Help with Rapportly
User guides
Explained step by step: from recording and conversation bundles to reports, quotes, client folders, integrations and the API. Search for a button name or question, or choose a section.
Sections
Getting started and finding your way
On Home, you choose what you want to create. At the bottom you find Home, My work, Clients and More. The purple record button always stays within reach at the bottom.
3 tasksRecording and uploading audio
You can record in person, capture an online meeting or upload an existing audio file. Tell participants before you start that you are recording.
5 tasksConversation bundle and client email
A conversation bundle combines short meeting notes, an internal email and a draft email to the client.
7 tasksReports
Rapportly creates a draft from text, recordings and files. You choose the writing rules and the layout separately.
7 tasksQuotes
The quote builder has three steps: provide information, review the proposal and view the quote. Work and prices always remain a deliberate check by the user.
6 tasksPowerPoint
A presentation can start from a report, conversation, notes or files. Your own presentation style or company styling determines the look.
5 tasksExcel
Excel can update an existing workbook or turn it into a reusable template. The original is kept as the starting point.
6 tasksMy work and searching
My work contains the documents you created and the material provided. The separate Library contains reusable sources and styles.
4 tasksClient folders and secure sharing
A client folder brings together contact details, reports and conversation bundles. Client access and releasing documents are separate choices.
8 tasksLibrary
The Library contains recordings, styles, reference documents, images, source profiles and Excel templates.
5 tasksStyles and examples
A style captures how you write. A style profile determines the document layout. The current and the new Styles version exist side by side.
10 tasksWorkflows
A workflow saves a fixed way of working. The workspace distinguishes Work processes, Saved workflows, Prepare, Preparation items, Selection guide and Document types.
8 tasksMy profile and account
My profile contains organisation details, output languages, connections, security and usage. Some options are only available to an administrator.
5 tasksEmail, calendar and Zapier
A mailbox connection can set up a draft. Sending directly after approval is available on a limited basis and requires a separate check for each email.
5 tasksDeveloper API
Connect your own software to Rapportly: keys, practising with fictional tasks, starting processes, webhooks and error codes.
2 tasksHelp and troubleshooting
Through Help you open these user guides. Search for a button name or question, or choose a section.
2 tasks