Introducing the New Ask Vinyl: Your new personal assistant

You’re not imagining it; post-meeting admin has really gotten worse. One 30-minute client call, and suddenly you're juggling follow-up emails, a half-written proposal, and a scribbled to-do list that somehow didn’t make it into your practice software.

That’s why we built Ask Vinyl. It’s the built-in AI chat inside Vinyl that helps you do something with your meeting content. Draft an email. Extract insight. Build a repeatable process.

And now, it’s getting a major upgrade.

What’s New in AskVinyl?

The new version of Ask Vinyl is powered by Google’s latest Gemini model, which means it’s faster, sharper, and a whole lot more capable. But the real headline?

You can now select up to 20 hours of meetings at once and run prompts across all of them.

Here’s what that unlocks:

• Analyse multiple conversations in one go

• Spot patterns across clients or team members

• Generate outputs that reflect how you work

• Create knowledge and templates your whole firm can use

All from the same chat-style interface you’re already using in Vinyl.

From One Meeting to Firm-Wide IP

Meetings are where so much firm knowledge is born, but unless someone’s furiously taking notes, that knowledge usually goes walkabout.

AskVinyl makes it easy to go back and ask better questions, not just of one meeting, but of everything that’s happened across a client, a service line, or even a specific team member.

Some of our favourite examples:

• Want to document how a member of your team handles advisory chats? Pull up their last 20 and extract a repeatable process.

• Need to train new staff on a specific client’s business? Select the last few months of meetings with that client and create a hand-off one-pager with everything they need to know

• Trying to formalise board meeting minutes? Select the recording, and get a client-ready pack, complete with all of the depth and detail you need

It’s like having a personal analyst who gets your firm and actually knows where everything lives.

Use Cases Our Customers Love

Email follow-ups, done in seconds

Ask Vinyl can draft post-meeting emails that sound like you, complete with action items and tone matched to the meeting vibe.

Formal documents, fast

Need a scope of work, a process doc, or a client-facing report? You can prompt Ask Vinyl for all of it. From plain summaries to polished proposals.

Extract insights, not just notes

Use it to pull FAQs, tag sales opportunities, or generate content ideas based on the real words clients are using.

Turn meetings into training

Query how someone handled a tricky objection. Build onboarding resources from real-life calls. Learn what great looks like.

Visualise what you do

Ask Vinyl can create visual diagrams to map internal processes, guide clients through complex workflows, or present entity structures in a clean, shareable format. No design skills needed, just ask.

Ask Vinyl vs Copy-Paste into your favourite GenAI model

With Ask Vinyl, everything stays inside Vinyl. Just select the meetings and type your prompt, no messing around with exported transcripts or wondering where your data ends up.

Plus, we’ve included a prompt library crafted specifically for accounting and bookkeeping firms. Things like:

• “Analyse client sentiment”

• “Draft a follow-up email”

• “Summarise sales objections”

• “Generate onboarding checklist”

You can always write your own prompts, but we’ve got you covered if you don’t know where to start.

How It Works

1. Pick your meetings – single or bulk select (up to 20 hours!)

2. Enter your prompt – or choose from our library

3. Review your output – emails, diagrams, checklists, processes

4. Chat on – Ask follow-up questions or refine the output

5. Anyone on your team can join in – with the right access permissions

And yes, all your chats stay in one place. You can scroll back, refer to previous outputs, or build on what’s already there.

Ready to Ask Better Questions?

The best firms don’t just record what was said; they use it. To train staff. To impress clients. To scale what’s working.

The new Ask Vinyl makes that not only possible, but effortless.