Vinyl + Karbon
Turn every client meeting into a clean, shared record inside Karbon. Vinyl captures the conversation, identifies attendees, and posts a polished summary—so notes, actions and context live on the right timeline without manual effort.
From conversation to Karbon, automatically
Keep records in sync
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.
Post summaries to timelines
Right after the call, a clear summary lands on each matched timeline—alongside links to the full transcript and recording in Vinyl.
Save the actions that matter
Decisions, next steps and owners are captured and stored with the related client—giving your team instant visibility and fewer follow-ups.
From meeting to timeline in minutes
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—so your practice stays aligned without copying and pasting.
Actions that move the work forward
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—no hunting for scribbles or DM threads.
What syncs to Karbon
Vinyl focuses on the pieces that keep your client record complete and trustworthy.
Summary on the timeline
A concise recap of what was discussed and decided, filed to each matched contact, client or group.
Notes, transcript & recording
Deep-dive detail stays one click away—linked from Karbon back to Vinyl for search, review and sharing.
Actions & context captured
Owners, dates and key topics are saved with the client record, so nothing gets lost between meetings.
"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."
Cameo Ashe
Lemonade Beach Accounting
Vinyl helps you to transcribe, summarise, and action your client meeting notes: automatically using AI.
© 2025 Vinyl
Vinyl helps you to transcribe, summarise, and action your client meeting notes: automatically using AI.
© 2025 Vinyl
Vinyl helps you to transcribe, summarise, and action your client meeting notes: automatically using AI.
© 2025 Vinyl