Using the Meetings Assistant

The Meetings tab is where Ping captures, organizes, and analyzes all of your client conversations. It helps ensure your client intelligence and client memory are as accurate and complete as possible by bringing every interaction into one place.

What you’ll see in the Meetings tab

When you click Meetings, you’ll see a list of:

• Upcoming meetings, pulled directly from your connected calendar.

• Past meetings, including recordings, transcripts, and analysis.

For in-person meetings or meetings without an online link, you’ll see them labeled as Offline.

How Ping captures client conversations

To build strong client context, Ping needs access to all your communications. There are multiple ways Ping captures this information.

Automatic capture

• Email is captured automatically once your email is connected.

• Calendar meetings are joined automatically when they’re scheduled on your calendar.

Manual capture options

If a meeting isn’t scheduled on your calendar, you can still capture it.

Follow these steps:

1. Click Join Meetings.

2. Select Meeting Platform and paste the meeting URL.

3. Start the meeting so Ping can join and take notes.

Phone calls

You can also record phone calls with clients.

Follow these steps:

1. Enter your phone number in the Phone Call option.

2. Ping will call you and announce that it is recording.

3. Merge your client into the call to record the full conversation.

Live audio from your computer

For in-person or informal conversations:

1. Click Live Audio.

2. Start recording through your computer.

3. Upload the recording and link it to a client afterward.

Upload external recordings

If you recorded a conversation on your phone or another platform, you can upload that file directly and attach it to the correct client.

Reviewing upcoming meetings

Upcoming meetings are pulled from your calendar. If a meeting is online and Ping is not automatically attending, you can manually toggle the note-taker on or off.

Offline meetings appear when there’s no virtual meeting link.

Reviewing past meetings

Click any past meeting to open the full meeting view.

Pre-reading and preparation

Before a meeting, you can:

• Add notes

• Create an agenda

This information can be referenced later in your meeting notes.

Meeting notes and analysis

After the meeting, Ping generates a detailed meeting analysis that:

• Breaks the transcript into useful categories

• Pulls out key topics and context

• Highlights important details specific to accountants

• Lists all questions and answers discussed during the meeting

This makes it easy to review what mattered most without rewatching the entire recording.

Asking questions with Ask Ping

One of the most powerful features is Ask Ping.

You can ask questions like:

• When did the client ask about a specific topic?

• What was said about a certain feature or concern?

Ping will:

• Find the relevant moment

• Show the exact timestamp

• Let you jump directly to that point in the recording

Follow-up emails and actions

From a meeting, Ping can:

• Draft follow-up emails

• Customize the message with the client’s name

• Open the draft directly in Gmail if you’re connected

You can edit, copy, or send the email right away.

On the right side of the meeting view, you’ll also see Action Items, which are tasks that need to be completed after the meeting. You can review, delete, or act on these to stay organized.

Sharing and searching meetings

Within a meeting, you can:

• Add participants

• Share the meeting with your organization

• Watch the full recording

• Search the transcript and jump to specific moments instantly

Accessing meetings from a client page

From any client page, you can:

1. Open the Meetings tab.

2. Select a meeting.

3. Click Meeting Page to jump to the full meeting view with all details.

Conversation insights

Ping also provides insights into your communication style, such as:

• Talk time versus listening time

• Emotional signals like gratitude, concern, or stability

• Timestamps for key moments so you can review them quickly

These insights help you improve how you communicate with clients over time.

Need help?

If you ever have questions about the Meetings tab or need assistance, feel free to reach out to the Ping team and they’ll be happy to help.