Ask Vinyl transforms meeting data into actionable insights, helping accounting firms move beyond note-taking to actually using conversations for decision-making, training, and scalable workflows.
Key points:
How Ask Vinyl turns meeting content into usable outputs like emails, reports, and processes
The ability to analyse multiple meetings at once to identify patterns and insights across clients or teams
Why centralising conversations helps convert everyday discussions into firm-wide knowledge and IP
How automated email drafting and document creation reduce post-meeting admin significantly
The role of AI in extracting insights such as client sentiment, opportunities, and recurring questions
How meeting data can be used for onboarding, training, and improving team performance
The benefit of built-in prompts tailored specifically for accounting and bookkeeping workflows
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
Feature | AskVinyl | Manual AI Tools |
No copy/paste needed | ✅ | ❌ |
Secure by design | ✅ | ❌ |
Built-in accounting prompts | ✅ | ❌ |
Team access + chat history | ✅ | ❌ |
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
Pick your meetings – single or bulk select (up to 20 hours!)
Enter your prompt – or choose from our library
Review your output – emails, diagrams, checklists, processes
Chat on – Ask follow-up questions or refine the output
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.
Frequently Asked Questions
What is Ask Vinyl and how is it different from regular meeting notes?
Ask Vinyl goes beyond note-taking. It allows you to interact with your meeting content, ask questions, generate outputs, and turn conversations into something you can actually use across your firm.
How does Ask Vinyl help with post-meeting admin?
Instead of manually reviewing notes or transcripts, you can prompt Ask Vinyl to draft emails, extract action items, or summarise key points in seconds. It removes the need to rebuild the conversation after the call.
Can I analyse multiple meetings at once with Ask Vinyl?
Yes, that’s one of the biggest upgrades. You can now select up to 40 hours of meetings and run prompts across all of them, making it easy to spot patterns, build processes, or generate firm-wide insights.
What kind of tasks can Ask Vinyl handle?
It can draft follow-up emails, create client-ready documents, extract insights, build onboarding materials, and even help visualise processes. It’s designed to turn raw conversations into structured outputs.
How is Ask Vinyl different from using tools like ChatGPT manually?
With Ask Vinyl, everything stays connected to your meetings. There’s no need to copy and paste transcripts, and the outputs are built around your actual client conversations, not generic input.
Who is Ask Vinyl designed for?
It’s built specifically for accounting and bookkeeping firms that want to save time, improve consistency, and make better use of the conversations they’re already having.
Co-Founder
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Automatically capture all of your meeting notes
Sync notes & actions to your practice management system
Don't let actions & follow ups fall through the cracks
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"I've been wary of AI notetakers in the past...but Vinyl just gets it. So easy to set up, and the summaries hone in on all the important items. Everything just happens automatically, reducing all the small tasks that quickly add up."
