Once you've connected your Vinyl and Karbon accounts, Vinyl can post your meeting summaries to the timeline of the relevant contact, client, or group in Karbon. Summaries appear once a meeting has been filed, either manually from the filing control in the meeting header, or automatically if a Master Admin has turned on Automatic sync. New Karbon connections start with Automatic sync off, so you may need to file a meeting before its summary shows up.
Here's how to find them:
Go to the relevant contact or client
Use the search bar in Karbon to find the right contact, client, or group record.Click the "Timeline" tab
This is where all activity, emails, notes, and Vinyl meeting summaries are logged.Find the Vinyl meeting entry
Look for a timeline entry with a brief meeting summary from Vinyl.Click the + icon to expand the meeting summary
This will show the full summary content without leaving Karbon.
Quick tips
Automatic sync only files meetings with attendees that match Karbon contacts. You can file any meeting yourself from the filing control.
If you can't see a summary, check whether the meeting shows Filed in Vinyl, and that it was filed to the right contact or client.
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