---
title: Zeplyn Preferences
description: Zeplyn Preferences allow you to tailor your experience to match your workflow.
---

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1. [Zeplyn Help Center](https://kb.zeplyn.ai/en-us/zeplyn-help-center?hsLang=en-us)
2. [Getting started](https://kb.zeplyn.ai/en-us/zeplyn-help-center/getting-started?hsLang=en-us)

# Zeplyn Preferences

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

### 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](mailto:support@zeplyn.ai).*

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