New in Vinyl: Meeting Type Tags to Sort and Filter Every Recording

Your recordings are already tidy. Every meeting sits against the right client and the right contact, so when you need to remember what you discussed with a particular firm, it's all there.

Then a partner asks for "every discovery call we ran last month." And you're back to scrolling.

Filing by client tells you who you spoke to. It doesn't tell you what kind of conversation it was. One client might have a discovery call, two onboarding sessions, a tax planning meeting and a quick review all sitting in the same list. They look identical at a glance. Finding the ones you actually want means opening each recording and checking, which is exactly the kind of small admin job that eats a Tuesday afternoon.

Your recordings are organised by who, not by what

This is the gap. Client and contact records are the backbone of how Vinyl keeps things in order, and they do a lot of heavy lifting. But a growing practice doesn't just have more clients. It has more types of conversation with each one.

A tax preparation call and a board meeting are completely different animals. They need different follow-ups, they matter to different people, and you'll want to find them for different reasons. Yet in a client-only view, they're just two more rows.

So we added a second layer.

Meet meeting type tags

You can now tag any meeting with a type. There are two groups.

Client meetings: Discovery, Onboarding, Tax planning, Tax preparation, Client review, and Advisory.

Internal meetings: Team meeting, Board meeting, Client work, and 1:1.

Applying a tag takes a second. You can do it right on the meeting recording screen, or from the list of recordings without opening anything. Tag as you go, or tidy up a batch later. Either works.

The tags sit alongside everything Vinyl already captures. You're not replacing your client filing, you're adding to it. A meeting can be filed against Acme Ltd, linked to their finance director, and marked as a tax planning session, all at once. More detail on how recordings are structured lives on the product page.

Filter to exactly the meetings you want

Here's where it earns its keep.

Once your meetings are tagged, open the filters on the recordings screen, pick a type, and every meeting of that kind is in front of you. Every discovery call. Every board meeting. Every advisory conversation. One click, no scrolling, no opening things to check.

A few moments where this comes in handy:

• Bringing a new hire up to speed. Point them at every discovery call from the last quarter so they can hear how the team runs a first conversation.

• Prepping for an advisory push. Pull up all your advisory meetings before a quarterly review and see where the live opportunities are. Those conversations are often where the hidden revenue signals are sitting.

• Reviewing a process. Want to see how consistent your onboarding actually is across the team? Filter to onboarding and watch them back to back.

The point isn't the tag itself. It's that a pile of recordings becomes something you can slice by the question you're actually asking.

Tags and the rest of Vinyl

Meeting type tags fit neatly with how Vinyl already treats different conversations. The dynamic post-meeting actions that Vinyl generates already flex depending on whether a meeting is client-facing or internal, producing follow-up emails, file notes or minutes to match. Tagging gives you the matching organisational layer on the front end: the same distinction, now something you can sort and filter by.

Put together with the client and contact records that meetings already file against, you've got two ways to cut your recordings. By who the conversation was with, and by what kind of conversation it was. Most of the time you'll want both.

A tidier recordings screen, and less time hunting for things

Organisation is one of those things that pays off quietly. You don't notice the minutes you save on any single search. You notice that, over a year, "where's that meeting again?" stopped being a question you ask.

Meeting type tags are a small addition that does exactly that. Tag your meetings once, and your recordings screen starts working the way your brain already thinks about your week: discovery calls here, board meetings there, tax season in its own neat pile.

Give it a go on your next recording. Future you, hunting for that one call in six months' time, will be grateful.