Read AI Notes Sync

Turn Read.AI meeting reports into an organized, team-shared OneNote notebook and Salesforce activity, automatically.

Status: design complete, implementation in progress. This README is the spec.

What it does

Read.AI captures meeting summaries, action items, topics, and transcripts. This tool listens for Read.AI's workspace webhook and, for each completed meeting:

• Writes a page into a shared OneNote notebook, organized as one section per customer and one page per meeting.
• Logs the meeting against the matching Salesforce account/contact.

The "customer" for a meeting is derived from the external attendee's email domain (for example jdoe@contoso.com maps to Contoso), which is also the key used to match the Salesforce account. Meetings with no external attendee go to an "Internal" section.

Architecture

Read.AI workspace webhook  ──►  Azure Function (HTTP)  ──►  OneNote (Microsoft Graph)
  (every member's meetings)       verify signature             section per customer,
                                   derive customer              page per meeting
                                   write + push      └───────►  Salesforce

• Source: one Read.AI workspace webhook delivers every workspace member's meeting reports to a single endpoint. A one-time backfill of historical meetings uses the Read.AI REST API (list_meetings + get_meeting_by_id).
• Engine: an Azure Function (HTTP trigger) verifies the X-Read-Signature header, dedups on request_id, and keys each page on session_id.
• Payload: the meeting_end webhook is self-contained (summary, action items, topics, transcript, participants), so the Function needs no follow-up API call for new meetings. See docs/read-ai-webhook-payload.sample.json. Workspace webhooks also fire a thin meeting_start event (no report yet), which the Function ignores.

The shared notebook

The notebook lives in a Microsoft 365 group, which provides a SharePoint site and a group OneNote notebook shared with its members by default. On deploy you can either:

• Auto-create a default group (for example "Read.AI Meeting Notes"), or
• Use an existing group/notebook (use-existing-group parameter).

Deploy

Free and open source. The ARM template provisions an Azure Function App (plus storage and Application Insights), and the Deploy-to-Azure button reads the template straight from this public repo.

You supply, as parameters / app settings:

• Your Read.AI webhook signing key.
• An Entra app registration with Microsoft Graph Notes.ReadWrite (and Group.ReadWrite.All only if auto-creating the group).
• Salesforce auth.

Microsoft 365 group creation and the app registration are handled by a one-time setup script (Microsoft Graph), since those are not Azure resources an ARM template can create.

After deploying, create the workspace webhook in Read.AI (Integrations → Workspace tab) pointed at the Function URL.

License

MIT.