The Meeting Summary page includes Studio in a panel on the right-hand side. As well as answering questions about the meeting, Studio lets you create and draft documents with a single click, and take immediate action on the output without leaving the page.
One-click create and draft
Common post-meeting documents can be generated in a single click directly from the Studio panel. You don't need to write a prompt from scratch, just click the action you need and Studio will produce a draft based on the meeting transcript.
Examples of what you can create in one click:
Follow-up email — a professional recap of what was discussed, agreed, and what happens next, ready to review and send
Meeting summary — a structured summary of key discussion points, decisions, and action items
Action item list — a clean list of everything that needs to happen and who owns it
Client briefing — a document suitable for sharing with a client or storing in their file
You can also type a custom prompt in Studio at any time for outputs that aren't covered by the one-click options, proposals, engagement letters, quotes, and more.
Copy, download, or send any output
Once Studio generates an output, actions appear beneath it:
Copy — copies the content to your clipboard so you can paste it into an email, document, or practice management system
Download PDF — downloads the output as a formatted PDF to your device, ready to attach to an email, save to a client file, or store for compliance
Send Email — sends the output directly from Vinyl via your connected Gmail or Outlook account. The draft appears as an editable card so you can adjust the To, Cc, Bcc, and body before anything is sent
All three actions work on any output, whether it came from a one-click action or a custom prompt you typed yourself.
Sending emails directly from Vinyl
The Send Email option is now available and rolling out to users this week. To use it, connect your Gmail or Outlook account under Integrations. If you don't see the option yet, it will reach you shortly.
Nothing is sent automatically, the AI presents a draft for your review first, and sending is always your action. For full details on setup and how it works, see the Email Integration Overview article.
One-click actions vs. Studio prompts
The one-click actions are shortcuts for the most common outputs. They're designed for speed, when you need a follow-up email or summary and don't want to think about the prompt.
For anything more specific, a different structure, a particular tone, something that isn't covered by the standard actions, open Studio and type exactly what you need. You can also refine a one-click output by continuing the conversation in the same chat window.
A note on accuracy
All outputs are based on what was said in the meeting transcript. Studio doesn't speculate or fill in gaps. Always review any output before sending to a client or saving it to a file, your professional judgement on accuracy and framing still applies.
Need help? Chat with us below.