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Using the Zeplyn Mobile Phone App

How users can utilize their phones for in-person note taking with the microphone function.

Tessa Erickson avatar
Written by Tessa Erickson
Updated over a month ago

🚀 Getting Started

  1. Download and install the Zeplyn app from the Apple App Store.

  2. Sign in with your Zeplyn account credentials (same account you use on desktop).

  3. You’ll land on the Record note tab by default.

📅 Managing Upcoming Meetings

  • In the Upcoming Meetings section you’ll see your scheduled sessions.

  • Tap a meeting to view details or to begin recording.

  • From here you can also create a new note for an unscheduled call if needed.

📝 Recording & Creating Notes

  1. Tap the Record Note tab from the bottom navigation.

  2. You’ll see the Create note screen:

    • Enter or confirm the meeting title (e.g., “Meeting with [Client Name]”).

    • Toggle Consent received once you’ve confirmed permission for recording.

    • Choose the Meeting Type (e.g., Client, Internal).

    • Add Attendees by selecting and tagging client names or other participants.

  3. With consent toggled on, recording controls become available:

    • Tap Start to begin the audio recording.
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    • During the call you can Pause/Resume, and Reset if you need to start over.
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  4. After finishing, tap Save to upload the audio for processing.

    • You’ll see a screen labelled “Uploading audio data. Please do not close the app.”

    • When upload is complete you’ll see a confirmation, with a link or prompt to go to the web dashboard.

🔍 Reviewing Your Notes & Recordings

  • After processing, the call notes will appear in the Hub under Past Meetings.

  • You’ll be able to view the transcript, summary, action items, etc.

    Note: For complete detail and editing capabilities you will use the web version; the mobile app is optimized for quick capture and upload.

✅ Tips & Best Practices

  • Avoid closing the app while upload is in progress.

  • After saving your note from mobile, you’ll find richer editing options on the desktop web app if you need to further refine summaries or action items.

  • Take client’s consent, check the Consent Received checkbox, and hit Start. The app will play an audio disclaimer “Note-taking started”.

  • Once the meeting ends, hit Save.

  • You can view the processed note in a few seconds on the Zeplyn Web app.

For additional questions, please reach out to support@zeplyn.ai.

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