Vinyl + Karbon
App integration via Karbon — Automate your meeting notes & post-meeting actions to help you improve client experience and stop things falling through the cracks, right within Karbon.
Vinyl automatically sends AI-generated meeting notes, summaries, and action items into Karbon, mapping them to the correct people, organization, or group timeline.
Every conversation is stored in context, giving your team a complete history, reducing manual data entry, and making it easy to action tasks directly from meeting outcomes.
- Automatic Note Syncing: Vinyl sends meeting notes and summaries straight to Karbon, ensuring all client interactions are documented without manual copy-and-paste.
- Timeline Mapping: Notes are linked to the correct people, organization, or group timeline in Karbon, keeping every conversation in its proper context.
- Contact & Client Sync: Contacts, clients, and groups from Karbon are imported into Vinyl to ensure accurate matching for every meeting.
- Post-Meeting Summaries: Detailed summaries are added to Karbon, making it easy for your team to review key points from any discussion.
- Dual Client History: Meeting records are stored in both Vinyl and Karbon, creating a complete and consistent history across platforms.
About Vinyl
Vinyl is an AI meeting assistant built for accounting firms, automating note-taking, summaries, and follow-ups. It integrates with Karbon to capture every conversation in context, streamline workflows, and keep teams aligned—saving hours of manual admin so firms can focus on delivering value to clients.
