Getting Started with Vinyl
This Quick Start Guide will help you set up Vinyl and record your first meeting in just a few minutes. Follow these simple steps to start capturing your important conversations.
Step 1: Create Your Account
Visit usevinyl.com and click "Sign Up"
Choose to sign up with:
Google Account (recommended for Google Meet users)
Microsoft Account (recommended for Teams users)
Email address
Complete the verification process and create your password
Pro Tip: Use your work email to ensure calendar integration works smoothly.
Step 2: Connect Your Calendar
From the setup wizard or Settings menu, select "Calendar Connections"
Click "Connect" next to Google Calendar and/or Microsoft Outlook
Grant the requested permissions to allow Vinyl to:
View your calendar events
Join your meetings automatically
Send notifications to participants (optional)
Time-saving Tip: Connecting both calendars ensures all your meetings can be recorded, regardless of platform.
Step 3: Configure Meeting Settings
Go to Settings > Meeting Preferences
Choose your default recording settings:
Auto-Record: Vinyl will automatically join and record meetings with specific keywords (e.g., "Interview", "Client Meeting")
Manual Selection: You'll choose which meetings to record on a case-by-case basis
Set your preferred AI summary length (Brief, Standard, or Detailed)
Save your settings
Step 4: Schedule Your First Recording
Option A: Record an Upcoming Meeting
Go to the Meeting tab in your dashboard
Find an upcoming meeting you want to record
Toggle the recording switch to "ON"
Optionally, click the meeting to configure specific settings
Option B: Record an Instant Meeting
From your dashboard, click the "Start Capturing" button
Select the meeting platform (Zoom, Teams, or Google Meet)
Enter a meeting title
Click "Start Recording" to generate a shareable meeting link
Join the meeting yourself and invite others using the link
Step 5: During the Meeting
At the start of the meeting, Vinyl will join as a participant
Inform all participants that the meeting is being recorded (a legal requirement in many regions)
Conduct your meeting as usual
For best results:
Encourage clear speaking
Reduce background noise
Have one person speak at a time
Important: You don't need to do anything special during the meeting. Vinyl works automatically in the background.
Step 6: After the Meeting
Within a few minutes of the meeting ending, you'll receive an email notification
Click the link in the email or go to your Vinyl dashboard
Your meeting recording, transcript, and AI summary will be available
Review the content and make any necessary edits:
Correct any transcription errors
Adjust speaker names
Add notes or highlights
Step 7: Share Your Meeting Content
From the meeting detail page, click the "Share" button
Choose what to share:
Summary only
Summary and transcript
Full recording with transcript
Set permission levels:
View only
Comment
Edit (for team members)
Copy the shareable link or directly enter email addresses
Optionally add a personal message
Click "Share"
Step 8: Manage Action Items
In the meeting summary, review identified action items
Assign owners to each action item
Set due dates
Add these action items to your tracking system:
Export to your task management tool
Email to the responsible parties
Track directly in Vinyl
Common Questions
Q: How do I ensure good transcription quality? A: Use clear audio, reduce background noise, and encourage participants to speak one at a time.
Q: Can I edit the transcript after the meeting? A: Yes, you can edit the transcript by clicking on any text in the transcript view.
Q: How do I record meetings that aren't on my calendar? A: Use the "Record Now" button to start an instant meeting recording.
Q: Will participants know they're being recorded? A: Yes, Vinyl joins as a visible participant and you should also verbally inform everyone at the start of the meeting.
Q: How quickly will my transcript be ready? A: Transcripts are typically available within minutes of the meeting ending. Longer meetings may take more time to process.
Next Steps
Now that you've recorded your first meeting, explore these features:
Need Help?
If you encounter any issues, contact our support team at [email protected] or use the chat feature in your dashboard.
