Ping is one of the meeting sources Filed connects to. Authorize Filed for one Ping workspace and Analyst can list its meetings, read a meeting's transcript speaker by speaker, read the summaries Ping has finished and list the action items Ping extracted, with their status and due dates.
The connection is read-only. Filed cannot start a recording, change a meeting or tick off an action item. Ping does not tell Filed which client a meeting belongs to, so name the meeting you mean by title, date or the client discussed and Analyst will find it.
Ping's API is in beta and Ping turns it on for each workspace. If your workspace is not enabled yet, ask Ping.
How it works
- Read meetings, transcripts and summaries
- List action items with status and due dates
- Find a meeting by title, date or client discussed
- Read-only, so nothing in Ping changes
Ask Filed, in your own words.
Starting points for this connection. Swap the bracketed details for your client and your dates.
What did we agree with the Okafors on our last call?
Pull the transcript of yesterday's planning call and list the tax positions we discussed.
What action items came out of the last meeting in Ping, and which are still open?
The questions firms ask us
You authorize Filed for one Ping workspace through Ping's own sign-in and consent page. Analyst can then read the meetings that account can reach in that workspace. To read another workspace, connect Ping again.
No. Every permission Filed asks for is read-only. Filed cannot start a recording, edit a meeting or close an action item.
A Ping login with access to the workspace, and API access turned on for that workspace. Ping's public API is in beta and Ping enables it one workspace at a time, so ask Ping if you have not been enabled yet.