Pushing Notes and Action Items to FYI

After your meeting, you can instantly push the recording and generated notes from Abacor into FYI. This makes it simple to share insights with your team, keep client timelines up to date, and centralize key discussions directly within your firm’s workflow.

Written By Delane Ly

Last updated 3 months ago

Step 1: Go to the Meeting Note

In Abacor, open the meeting note you want to push to FYI.

Step 2: Locate Push to FYI

In the right panel, click Push to FYI Docs, then fill out the details for what you'd like to send.

Step 3: Locate notes and tasks within FYI

  • Notes: Open the client profile and go to Documents > Editor (left side panel) to view the notes pushed from Abacor.

  • Tasks: Open the client profile and go to Tasks to view the tasks pushed from Abacor.

FAQ

How often does Abacor sync my information with FYI?
Abacor automatically syncs with FYI every hour to keep your notes, transcripts, and contacts up to date.

Can I see when my information was last synced?
Yes. To view the most recent sync time:

  1. Navigate to Settings > Integrations in Abacor.

  2. Select FYI.

  3. You’ll see details about the last successful sync and the next scheduled sync.

What if I need information synced immediately?
While automatic sync runs every hour, you can manually trigger a sync by selecting Sync Now in the FYIn integration panel.

What happens if a sync fails?
If a sync cannot complete, you’ll see an error message in the FYI.app integration settings. From there, you can retry the sync or re-authenticate your FYI connection.

Does Abacor sync both notes and contacts?
Yes. Abacor syncs your AI-generated notes, transcripts, and recordings to client timelines in FYI, as well as contacts and client groups to keep your client hub consistent.

Troubleshooting

  • Sync Option Not Visible
    Make sure you are in a meeting note. The sync option only appears in the post-meeting action bar. Refresh your page if it doesn’t display.

  • Unable to Log In to FYI
    Confirm you are using the correct FYI account credentials. If you’re logged into the wrong account, log out and reconnect.

  • Note Not Appearing in FYI
    Double-check that you selected the right destination. If the note still doesn’t show, try syncing again.

Still having trouble?
Email us at [email protected] with the meeting date and title so we can help.