Integrations
Ping

Ping

Connect Ping and Analyst can read your client meetings: the meeting list, transcripts, Ping's summaries and the action items it picks out.
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Ping records and summarizes your client meetings. Analyst reads them when you ask. Filed only reads from Ping and never changes anything there.
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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
  • In Filed, go to Plugins, open Ping and click Connect
  • Sign in to Ping, choose the workspace and approve read-only access
  • Ask Analyst about your meetings, transcripts, summaries and action items
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FAQ
Learn more at pingassistant.com
Your client meetings, one question away

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.
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The connection is read-only. Filed cannot start a recording, change a meeting or tick off an action item.
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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.

What this means for your team

  • Meetings, transcripts and summaries, read when you ask
  • Action items with their status and due dates
  • Read-only, with Ping as the system of record
  • Find a meeting by title, date or the client discussed
Best-in-class firms use Filed
AdamsBrown logoDWC CPAs and Advisors logoTax Time logoAlbert Tucker & Associates logoAgresta, Storms & O'Leary logoWestberg Eischens logoLong & Associates Public Accountants logoJMG CPAs logoKDA logoProctor, CPA, PC logoForesight Business Solutions logoDaniel W. Polachek, P.C. logoTax Sherpa logoJCG Tax logoHoff Financial Services logoTeel Accounting logoPoston Tax & Accounting logoAFS Financial Group logoPastor, Golbois, Ebert & Palladino logoSwamp Fox CPA logoCapstone CPA logoBrandywine Oak Private Wealth logoJ Allen & Associates logoEverest Financial Advisors logoAccounting & Advisory Services logoPapin CPA logoAffinity Tax Services logoJoseph Hawthorne CPA PC logoAvaii Wealth Management logoHansen Certified Public Accountants logoSwoop In Solutions logoDennis Duncan & Torchon logoXQ CPA logoButrica Ployd & Associates logoCore Capital Advisors logoKirschner Weeks CPAs and Advisors logoAlpine Mar CPAs & Advisors logoDentalCPA Services logo
FAQ

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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.