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.
Auto sync vs manual sync
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.
If you need help setting up or troubleshooting the FYI integration, contact [email protected].