Turn Webex meetings into
executive summaries — automatically
Synopsist connects to your Webex account and generates a professionally formatted executive summary after every client meeting. Built for financial advisors.
No credit card required to start.
How it works
Once connected, Synopsist handles everything automatically.
Connect
Link your Webex account to Synopsist in one click from the Integrations page.
Meet
Run your client meetings as normal. No changes to your Webex workflow.
Review
Your executive summary is ready in minutes — download, edit, and send.
Step-by-step setup
Get connected in under two minutes.
Create your Synopsist account
Go to synopsist.pyfunctions.com and sign up for a free 14-day trial — no credit card required.
Open the Integrations page
After logging in, click Integrations in the top navigation bar of your dashboard.
Connect your Webex account
Find the Webex tile and click Connect Webex. You will be redirected to Cisco's authorization page.
Authorize the integration
Sign in with your Webex account and click Allow to grant Synopsist access to your meeting recordings. You will be redirected back automatically.
You're connected
The Webex tile will show a Connected status. From this point on, every Webex meeting you host will be automatically processed and a summary will appear in your Synopsist dashboard when it is ready.
What you get
Auto-process Webex recordings
Summaries start generating as soon as your meeting ends — no manual steps.
Professional DOCX & PDF output
Download polished executive summaries formatted for client delivery.
Email notification when ready
Get an email the moment your summary is ready to review.
Custom branding
Add your logo and colors so every summary looks like it came from your firm.
Pricing
Manual
Upload transcripts yourself
- Unlimited executive summaries
- Custom branding
- DOCX & PDF export
- Email summaries to clients
Automation
Fully automated with Webex
- Everything in Manual
- Zoom, Google Meet, Teams & Webex integrations
- Auto-process recordings automatically
- Email notification when ready
- Zero manual uploads needed
14-day free trial — no credit card required.
Ready to get started?
Sign up in seconds. Your first summary is minutes away.
Questions? hello@pyfunctions.com