Documentation & Help

Everything you need to know about using preread.io effectively with your team

Getting Started

Quick Start Checklist

Account Setup

After signing up, you'll receive a verification email. Click the link to activate your account and access the full platform.

Creating Your First Topic

Topics are the core of preread.io. They represent any coordination effort where your team needs to gather input, make decisions, or prepare for meetings.

  1. Click "New Topic" from your dashboard
  2. Choose a template that fits your use case
  3. Customize the template with your specific questions or sections
  4. Set a deadline for contributions
  5. Invite team members as contributors or viewers
  6. Publish the topic to notify your team

Key Concepts

Topics

Structured documents where team members contribute information before deadlines. Topics become tamper-proof records once the deadline passes.

Workspaces

Separate environments for different clients, projects, or teams. Each workspace has its own members and access controls.

Templates

Pre-built topic structures for common use cases like standups, project updates, or client reviews.

Reports

Compiled outputs from topics, automatically generated as PDFs and distributed to stakeholders.

AI Features

Smart Summarization

AI automatically generates executive summaries of your topics and reports, highlighting key decisions and action items.

  • Automatic topic summaries
  • Key decision extraction
  • Action item identification
  • Trend analysis across topics

Using AI Summaries

AI summaries are automatically generated when a topic reaches its deadline. You can also request summaries manually for active topics.

Customizing AI Output

You can provide context to the AI about what's most important in your summaries:

  • Focus on specific decision points
  • Highlight certain team members' input
  • Emphasize action items vs. discussion
  • Format for specific audiences (executives, team, clients)

Troubleshooting

Still need help?

Can't find what you're looking for? Our support team is here to help.