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Zeplyn Preferences

Zeplyn Preferences allow you to tailor your experience to match your workflow.

Andrew Anderson avatar
Written by Andrew Anderson
Updated today

General Settings

These settings control your default Zeplyn behavior:

  • Send a daily email with your tasks
    Enable this to receive a summary of your open tasks in your inbox every morning.

  • Language for speech recognition
    Set the primary language used to transcribe and analyze your meeting audio.

  • Default meeting type
    Choose which meeting type (e.g., Client, Internal, Discovery) should be selected automatically when creating a new note.


Email Configuration

Customize how notes are sent when you use the Email Notes button:

  • CC or BCC an email address
    Add a default CC or BCC address to every note you email to yourself. This is useful for sending a copy to an assistant, shared inbox, or CRM email capture address.


Notification Preferences

Control when and how you’re notified:

  • Email when notes are done processing
    Get notified when your meeting notes are ready for review.

  • Email when notes are synced to your CRM
    Receive confirmation when a note has successfully synced to Wealthbox, Redtail, Salesforce, or another connected CRM.


Calendar Preferences

Refine which meetings Zeplyn should or shouldn’t process:

  • Ignore meetings with specific keywords
    Add custom keywords (e.g., “Lunch,” “Personal,” “Out of Office”) and Zeplyn will automatically ignore any calendar events with those terms in the title.

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

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