Practice management
Turn every client meeting into a clean, shared record inside Karbon. Vinyl captures the conversation, identifies attendees, and posts a polished summary.
How it connects
Vinyl syncs clients and contacts from Karbon into Vinyl, keeping names and relationships up to date. So every meeting is recognised against the right people and entities, with notes and actions linked automatically.Vinyl syncs clients and contacts from Karbon into Vinyl, keeping names and relationships up to date. So every meeting is recognized against the right people and entities, with notes and actions linked automatically.
Right after the call, a clear summary (an overview, the key discussions and the action items with their owners and dates) lands on each matched timeline, with a link back to the meeting in Vinyl.
Action items, owners and due dates are saved with the related client, giving your team instant visibility and fewer follow-ups.
Connect once and let Vinyl do the admin. For each meeting, Vinyl recognises who was in the room, compiles the notes, and posts a neatly formatted summary to the relevant Karbon timelines.Connect once and let Vinyl do the admin. For each meeting, Vinyl recognizes who was in the room, compiles the notes, and posts a neatly formatted summary to the relevant Karbon timelines.
Vinyl highlights commitments and due dates and saves them to the correct client or group. Your team can jump straight into delivery with the full context.
A concise recap of what was discussed and decided, filed to each matched contact, client or group.
The transcript and recording stay in Vinyl, one click away from Karbon for search, review and sharing.
The next steps, owners, due dates and key discussions are saved with the client record, so nothing gets lost between meetings.
Each meeting shows where it filed in Karbon, and anything that didn’t file can be fixed in one place.
Sync meeting notes & actions to client records automatically
Learn moreSync clients & contacts into Vinyl to organise meeting notes & actions effectivelySync clients & contacts into Vinyl to organize meeting notes & actions effectively
Learn moreAutomatically record & summarise meetings in ZoomAutomatically record & summarize meetings in Zoom
Learn more“The transcription is accurate, the notes are beautifully structured, and the way it syncs straight into our Karbon workflow is a genuine game changer.”
Karen AndrewsXero App Store review
