Changelog

Synopsist now connects to HubSpot alongside Affinity, Wealthbox and Salesforce. Each meeting is written to the matching contact as a note, so what was discussed, decided and still open sits on the timeline your team already works from. Connecting is a sign-in — press Connect, choose your account, approve, and you are back here. There is nothing to install in your HubSpot portal and no administrator needed. Where a contact does not exist yet, Synopsist can create one, though that stays switched off until you turn it on. Matching is by exact email only, so a meeting is never filed against the wrong person.

Synopsist for Windows records a meeting on your own machine, for the conversations a calendar never sees — in person, over the phone, or on a platform Synopsist does not connect to. The recording produces the same branded summary as everything else, in the same place. You can download it from Desktop app in the sidebar. It is signed, so it installs without a security warning, and it keeps itself up to date. Recording is always something you start: Synopsist can tell that a meeting has begun, but it will not record a client conversation on its own. Telling clients they are being recorded remains your responsibility. Windows only for now.

Synopsist now connects to Salesforce alongside Affinity and Wealthbox. Each meeting is logged against the matching contact as a completed task, which is what appears on the contact's activity timeline — where an advisor actually looks for what happened with a client, rather than in a notes list most people never open. Where a contact does not exist yet, Synopsist can create one for you, though that stays switched off until you turn it on: creating records in your system of record is a bigger thing than adding to one. Two smaller fixes came with it. The CRM record now reads as plain text in CRMs that do not render formatting, instead of showing raw ## characters down the left of the page. And every mention of your CRM in the interface now uses its actual name and its own vocabulary — a task in Salesforce, a note in Affinity or Wealthbox — rather than describing Affinity's behaviour to everyone regardless of what they connected.

Synopsist now connects to Wealthbox as well as Affinity, and the CRM section has been rebuilt so it asks which CRM you use rather than assuming. Pick yours, paste an API key or access token, and every meeting is filed against the matching contact as a searchable record — written for your firm rather than your client. Where a CRM accepts attachments, your branded summary goes across with it; where it does not, Synopsist says so plainly instead of quietly dropping the file. Matching is still by exact email only, so a meeting is never filed against the wrong person. Anyone already connected to Affinity carries across untouched.

When you connect Google, Microsoft, Zoom, Webex or Affinity, Synopsist holds a token on your behalf so it can do the work you asked for. Those tokens — and the secret behind your two-factor codes — are now encrypted by Synopsist itself before they are stored, on top of the encryption our database provider already applies. The difference matters: database encryption protects the disk, not a query, so this is what stands between a mishandled backup and someone holding live keys to your calendar. Nothing changes for you, and your existing connections carried across untouched.

The Summaries page now has a date range alongside the platform filters, so you can narrow to the last week, month, quarter or year rather than scrolling. Summaries recorded with the Synopsist desktop app are also labelled “Recording” rather than being lumped in with manual uploads — recording a meeting and pasting a transcript are different things and now read as such.

A very short meeting could produce a document addressed to you rather than to your client — listing what the transcript lacked and offering to proceed differently. That is a chat reply, not a summary, and it had no business in something you might send on. Summaries are now written from whatever the recording contains, however little that is: a brief meeting gets a brief summary, which is the right answer and always better than a note explaining why one was not written.

You can now sign in with the Google or Microsoft account you already use for work, instead of another password to keep track of. It signs in the account you already have — Synopsist stays invitation-only, so these buttons never create one. If you have two-factor authentication switched on, you will still be asked for your code: proving you own a Google account is not the same as proving you hold the second factor you put on Synopsist, and we would rather ask than quietly weaken a setting you chose. Your password still works exactly as before.

Manual upload took plain .txt files only. It now takes Word documents, PDFs, Markdown and subtitle files as well — and, more usefully, it can work from rough notes rather than a full transcript. If you typed a few lines during a client meeting, that is enough. Synopsist recognises notes and treats them differently: it will not invent dialogue that was never recorded, will not attribute anything to your client that your notes do not, and will not inflate a one-line note into a paragraph. A short summary of short notes is the right answer. Scanned PDFs are the one exception — the words in those are stored as an image, and we will tell you rather than hand back an empty summary.

Until now, what we sent to your CRM was a copy of the executive summary — the document written for your client. That is the wrong artifact for a system of record: it is polished for someone outside the firm, and it deliberately leaves out your own read of the relationship. Every meeting now also produces a CRM record, written for the firm instead: terse, factually candid, and laid out under fixed headings — topics, durable client facts, concerns raised, decisions, action items by party, next step — so it can still be found by someone searching your CRM months later. That record is what goes across as the note; your branded summary still goes with it as the attachment. It is generated only for accounts with a CRM connected, never shown in the review flow, and you can read or rebuild it from any summary under 'View CRM record'.

Your dashboard now opens with the next few meetings on your connected calendar, and — where the person is one of your clients — a link straight to their brief, so you can read the history of a relationship in the minute before you walk into the call. Meetings are matched to clients by attendee email first, falling back to a client's name in the meeting title. Where neither identifies someone beyond doubt the meeting still appears, marked as unmatched, rather than guessing at the wrong person's history.

Until now every summary was written as though it were your first meeting with that person, even though Synopsist was already tracking their open threads. Summaries are now written with that history in view, so one can note that something agreed at a previous meeting is still outstanding — rather than describing this meeting in isolation. It only applies where the client is identified beyond doubt: if two of your clients share a name and there is no email to tell them apart, the summary is written without history rather than risk using the wrong person’s.

Your profession decides how the AI reads your meetings and which sections a new account starts with — but it could only be set by an administrator, so anyone signing up as a CPA or insurance agent was stuck with financial-advisor framing. You can now change it yourself under Settings → AI & Output. It saves immediately, leaves any sections you have already customised alone, and does not alter summaries already generated. Firm seats show the profession their firm has set.

Choosing Classic gave you a PDF with shaded section headings but a Word file in the older plain style — the two hadn’t matched since Classic was redesigned. Classic now has its own Word layout with the same shaded headings and accent rule as its PDF. Heritage keeps the original styling it always had, and Modern and Bold are unchanged. Prestige, Meridian and Clean still have no Word layout of their own and download in the Classic style, which the download button tells you.

The Word download was disabled for the Modern template even though it renders correctly — that was a mistake, and it now works. Classic, Modern, Bold and Heritage all produce a Word file matching their design. Prestige, Meridian and Clean have no Word layout of their own: the .docx still downloads, but the button now tells you it will use the Classic layout, and the PDF continues to match your selection exactly.

Synopsist's original document design is available again as a seventh template, alongside Classic, Modern, Bold, Prestige, Meridian and Clean. Heritage keeps the serif document, sets section headings in your own heading color rather than boxing them in a shaded band, puts the client's name beside the title in your accent color, and gives the recommendations more room. Pick it in Settings → Document Template, or per summary from the template list.

“Preview as sent” showed your summary as one continuous scroll inside a page-sized window, so the one thing you could never check was where the page breaks landed — a heading stranded at the bottom of a page, a recommendations list split across one. It now shows the actual PDF, with real pages, real breaks and the page numbers your client will see.

Synopsist previously identified clients by name alone, so two people called John Smith were filed into a single client record — one history, one set of open threads, both people mixed together. Meetings are now matched on the attendee's email address across every source: the notetaker, Zoom, Teams, and Webex. Where there's no email to go on — an uploaded transcript, a guest who joined without signing in, or a meeting with several attendees — the name is still used, so a new "different person" option on any summary lets you split it onto its own client record.

If the same meeting reached Synopsist twice — because you have two calendars connected, or because two events share one link, which is normal for a Zoom Personal Meeting ID or a standing meeting room — it was possible for two notetakers to join the same call. Synopsist now recognizes that they are the same meeting and sends one. Separate meetings that reuse the same link at different times still each get their own notetaker. The Integrations page also now explains that your calendar doesn't have to match your meeting platform: a Teams or Zoom link on a Google Calendar works fine.

Downloading a summary produced a document that didn't match what the preview showed — an older section-heading style, and always in Times New Roman regardless of the font set in Branding. The download was being built in your browser from a separate, outdated copy of the templates. It now comes from the same renderer as the preview and the emailed copy, so all three are identical, and your chosen font and colors are applied everywhere.

Disconnecting Google previously only removed Synopsist's copy of your credentials — the authorization itself stayed active on your Google account, so Synopsist remained listed under your Google account permissions and reconnecting reused the old authorization instead of asking fresh. Disconnecting now revokes the authorization with Google directly. If you have both Google Meet/Drive and Google Calendar connected, disconnecting one leaves the other working as before; the authorization is revoked once the last one is disconnected.

Under Settings → Branding, enter your firm's website and click Scan site. Synopsist reads your homepage and suggests your firm name and a closing paragraph written in your firm's voice, so a new account isn't starting from a blank page. Suggestions fill the form for you to review — nothing is saved until you click Save, and you can discard them entirely.

Synopsist previously sorted every meeting into financial-advisor sections — Retirement Planning, Estate Planning, and so on — no matter what kind of practice you run. CPAs and insurance agencies now get section defaults and AI framing built for their work: tax positions, filing deadlines, and entity structure for CPAs; coverage review, claims, beneficiaries, and renewals for insurance. Your profession is set on your account, and firms apply one profession across all their seats. Any sections you have customized yourself are untouched.

Synopsist now tracks topics across a client's entire relationship, not just one meeting at a time. A commitment made in January and never followed up shows as an open thread, and if something is waiting on another item, it says so — for example, a model update blocked until the client provides pension data. Threads appear on the client's page as their meetings are read, and you can mark one resolved or dismiss it. When Synopsist thinks a thread is finished it flags it as "looks resolved" and waits for you to confirm, rather than closing it on its own. The Client Brief is now written from these threads, so the two can't disagree.

Each client now has their own page: contact details you can edit, private notes, their full meeting history, and a Client Brief you can generate on demand that pulls together where things stand, what's still open, and what may be worth raising next time. The Clients list is now sortable and filterable with a "Needs follow-up" view, so it stays usable as your client list grows.

Editing a summary keeps the previous version instead of overwriting it, and deleting one moves it to a recoverable state rather than destroying it — so a summary deleted by mistake can be restored. Views, edits, downloads, and sends are recorded in an activity trail on the client's page, so a firm can show what happened to a client record and when.

A new Clients page in the sidebar lists everyone Synopsist has seen across your meetings, with their last contact date. Clients are created automatically as summaries generate — your existing summaries have already been organized into client records, and you can click any client to see just their meetings. Clients with open action items and no recent follow-up get flagged with a "Needs follow-up" badge, and you'll get a daily digest email listing them. You can set how long a client sits before being flagged in Settings.

Raw meeting transcripts were previously deleted 30 days after a summary was generated, with no way to change it. Transcripts are now kept indefinitely by default. If you'd prefer them purged on a schedule, you can set a retention window in Settings under Notifications.

The drag-and-drop custom template builder added too much complexity for what most people needed. Document Template now offers six built-in layouts — Classic, Modern, Bold, Prestige, Meridian, and Clean — chosen from Settings or per summary, with no editor to learn.

If your Zoom access token needed to refresh at the exact moment a meeting ended, the summary could fail with no notice at all — no email, no error, nothing in your account to show something went wrong. This edge case is now handled correctly, and any genuine Zoom connection failure is now flagged internally so it gets caught instead of going unnoticed.

The footer sat partway up the page on short summaries instead of at the bottom, and its page number was fixed text that always read "Page 1 of 1" no matter how long the document was. It now sits on the bottom of every page in both PDF and Word downloads, with genuine page numbering, and the two formats use the same layout: your firm name, your website, and the page count.

The Download PDF button produced a noticeably different document from the on-screen preview — a different header layout, section headings in the wrong color and style, and missing "Summary" and "Recommendations" labels that the preview and the emailed DOCX both had. All six built-in templates now render exactly as previewed. The paid-plan requirement on each meeting platform is also now shown only when it applies: it covers silent capture, which uses that platform's own cloud recording, while a notetaker works on any plan including free ones.

Turning a notetaker on applied right away, but turning it off waited for the next sync — so a notetaker could still join a meeting you had already switched back to Silent. It now stops as soon as you flip the toggle. Switching to Silent also no longer alters the record of past meetings that were already summarized. The toggle saves on click, and never affects your calendar connection.

If you turned Notetaker on for a platform before connecting a calendar, it used to wait on our once-a-day sync — up to 24 hours — before your first meeting would actually get a bot, even though the page showed everything as connected the whole time. Connecting a calendar now triggers an immediate check, so already-configured platforms start working right away no matter which order you set things up in.

The Meeting Platforms and calendar sections are now labeled "1. Choose Which Platforms Get a Notetaker" and "2. Connect a Calendar to Turn It On," so the dependency between them is stated outright: Notetaker mode only runs automatically once a calendar is connected, and the page now says so instead of leaving you to work it out from two separate sections.

The meeting-link box and Send Notetaker button under Integrations have been removed now that calendar-based scheduling can dispatch a notetaker automatically. If you turn on Notetaker for a platform but haven't connected a calendar yet, the toggle now tells you so directly instead of silently doing nothing.

The Template Designer now keeps up to five saved templates instead of one. A template bar across the top lets you open, rename, and delete them, and reopening a template loads it back into the editor so you can keep refining a design over time. Your templates appear under "Your Templates" when choosing a template for a summary, and in Settings you can set one as the default for automated summaries from Zoom, Teams, Webex, and Google Meet. Custom templates are PDF-only — automated DOCX output falls back to Classic, since Word can't render their layouts.

Choosing a template changed the on-screen preview but not the downloaded PDF — every PDF came out in the same Prestige-style layout regardless of what you picked. All six built-in templates now render properly in PDF, using your heading and accent colors from Settings.

Your Template Designer layout is stored on your account instead of only in your browser, so it survives a cache clear and follows you to any machine you sign in from. Two rendering bugs are fixed along the way: your firm name and meeting date now inherit their color from the template, so they're visible on light and blank layouts instead of rendering white-on-white, and client names containing an ampersand or angle bracket no longer break the document. The logo size you set by dragging its corner handle now carries through to the PDF as well.

Every block in the library now has an icon and sits in a two-column grid, with AI Content blocks tinted to separate them from layout blocks. Undo and Redo buttons were added to the toolbar. The canvas fills the editor properly — the dark strip that appeared below the page and along the bottom of the screen is gone, and the block panel no longer crowds its right edge.

A new Template Designer is available under Workspace in the sidebar. Drag layout blocks (text, headings, dividers, accent bars, shapes, 2-column sections, quote boxes) and AI Content blocks (Summary, Action Items, Firm Header, Client Name, Meeting Date, Footer) onto a Letter-sized canvas. Click any element to edit typography, background, spacing, and border in the Properties panel. Choose from four starting presets — Prestige, Classic, Modern, or Clean — and hit Save Template to use your custom layout for all future PDF downloads.

PDF downloads now use a headless Chromium rendering pipeline instead of client-side generation. Your saved template design — including custom fonts, gradients, shapes, and exact spacing — is faithfully reproduced in the downloaded PDF.

The Show/Hide Action Items toggle on the summary and results pages now instantly shows or hides the Action Items section inside the live rich-text editor, not just in exported files. The section is preserved in memory when hidden so toggling it back on restores all content.

You can now choose from six PDF templates when downloading a summary. Prestige features a full dark navy header band with a gold rule — ideal for a formal, high-end look. Meridian uses a teal sidebar strip with section accent bars for a modern, clean style. Clean keeps everything minimal with a bold charcoal top rule and maximum whitespace. All templates include your firm logo and generate Action Items tables at the end.

AI-generated summaries now end with a two-column Action Items table listing what the Advisor and Client each agreed to follow up on. The table appears in the preview, in downloaded PDFs and DOCX files, and in the Copy for CRM output.

A new Copy for CRM button strips markdown formatting from the summary before copying, so pasting into Wealthbox, Redtail, or any CRM text field produces clean readable text — no asterisks, hashes, or pipe characters.

The Tag icon in the admin panel now stays amber after applying special pricing to a user, so you can tell at a glance which accounts are on the $42.49/month rate.

Switched from the meetingTranscripts webhook (which only fires for cloud recordings, not AI Assistant transcripts) to the meetings.ended event with automatic polling. Summaries now generate automatically after every Webex meeting — no manual steps needed.

Plans have been updated to reflect the new pricing. Special offer pricing ($42.49/month) is available for early customers and can be applied by an admin.

Security now uses clean section rows (Password, 2FA, Connected Accounts, Danger Zone) with no card boxes. Billing shows your plan status in a compact, clean layout. Integrations keeps the platform cards but the Cloud Storage section is now a clean row list. All three match the Vercel-style pattern introduced to Settings.

Settings is now organized into four tabs (Profile, Branding, AI & Output, Notifications) with a Vercel-style row layout: label and description on the left, control on the right. No more scrolling past a wall of cards.

After uploading a transcript manually and viewing the result, the summary now shows up in the Recent Summaries list on the dashboard when you navigate back. Previously, summaries were only saved to your account if you had cloud storage configured or clicked Save Changes explicitly.

Every interior page (Integrations, Settings, Security, Summaries, Billing, Results, Firm, Admin, Docs, Support, Changelog) now uses the full available width. The Integrations page shows meeting-platform cards in a 2×2 grid with Cloud Storage full-width below. The Security page uses a two-column layout — credentials on the left, connected accounts and billing on the right.

The interior app now uses a warm cream light theme (matching the Mestor landing page) and a sidebar navigation in place of the top nav bar. The dashboard shows live stats (summaries this month, this week, all time), a combined manual/automated upload card, and a recent summaries list — all loaded from real data.

Synopsist now waits for Zoom's transcript-completed event instead of the recording-completed event, and falls back to fetching the transcript directly from Zoom's API if it's missing from the webhook payload. Fixes cases where summaries weren't generated because the transcript wasn't ready yet when the recording finished.

Added a standing instruction to every summary-generation prompt so that Social Security numbers, credit card numbers, and bank account or routing numbers are never included in an executive summary, even if a client mentions one during the meeting.

Users with a referral discount now see a skeleton placeholder where the price will appear while billing status loads, instead of the full price briefly showing before snapping to the discounted price.

After entering your MFA code and pressing Verify, the screen now shows a brief spinner while the dashboard loads instead of briefly reverting to the login form. The same fix applies to the 'Skip for now' button on the two-factor setup nudge screen.

Admin can flag any user for a 15% referral discount. That user then sees discounted prices ($25.49 / $42.49) on the pricing page with a 'referral discount applied' badge and a strikethrough on the original price. The discount is injected automatically into their Stripe checkout — first payment and every renewal.

The Save to Drive / Save to OneDrive button now saves to the cloud folder configured for the integration that generated the summary. A Zoom summary goes to your Zoom output folder, a Google Meet summary goes to your Meet folder, a manual upload goes to your manual folder — even if all three point to different folders or different providers.

Key events are now recorded to an audit log: logins (success and failure), MFA enable/disable, integration connections and disconnections, password changes, plan changes, and admin actions. Admins can view a user's full event history by clicking the clock icon in the admin table.

Each account is now limited to 2 simultaneous sessions. Logging in on a third device automatically revokes the oldest session. Sessions expire when you log out or after inactivity, protecting accounts shared across multiple devices.

Users on an active subscription can now switch between Manual and Automation plans directly from the Pricing page. Upgrades are prorated automatically — you only pay the difference. A Change Plan button on the Billing page links directly to the plan selector.

The Firm plan now appears on the Pricing page greyed out with a Coming Soon badge while we finalize multi-seat functionality. Existing features for firm owners (member management, team summaries) continue to work.

Firm owners can now view all summaries generated by their team members on the Firm page. Filter by individual member or view everything at once. Summaries open in a read-only modal without affecting member-facing data.

Users on the Manual plan who connected Google or Microsoft for cloud storage output now see 'Google Drive' and 'OneDrive' in the Security page rather than 'Google Meet' or 'Microsoft Teams', which only appear for Automation plan users.

The Firm link in the nav briefly disappeared and reappeared when navigating between pages because the billing status cache was missing the firmRole and plan fields. Fixed — the Firm link now remains stable across navigation.

Manual plan users can now connect Google Drive or OneDrive for cloud output from the Integrations page without first having a paid Automation plan. The OAuth flow is now accessible directly from the provider button.

Selecting the Modern or Bold template now affects the PDF download — section headings, divider lines, and layout all reflect the chosen style. Previously PDFs always rendered in Classic regardless of your selection.

The Modern and Bold templates now display labeled Summary and Recommendations sections in the preview and in downloaded DOCX files, matching the Classic template behavior.

When sending a summary to a client from the results page, the attached file is now a PDF rather than a Word document — consistent with what most clients expect to receive.

If your Google account connection expires or is revoked, a banner now appears on the Integrations page with a one-click Reconnect button so you know immediately and can restore automatic processing.

Summaries are now grouped by client name so all meetings for the same client appear together. Added a search bar to filter by client and platform filter chips (Zoom, Google Meet, Teams, Webex, Manual).

Connect and Enable buttons no longer briefly appear before the page knows your actual status. Pages now show a skeleton placeholder while loading and cache results within your session.

A new Docs tab in the nav covers all four integrations — Zoom, Google Meet, Microsoft Teams, and Webex — with step-by-step setup, usage, and troubleshooting guides. Includes a Getting Started section that walks new users through the recommended setup order.

New users now see a 3-step welcome modal on first login covering what Synopsist does, the two ways to get started, and a nudge to set up branding first. Accessible again at any time via the Getting Started Guide link on the dashboard.

Users can now enable TOTP-based two-factor authentication from the Security page using any authenticator app (Google Authenticator, Authy, 1Password, etc.). Includes single-use backup codes and an admin override for account recovery.

Synopsist now supports automatic transcript processing from Microsoft Teams (via Microsoft 365 OAuth) and Webex (via webhook). Connect either platform from the Integrations page.

Two new fonts — Merriweather (serif) and Lato (sans-serif) — are now available in Settings. Both render identically in PDF and DOCX using embedded TTF files. Georgia and Calibri were removed as they were silently substituted with different fonts.

A Regenerate button on the results page lets you get a fresh summary from Claude without leaving the page. A confirmation dialog prevents accidental regeneration, and an animated skeleton overlay shows while the new summary loads.

You can now edit the client name directly on the results page using the pencil icon. Changes update the email subject line and are saved to the summary record if the summary has already been saved.

Downloaded PDFs now include your website and firm name in the footer (matching the DOCX). Section headings (Summary and Recommendations) that were missing from the client-side PDF are now rendered correctly.

Admins can now enable or disable email notifications per user from the admin panel, and view MFA status for all users.

Synopsist now integrates with Zoom via webhook. When a Zoom meeting ends and transcription is enabled, the transcript is automatically retrieved and processed into an executive summary.

You can now add a custom closing page (e.g. 'Ways We Can Help You') in Settings. It appears as the final page of every PDF and DOCX you generate.

Connect your Google account and Synopsist will monitor your Meet Recordings folder in Drive, automatically processing new transcripts and Gemini-generated meeting notes.