Documentation
How to set up and use Synopsist with all supported meeting platforms.
Getting Started
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.
1
Set up your branding in Settings. Go to Settings and fill in your firm name, logo, heading color, accent color, website, and font. Also add a closing page if you have one (e.g. "Ways We Can Help You"). Do this before generating any summaries so your branding is applied from day one.
2
Configure your summary sections. Still in Settings, scroll to Summary Sections and select the topics that are relevant to your clients — Retirement Planning, Tax Planning, Estate Planning, etc. These tell the AI what to look for and structure in each summary.
3
Connect your meeting platform. Go to Integrations and connect Zoom, Google Meet, Microsoft Teams, or Webex. Once connected, summaries are generated automatically after every meeting — no extra steps required.
4
Optionally configure cloud storage output. On the Integrations page, each connected platform has a Cloud Storage Output section where you can choose a Google Drive or OneDrive folder. When a summary is generated, it is automatically uploaded there as a branded PDF and DOCX.
5
Or upload a transcript manually. If you prefer, you can skip integrations entirely and upload a .txt transcript file directly from the Dashboard at any time. If you have configured cloud storage for manual uploads, the summary is saved to your folder automatically.
6
Review, edit, and send. After a summary is generated you will receive an email with a link. Open it to review and edit the summary, then download the branded PDF or DOCX — or send it straight to your client from Synopsist.
Settings first, integrations second. If you connect an integration before setting up your branding, your first few summaries will use default formatting. You can always regenerate a summary after updating your settings.
Overview
Synopsist is an AI-powered executive summary tool built for financial advisors. After a client meeting, Synopsist reads the meeting transcript and generates a professionally formatted executive summary — ready to review, edit, and send as a branded PDF or DOCX.
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.
Adding the Zoom Integration
The Zoom integration automatically processes recording transcripts as soon as a Zoom meeting ends.
1
Log in to your Synopsist account and click Integrations in the navigation bar.
2
Under Zoom, click Connect Zoom.
3
Sign in with your Zoom account and click Allow to grant Synopsist access to your recordings.
4
The Zoom tile will show a green Connected status when complete.
Synopsist requests read-only access to your Zoom cloud recordings and transcripts. We do not access your Zoom contacts, messages, or account settings.
Using the Zoom Integration
Once connected, Synopsist works automatically in the background:
1
Host a Zoom meeting with cloud recording and transcription enabled in your Zoom account settings.
2
End the meeting. Zoom processes and uploads the transcript to the cloud (typically within a few minutes).
3
Synopsist receives a webhook notification and automatically retrieves the transcript.
4
An executive summary is generated and emailed to you with PDF and DOCX attachments.
5
If you have configured a Cloud Storage Output folder for Zoom, the branded PDF and DOCX are also uploaded there automatically.
Enabling transcription in Zoom: Go to Settings → Recording → Cloud Recording and enable Audio transcript. Without this, Synopsist will not receive a transcript to process.
Zoom Troubleshooting
- 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.pyfunctions.com to your contacts.
Still having issues? Contact our support team.
Removing the Zoom Integration
1
Go to Integrations in the navigation bar.
2
Under Zoom, click Disconnect.
3
Synopsist will immediately delete your Zoom OAuth tokens. No further meeting data will be accessed.
To revoke directly from Zoom: go to zoom.us → My Account → App Marketplace → Manage → Added Apps, find Synopsist, and click Remove.
Removing the integration does not delete summaries already generated.
Adding the Google Meet Integration
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.
1
Go to Integrations in the navigation bar.
2
Under Google Meet, click Connect Google Meet.
3
Sign in with your Google Workspace account and grant Synopsist the requested permissions (Google Meet Activity and Google Drive read access).
4
The Google Meet tile will show a green Connected status when complete.
Google Workspace Business Standard or higher is required. The Workspace Events API used by Synopsist is not available on personal Gmail accounts, Google Workspace Essentials Starter, or Business Starter plans. You need at minimum a Business Standard subscription to use the Google Meet integration.
Using the Google Meet Integration
1
Host a Google Meet with transcription enabled in your Google Meet settings (or Gemini AI notes if available on your plan).
2
End the meeting. Google processes the transcript and saves it to your Drive.
3
Synopsist receives a real-time push notification from Google and automatically retrieves and processes the transcript.
4
An executive summary is generated and emailed to you with PDF and DOCX attachments.
5
If you have configured a Cloud Storage Output folder for Google Meet, the branded documents are also saved there automatically.
Enabling transcription in Google Meet: In Google Meet settings, go to Transcripts and turn on Automatically start transcripts. This setting is available on Business Standard and higher plans. Your Google Workspace admin may need to enable it organization-wide first.
Removing the Google Meet Integration
1
Go to Integrations and click Disconnect under Google Meet.
2
Your OAuth tokens are deleted immediately, the Workspace Events subscription is cancelled, and push notifications stop.
To revoke directly from Google, go to myaccount.google.com/permissions, find Synopsist, and click Remove Access.
Adding the Microsoft Teams Integration
The Microsoft Teams integration uses your Microsoft 365 account to automatically retrieve transcripts after Teams meetings end.
1
Go to Integrations in the navigation bar.
2
Under Microsoft Teams, click Connect Microsoft Teams.
3
Sign in with your Microsoft 365 account and grant Synopsist the requested permissions.
4
The Teams tile will show a green Connected status when complete.
Synopsist requires a Microsoft 365 account with meeting transcription enabled. Personal Microsoft accounts are not supported.
Using the Microsoft Teams Integration
1
Host a Microsoft Teams meeting with transcription enabled. To enable it, click the three-dot menu during a meeting and select Start transcription.
2
End the meeting. Teams saves the transcript to your account automatically.
3
Synopsist retrieves the transcript and generates an executive summary.
4
You receive an email with the summary and PDF/DOCX attachments.
5
If you have configured a Cloud Storage Output folder for Teams, the branded documents are also saved there automatically.
Transcription must be started manually in each Teams meeting unless your IT admin has enabled automatic transcription for your organization.
Removing the Microsoft Teams Integration
1
Go to Integrations and click Disconnect under Microsoft Teams.
2
Your Microsoft OAuth tokens are deleted immediately.
To revoke directly from Microsoft, go to myaccount.microsoft.com → App permissions, find Synopsist, and click Remove these permissions.
Adding the Webex Integration
The Webex integration uses a webhook to automatically receive transcripts when a Webex meeting ends and transcription is enabled.
1
Go to Integrations in the navigation bar.
2
Under Webex, click Connect Webex.
3
Sign in with your Webex account and authorize Synopsist.
4
The Webex tile will show a green Connected status when complete.
Webex transcription requires a paid Webex plan (Webex Meetings or Webex Suite). Free accounts do not support cloud recording or transcription.
Using the Webex Integration
1
Host a Webex meeting with cloud recording and transcription enabled in your Webex site settings.
2
End the meeting. Webex processes and uploads the transcript (typically within a few minutes).
3
Synopsist receives the transcript via webhook and generates an executive summary.
4
You receive an email with the summary and PDF/DOCX attachments.
5
If you have configured a Cloud Storage Output folder for Webex, the branded documents are also saved there automatically.
Enabling transcription in Webex: In your Webex site settings, go to Recording and ensure Audio Transcript is enabled. Your Webex admin may need to enable this for your organization.
Removing the Webex Integration
1
Go to Integrations and click Disconnect under Webex.
2
Your Webex tokens are deleted immediately and the webhook is removed.
To revoke directly from Webex, go to settings.webex.com → Integrations, find Synopsist, and click Revoke.
Manual Transcript Upload
You can upload a transcript from any meeting platform or source at any time:
1
From the Dashboard, click Manual Upload.
2
Select a plain text .txt transcript file from your computer.
3
Optionally enter the client name.
4
Click Generate Summary. The summary is processed and displayed on screen, and emailed to you.
5
If you have Cloud Storage Output configured for Manual Upload, the summary is automatically saved to your designated Google Drive or OneDrive folder when the results page loads — no extra clicks needed.
Re-uploading after edits: If you edit the summary after the initial auto-save, a Save to Drive or Save to OneDrive button is available on the results and summary review pages so you can push the updated version to cloud storage at any time.
Cloud Storage Output
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
1
Go to Integrations in the navigation bar.
2
Connect the meeting platform you want to configure (Zoom, Google Meet, Teams, Webex, or Manual Upload).
3
Under that platform's card, find the Cloud Storage Output section.
4
Choose Google Drive or OneDrive as the destination. If you have not already connected that storage provider, you will be prompted to do so.
5
Select or browse to the destination folder and click Save.
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.
Storage permissions: Google Drive output uses the Google account connected under Google Meet (it must have write access to the destination folder). OneDrive output uses the Microsoft account connected under Microsoft Teams.
Settings & Branding
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.
- Default template — Classic, Modern, or Bold layout for your DOCX output.
- Summary sections — configure which sections appear (e.g. Retirement Planning, Tax Planning).
- 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.
Reviewing & Sending Summaries
1
Open a summary from the Summaries page or the email link you received.
2
Review and edit the summary text directly in the editor.
3
Click Download PDF or Download DOCX to save the branded document to your computer.
4
Click Save to Drive or Save to OneDrive (if cloud storage is configured) to push an updated copy to your cloud folder after edits.
5
Click Send to Client to email the summary directly to your client.
Support
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.pyfunctions.com.