After a meeting ends, Ping needs usable meeting content before it can create notes, summaries, action items, and follow-up signals.
What Ping needs first
Ping needs a recording or transcript before it can create useful notes. If the notetaker could not join, the recording was stopped, or an imported file does not include usable audio or transcript data, notes may not appear.
What Ping works on after the meeting
After Ping has the meeting content, it will:
- Save the recording and transcript.
- Create meeting notes and a summary.
- Look for clear action items.
- Match participants to clients and contacts when possible.
- Apply meeting tags when the participants make the meeting type clear.
- Run follow-up features you have enabled, such as syncing notes to integrated systems or checking for revenue opportunities.
Why it can take a little time
Most meetings process shortly after they end. Longer recordings, imported meeting history, provider delays, or a large backlog can take longer.
What you can edit later
You can still clean up the meeting after Ping processes it. Common edits include the title, participants, speaker names, tags, notes, client links, and sharing settings. We recently introduced a meeting trim feature that lets you clip the beginning and/or end of a meeting if there is pre- or post-meeting chatter that is not useful in the summary.
What Ping will not know automatically
Ping may not know the right client if participants are missing or their email addresses are not connected to a client contact. It may not know speaker names if the source transcript did not identify them. It also will not create action item due dates automatically.
If something looks wrong
Start by checking whether the meeting has a recording or transcript, whether the participants are correct, and whether the notetaker was allowed into the call. If Ping never recorded the meeting, the notes cannot be created from that meeting content.