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.