Documentation

New to Synopsist? Follow these steps in order before your first meeting. The most important thing to do first is set up your branding — every PDF and DOCX you generate will use it automatically.

Synopsist is a client record that maintains itself, built for financial advisors, CPAs, and insurance agencies. After a client meeting, Synopsist reads the transcript and generates a professionally formatted executive summary — ready to review, edit, and send as a branded PDF or DOCX.

Each summary is also filed against that client's record, so the value compounds over time. Every client gets their own page with contact details, private notes, their full meeting history, and open threads — topics tracked across meetings, so a commitment made months ago does not quietly disappear. You can generate a client brief before any meeting that pulls together where things stand and what is still unresolved.

Synopsist integrates with Zoom, Google Meet, Microsoft Teams, and Webex to automate this process, or you can upload transcripts manually from any source.

Generated summaries can optionally be saved automatically to Google Drive or Microsoft OneDrive — configured separately for each integration so you can route summaries from different platforms to different folders.

The Zoom integration automatically processes recording transcripts as soon as a Zoom meeting ends.

Once connected, Synopsist works automatically in the background:

• No summary received after a meeting — Make sure cloud recording and Audio transcript are both enabled under Settings → Recording.
• Zoom shows "Connected" but no summaries appear — Cloud recording requires a Zoom Pro, Business, or Enterprise plan. Free accounts do not support it.
• Authorization failed during setup — Make sure you are signing in with the Zoom account that hosts the meetings. Disconnect and reconnect from Integrations.
• Summary email not received — Check your spam folder. Add noreply@synopsist.ai to your contacts.

Still having issues? Contact our support team.

To revoke directly from Zoom: go to zoom.us → My Account → App Marketplace → Manage → Added Apps, find Synopsist, and click Remove.

The Google Meet integration uses the Google Workspace Events API with push notifications to detect when a meeting ends and automatically retrieve the transcript. This is a real-time connection — Synopsist is notified by Google the moment a meeting concludes, with no polling or file watching required.

To revoke directly from Google, go to myaccount.google.com/permissions, find Synopsist, and click Remove Access.

The Microsoft Teams integration uses your Microsoft 365 account to automatically retrieve transcripts after Teams meetings end.

To revoke directly from Microsoft, go to myaccount.microsoft.com → App permissions, find Synopsist, and click Remove these permissions.

The Webex integration uses a webhook to automatically receive transcripts when a Webex meeting ends and transcription is enabled.

To revoke directly from Webex, go to settings.webex.com → Integrations, find Synopsist, and click Revoke.

Microsoft requires a tenant-level setting before any application can collect Teams transcripts, and since July 2026 it is off by default. This is the most common reason Teams appears connected but no summaries arrive — and it affects tenants where Teams worked previously, because Microsoft changed the default rather than the rules.

There is no way for Synopsist to switch this on for you — Microsoft exposes it only through the Teams admin centre or a PowerShell cmdlet, not through any API. The fastest route is to send your administrator this one command:

Connect-MicrosoftTeams
Set-CsTeamsMeetingConfiguration -Identity Global -EnableGraphTranscriptAccess $true -EnableAttributedTranscripts $true

The Integrations page has a Copy instructions for your IT admin button that puts this, plus a short explanation, on your clipboard. Or do it by hand:

Every platform above can capture meetings one of two ways. You choose per platform, under Integrations.

• Silent(default) — Synopsist waits for the platform's own cloud recording and collects the transcript it produces. Nothing joins your call. This needs a paid tier on Zoom and Webex, since free plans do not produce cloud transcripts.
• Notetaker — a Synopsist notetaker joins the meeting as a participant and records it directly. This works on any plan, including free ones, and is the answer when your platform cannot produce a transcript itself.

Notetaker mode also needs a connected calendar, because that is how Synopsist knows a meeting is happening and when to send the notetaker. Without one, switching a platform to Notetaker saves the setting but nothing will ever be dispatched.

A meeting reaching Synopsist twice — because two calendars are connected, or because two events share one link, which is normal for a Zoom Personal Meeting ID or a standing meeting room — will still only ever get one notetaker. Separate meetings that reuse the same link at different times each get their own.

To stop using it, switch the platform back to Silent, or disconnect the calendar. Disconnecting cancels any notetakers already scheduled for future meetings and revokes Synopsist's access with your calendar provider.

You can upload a transcript from any meeting platform or source at any time:

Synopsist can automatically save a branded PDF and DOCX to Google Drive or Microsoft OneDrive every time a summary is generated. Cloud storage is configured per integration — you can send Zoom summaries to one folder and Google Meet summaries to a different one, for example.

Setting it up

How it works

• When a summary is generated, Synopsist uploads a branded PDF and DOCX to your selected folder.
• Files are named using the client name and meeting date (e.g. Smith Family — June 2025.pdf).
• Each integration can point to its own destination folder, or all can share the same one.
• For Manual Upload: the save happens automatically when the results page loads. A Save to Drive or Save to OneDrive button remains available on both the results page and the summary review page if you want to re-upload after making edits.

Customize how your summaries look under Settings:

• Firm name & logo — appears in the document header of every PDF and DOCX.
• Heading & accent colors — applied to section headings and accents throughout your documents.
• Document font — choose from five options:
  • Times New Roman — classic serif, default. Renders consistently in PDF, DOCX, and preview.
  • Georgia — elegant serif. Renders as Georgia in DOCX and preview; PDF output uses Times New Roman as the closest available match.
  • Merriweather — modern editorial serif.
  • Arial — clean sans-serif.
  • Lato — friendly rounded sans-serif.
• Document template — seven built-in layouts, applied to both PDF and DOCX:
  • Classic — logo left, document title right, separated by a rule.
  • Modern — large title, minimal furniture.
  • Bold — full-width header band in your accent color.
  • Prestige — dark header with a contrasting accent rule.
  • Meridian — vertical accent bar down the left edge.
  • Heritage — the original Synopsist design: serif throughout, section headings set in your heading color rather than boxed.
  • Clean — centered, minimal, with a thick top rule.
  Word has its own layouts for Classic, Modern, and Bold only. With any other template selected the PDF matches your choice exactly, and the .docx downloads in the Classic layout — the button tells you when that applies. You can switch template per summary without regenerating it.
• Summary sections — configure which sections appear (e.g. Retirement Planning, Tax Planning). Defaults follow your profession.
• Profession — financial advisor, CPA, or insurance. This changes both the default sections and how the AI frames a summary. Firms apply one profession across every seat.
• Scan site — enter your firm's website and Synopsist reads your homepage to suggest a firm name and a closing paragraph in your own voice. Suggestions fill the form for you to review; nothing saves until you click Save.
• Custom instructions — add firm-specific guidance for the AI (tone, priorities, disclaimers).
• Closing page — add a custom "Ways we can help" or contact page appended to every document.

Every summary is filed against a client record automatically — you never create one by hand. The Clients page lists everyone Synopsist has seen across your meetings, and each client has their own page with contact details, private notes, their full meeting history, open threads, and an on-demand brief.

• Open threads— topics Synopsist tracks across meetings rather than within one. A commitment made in January and never revisited stays open, and if something is waiting on another item, the thread says so. Mark one resolved or dismiss it at any time. When Synopsist believes a thread is finished it flags it as "looks resolved" and waits for you to confirm rather than closing it itself.
• Client brief — generated on demand before a meeting, pulling together where things stand, what is still open, and what may be worth raising. It is written from the open threads, so the two cannot disagree.
• Needs follow-up — a client with open action items and no recent contact is flagged. You will also get a daily digest email listing them. Set how long a client sits before being flagged under Settings.

• Transcript retention — raw meeting transcripts are kept indefinitely by default, so a summary can always be regenerated from its source. If you would rather they were purged on a schedule, set a retention window under Settings → Notifications. Summaries themselves are never purged by that setting.
• Two-factor authentication — enable it under Security. You will scan a QR code with an authenticator app and receive backup codes. Store those somewhere safe; they are the way back in if you lose the device.
• Tamper-evidence— editing a summary keeps the previous version rather than overwriting it, and deleting one moves it to a recoverable state rather than destroying it. Views, edits, downloads, and sends are recorded in an activity trail on the client's page.
• Disconnecting an integration— deletes the stored credentials and revokes Synopsist's authorization with that provider. For Google, if you have both Meet/Drive and Calendar connected, disconnecting one leaves the other working; the authorization is revoked once the last one is disconnected.

If you need help, visit our Support page to browse the FAQ or send us a message.

You can also email us directly at support@synopsist.ai.