video1.0<iframe src="https://www.loom.com/embed/d7a55a84795f49a6aea6e4b6311bf4be" frameborder="0" width="1920" height="1440" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14401920Loomhttps://www.loom.com14401920https://cdn.loom.com/sessions/thumbnails/d7a55a84795f49a6aea6e4b6311bf4be-b400b4a6061b7ff3.gif52.872This Loom explains how to sync action items and notes from Ping to Carbon in practice management. The presenter says you just hit Sync to Carbon, choose the appropriate client entities, and then confirms the sync is complete. They also mention you can turn on auto-sync in settings so meeting assistant notes automatically flow into the selected client. Finally, they describe syncing action items either in bulk or individually, with an example of bulk syncing two items into Double.