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Download and edit your Vinyl meeting summary

Learn what export formats are available for your Vinyl meeting summary, how to download an editable Word document using File Note, and how to copy or download your notes as a PDF.

What export options are available?

Vinyl offers different export options depending on which Studio output you're working with:

  • File Note — gives you three options: Copy, Download as PDF, and Download as Word (.docx).

  • Other Studio outputs (summaries, action lists, etc.) — offer Copy and Download as PDF only.

How do I get an editable Word document?

The Download as Word button is available on File Note outputs. Here's how to use it:

  1. Open a meeting from your recordings list.

  2. Go to the Studio panel on the meeting summary page.

  3. Click the File Note button to generate a file note for the meeting.

  4. Once the file note is ready, click Download as Word to save an editable .docx file to your device.

The Word file will include your formatted file note content, ready to edit in Microsoft Word or any compatible application.

How do I download a PDF?

You can download a formatted PDF of any Studio output directly from the meeting page:

  1. Open the Recordings tab from the left-hand menu and click the meeting you want.

  2. On the meeting page, open Studio in the right-hand panel.

  3. Use a one-click action to generate the output you want (for example, a meeting summary or follow-up email), or type a custom prompt such as "Summarise this meeting for the client in plain language".

  4. Once the output appears, click Download PDF beneath it. The PDF downloads to your device immediately.

If you'd rather copy the content than download it, use the Copy button that appears alongside the Download PDF option to copy the output to your clipboard.

How do I edit my meeting summary before exporting?

For any Studio output, you can edit the underlying content inside Vinyl before exporting:

  1. Open the meeting from your recordings list.

  2. Go to the Insights tab.

  3. Click Edit in the Summary section to update the summary text, then click Save.

  4. To edit individual action items, click the pencil icon next to the item, make your changes, and save.

Once you're happy with the content, regenerate your File Note and use Download as Word, or use Copy / Download as PDF for other outputs.

Can I send the summary by email?

Yes. Vinyl supports sending Studio outputs directly by email via your connected Gmail or Outlook account, so there's 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.

Need more help?

If you have questions about exporting your meeting summary, contact us via the chat icon and we'll be happy to help.

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