After a meeting, you can download a formatted PDF of the summary directly from the meeting page. This gives you a clean document you can save, share with a client, attach to a file note, or store for compliance, without copying and pasting anything manually.
How to download
Open the Recordings tab from the left-hand menu.
Click on the meeting you want to download the summary for.
On the Insights tab, click the three dots and choose Download as PDF.
The PDF will download to your device immediately.
What's included in the PDF
The PDF contains whatever Vinyl generated, whether that's a meeting summary, a follow-up email draft, an action item list, or a custom output you requested. It's not limited to a fixed template, the content reflects what you asked for.
When to use it
The PDF download is useful any time you need to share or store something from the meeting outside of Vinyl:
Attaching a summary or action item list to a client email
Saving a record into your practice management system or client file
Storing for compliance or audit purposes
Sharing with a colleague or stakeholder who doesn't have a Vinyl account
Send directly by email
Vinyl now supports sending Studio outputs directly by email via your connected Gmail or Outlook account, no need to download and copy-paste into your inbox. Once an output is generated, it appears as an editable card where you can adjust the To, Cc, Bcc, and body before sending.
To use it, connect your Gmail or Outlook account under Integrations. For more details, see the Email Integration Overview article.
Tips
You can download any Studio output as a PDF, not just the default summary. If you've asked it to draft an engagement letter or proposal, that can be downloaded too.
If you want to copy the content instead of downloading it, use the Copy button that appears alongside the Download PDF option.
Always review the output before sharing with a client. Studio works from the transcript, your judgement on accuracy and completeness still applies.
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