Vinyl

Meeting transcripts are an untapped goldmine of context for accounting firms...

In this training, you'll learn first-hand how to use AI tools like Chat-GPT, Vinyl, and others to extract data from everyday client meeting transcripts to identify sales opportunities, provide feedback to team members, create content, proposals, board minutes, team training, and more!

We'll be covering:

*   Why meeting transcripts are an untapped goldmine for accounting firms
*   AI tools for capturing meeting transcripts
*   The best AI models to use (and security risks to be aware of)
*   Prompt engineering 101
*   13 ready-to-swipe meeting transcript prompts

If you're looking for practical and valuable ways to implement AI in your firm today, don't miss this session.


How to use AI to turn meeting transcripts into marketing content, team feedback, proposals and more!

This isn’t just another webinar; it’s your **front-row seat to what’s next** in how accountants and bookkeepers run client meetings.

We’re pulling back the curtain on the future of **Vinyl**, the AI meeting assistant designed specifically for your firm. Think meeting agendas prepped in advance, notes & actions captured automatically, and all of your post-meeting tasks automated and ready to go in one click.

You walk into the meeting ready and walk out done.

Join us as we reveal:

*   **The behind-the-scenes story** of how Vinyl was built for accountants, by people who know your day-to-day challenges.
*   **A live, unfiltered demo** of Vinyl in action - see exactly how it handles real client meetings from start to finish.
*   **A preview of our roadmap** and what we're building in the next 6-12 months
*   Our **plans and billing** that will kick in from 18th August

Plus, lock in one of our **discounted Founding Member Plans** before billing kicks in on the 18th August.

If staying ahead matters to you, you won’t want to miss this.


Vinyl Launch: The Future of AI meeting assistants for accountants & bookkeepers

Manual meeting notes and missed follow-ups are now a thing of the past…

Discover how Vinyl’s AI meeting assistant can transform the way you manage client meetings. In this hands-on session, you’ll learn how to capture, organise, and act on meeting insights with ease — saving time while keeping your team aligned. We’ll also share the latest updates and a sneak peek at what’s next for Vinyl.

You’ll learn how to:

*   Automatically record meetings and generate AI-powered summaries, notes, and action items
*   Integrate with practice management tools and organise meetings by client
*   Set up team sharing and privacy permissions
*   Use Ask Vinyl to create follow-up emails and more from transcripts
*   Explore what’s new in the Vinyl platform and what’s coming soon

Join us to see how Vinyl can help you to walk into every meeting prepared and walk out done.
