Once you’ve connected your Vinyl and Karbon accounts, Vinyl will automatically post your meeting summaries to the timeline of the relevant contact, client, or group in Karbon.
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
Only meetings with attendees that match Karbon contacts will be synced.
If you can’t see a summary, check whether the meeting was matched to the right contact or client in Vinyl.
Need help? Contact [email protected]