By default, Vinyl automatically syncs meeting notes to FYI after transcription. You can switch to manual sync if your team wants full control over where each meeting is filed.
Switch from auto sync to manual sync
Only a Master Admin can change this setting.
Go to Settings → Integrations
Find your FYI integration
Toggle Auto Sync OFF
What happens after turning auto sync off
Meetings will no longer sync automatically after transcription
Each meeting will show a Not Synced badge
Users must manually choose where to sync each meeting
When a team first connects their FYI integration, all existing meetings that already contain a transcript and summary will display the sync badge as Not Synced. You can manually sync these to the appropriate FYI client records.
How to manually sync a meeting to FYI
Open the meeting in Vinyl.
Click the sync badge in the meeting header.
Review the entity selector that appears.
Choose the client you want to sync the meeting to.
Tick the confirmation checkbox if the meeting has already been synced previously.
Click Sync.
The selector shows three sections:
Already synced to – clients the meeting has previously been synced to, including timestamps
Suggested – clients previously used for sync
All entities – a searchable list of all clients from FYI
Only entities that exist in FYI will appear in this list.
Note: Meeting documents synced to FYI cannot be removed from Vinyl. If a meeting is resynced to the same client, the existing FYI document will be overwritten with the updated content. If you need to remove a document completely, it must be deleted directly inside FYI.
If you need help setting up or troubleshooting the FYI integration, contact [email protected].