between internal growth and customer relationships, Search Copilot helps Matt cut through the chaos and stay focused on key deliverables.

“Due to the rhythm and variety of meetings I’m in, I need something that helps me sort through the flood of information and provide actionable next steps. I use Search Copilot to recap my meetings and plan for the rest of the week.”

Matt asks Search Copilot targeted questions like:

• “What were the main takeaways from my 1:1 with Joe that need to be accomplished by the end of the week?”
• “Which deals that I’m working on have outdated next steps?”

Pro Tip: Use Search Copilot at the end of the day to quickly generate follow-ups or prep for tomorrow’s meetings
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Mike, Staff Solutions Engineer

Focus: Supporting internal and external teams across multiple parallel projects.

The Benefit: For someone managing multiple projects across Sales, Client Services, and Engineering, Mike sees Search Copilot as his always-up-to-date, cross-platform knowledge base.

“When jumping into new projects, I use Search Copilot to pull context from meetings, Confluence, Slack, and email. It saves me from digging through threads to figure out why a decision was made.”

It’s also changed how he documents:

“I don’t worry about whether someone will find my documentation—Search Copilot will surface it when it’s relevant.”

Mike tends to use prompts like: 

• “What’s the latest update from the product team about [integration] features?”
• “Provide a list of the engineering priorities for this sprint.”
• “What feature requests were most commonly mentioned in customer calls last week?”

Pro Tip: Use Search Copilot to onboard into new projects by asking for summaries of discussions, decisions, or blockers—across platforms and over time.‍

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Zoe, Product Designer

Focus: Identifying technical constraints and preparing high-impact design handoffs.

The Benefit: For Zoe, Search Copilot is a design accelerator. It uncovers technical dependencies, even from meetings she didn’t attend, and powers effective cross-functional collaboration.

“Before, I’d dig through Slack threads and PRDs to understand constraints. Now I just ask Search Copilot—and it pulls what I need instantly.”

Some of Zoe’s favorite prompts include:

• “Summarize engineering concerns related to [component].”
• “What blockers were mentioned in recent updates that impact design?”
• “List action items from previous design-engineering syncs.”

Pro Tip: Let Search Copilot prep your design handoff agenda by surfacing discussion points from recent design and engineering meetings.

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Final Takeaway

Whether you're building, selling, designing, or supporting, Search Copilot flexes to your needs—pulling from the tools you already use to give you fast, reliable answers and eliminate time-consuming information hunts.

Want to work smarter? Try asking Search Copilot:

• “What were the key outcomes from this week’s meetings?”
• “List pending tasks assigned to me this week from team discussions.”
• “Summarize decisions made around [project] in the past month.”

You’ll be surprised how much time you get back.

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