Meeting Assistant Guide

The Meeting Assistant automatically joins your calls, transcribes conversations, and generates summaries with action items.

How It Works

Automatic Join

Ping Assistant monitors your calendar and automatically joins scheduled meetings when they start.

Real-Time Transcription

As the meeting progresses, Ping transcribes the conversation and identifies key topics and participants.

Smart Summaries

After the meeting, Ping generates a summary including:

• Key discussion points

• Action items and next steps

• Important client details mentioned

• Follow-up questions

Using Meeting Summaries

Copy to TaxDome

Click the "Copy Summary" button to quickly paste meeting notes into TaxDome client records.

Add Participants

Make sure to tag participants during or after the call so Ping can associate the information with the right client profiles.

Edit and Annotate

You can edit any summary to add context or clarify details. Your edits help Ping learn your preferences.

Best Practices

• Review summaries within 24 hours while details are fresh

• Tag all client attendees for accurate tracking

• Add context notes for internal team members who weren't on the call