Get to Know Your Meeting Assistant

Ping’s Meeting Assistant is your firm’s built-in note taker. It automatically joins your virtual meetings (like Google Meet, Zoom, or Teams) and captures everything that’s said, turning the conversation into clear, structured notes tailored for accountants and advisors.

How It Works

When your calendar is connected, Ping’s Meeting Assistant automatically detects upcoming client meetings and joins them as a silent participant. During the call, it records and transcribes the discussion in real time, then summarizes the key takeaways using accounting-friendly formatting.

You can also record in-person meetings or phone calls directly through Ping, ensuring every type of client interaction is documented in your firm’s Client Memory.

After the Meeting

Once the meeting ends, Ping instantly generates:

• AI-formatted meeting notes (ready to share or edit)

• Extracted action items assigned to people or clients

• Full searchable transcripts, so you can query what was said later

Everything is automatically linked to the right client record, alongside related emails and past meetings.

With the Meeting Assistant, your firm never has to worry about missed notes or forgotten follow-ups — every conversation becomes searchable knowledge your entire team can rely on.