The Meeting Summary page has been redesigned. It now brings everything you need from a meeting, the summary, transcript, recording, and AI assistant, into one place, so you can review what happened and act on it without switching between tabs or tools.

Open the Recordings tab from the left-hand menu and click on any completed meeting. If the meeting has finished processing, you'll land directly on the updated summary page.

Meeting header

At the top you'll see the meeting title, date, duration, and participant names. If the meeting was linked to a client, their name will appear here too. You can also set a meeting type from the header, choose from a fixed list to categorise the meeting (e.g. Discovery, Onboarding, Tax Planning).

Note: Meeting type is read-only for shared viewers.

Summary

Vinyl's AI-generated summary covers the key discussion points, decisions made, and action items from the meeting. This is generated automatically, you don't need to do anything to trigger it.

Action items

Action items are pulled out separately so they're easy to scan and follow up on. These are extracted directly from what was said in the meeting. You can now tick off action items as you complete them, done items move to a collapsible Completed section and stay marked for everyone on the team with access to the meeting.

Transcript

The full word-for-word transcript is accessible on the same page, with speaker names and timestamps throughout so you can verify exactly who said what and when.

Recording

The meeting recording is available directly on the page. No need to navigate elsewhere to play it back.

Ask Vinyl

Ask Vinyl sits in the right-hand panel of the meeting page. You can ask it anything about the meeting, what was agreed, who owned an action, what figures came up and it will answer in seconds with direct quotes and timestamps from the transcript.

From within Ask Vinyl, you can also create and draft documents with a single click: follow-up emails, client summaries, proposals, engagement letters, and more. Each output comes with options to copy the content, download it as a PDF, or send it directly from Vinyl via Gmail or Outlook.

The previous meeting page split content across multiple tabs. The new page consolidates everything into a single view, with Ask Vinyl always accessible in the right panel without having to navigate away from the summary.

The one-click create and draft actions are new. Previously, generating a follow-up email or client summary required you to type a prompt in Ask Vinyl from scratch. Now common outputs are available in one click and once generated, you can copy, download as PDF, or send directly by email without leaving Vinyl.

Vinyl now supports sending emails directly from the meeting page via your connected Gmail or Outlook account. Once Ask Vinyl generates a draft, it appears as an editable card, you can update the To, Cc, Bcc, and body before sending. Nothing is sent until you explicitly click Send.

To use it, make sure your Gmail or Outlook account is connected under Integrations. For more details, see the Email Integration Overview article.

The summary page populates once Vinyl has finished processing the meeting. For most meetings this takes a few minutes after the recording ends. If you see a processing message, check back shortly.

If a meeting has been processing for more than 30 minutes, chat with us below and the team will investigate.