Vinyl's FYI integration allows meeting notes to be synced directly to your FYI client records. You can choose between automatic syncing, where Vinyl decides where to file each meeting based on attendees, or manual sync, which gives your team full control over where each meeting is sent.
What information is synced to FYI?
When a meeting is synced to FYI, Vinyl sends the following information:
Meeting summary
Key discussion points
Action items (including responsible person and deadline)
Full transcript
The video recording is not synced to FYI. Meeting recordings remain accessible in Vinyl only.
How the meeting document appears in FYI
When a meeting is synced, Vinyl creates a document on the selected client record in FYI. The document contains formatted content including:
Overview – the AI-generated meeting summary
Key discussion points – bullet-point notes from the conversation
Action items – tasks with responsible person and deadline
View in Vinyl link – a direct link back to the meeting in the Vinyl app
The document title will match the meeting title, and the document type is set to "Meeting" in FYI.
When auto sync is ON
Meetings sync automatically after transcription
Vinyl decides where to sync based on meeting attendees
Manual sync is still available if you want extra control
When auto sync is OFF
Nothing syncs automatically
All meetings show Not Synced
Manual sync is required for every meeting
How auto sync decides where to send meeting notes
When automatic syncing is enabled, Vinyl determines where to sync the meeting based on the meeting attendees. The system:
Looks at the meeting's attendees and contacts
Identifies the clients those contacts belong to in Vinyl
Filters for entities that have an FYI ID
Syncs the meeting document to those matching clients
Meeting notes are always synced only to client records in FYI, not to individual contacts or groups.
If no attendee matches an FYI client, the meeting will remain Not Synced so a user can select the correct client manually.
Manually syncing a meeting to FYI
If a meeting didn't file automatically, or you want to choose exactly which FYI entity it's filed under, you can trigger a manual sync:
Open the meeting in Vinyl
Click Sync to FYI
Select the correct client or matter and confirm
This gives you full control over where each meeting is filed.
If the sync isn't working
The most common reason notes don't appear in FYI is an email address mismatch, the participant's email in Vinyl doesn't match their email in FYI.
Check that the meeting participant's email matches exactly what's on their FYI contact record. If everything looks correct and it's still not syncing, contact our support team with:
The meeting name and date
The FYI client or matter you expected it to file under
We respond within 2 hours.
If you need help setting up or troubleshooting the FYI integration, chat with us below.