Meeting recording and transcription: Every meeting, transcribed and filed.
Record a meeting in the browser and emily transcribes it, generates organised notes and links it all to the right company, contact or deal in the CRM. If you use a Plaud, she reads those recordings too.
How it works
From recording to a CRM note.
- 01
Record in the browser
On the Recordings page, record a meeting or call. When you stop, emily transcribes it.
- 02
Saved automatically
The audio and transcript are kept together, ready to rename or review later.
- 03
Meeting notes
Ask for notes and emily produces a short, organised version of what was said.
- 04
Linked to the CRM
Attach the recording to a company, contact or deal — it shows up in that record's meetings section.
With Plaud
Your Plaud recordings, without hunting for files.
If your team records meetings on a Plaud, each person links their account and asks about their recordings by voice or WhatsApp: "sum up yesterday's meeting with Mariana".
Summing up a recording
Keep it for the whole team
A meeting's transcript or notes can go into the knowledge bank in one step, for anyone to find later.
FAQ
Frequently asked questions.
Recording happens in the browser, on the Recordings page — it isn't created from a call or a message. With a Plaud, emily reads what the Plaud recorded.
Yes. Each recording keeps the audio and the transcript together, and you can rename or delete it whenever you like.
Yes, Plaud Unlimited, the only plan that gives other apps access to recordings.
You might also like.
- PlaudYour Plaud recordings — transcripts and summaries — one question away.
- Knowledge bankPlaybooks, price lists and team notes — asked about in plain language.
- Voice CRMCompanies, contacts, deals, notes and tasks — updated by talking, on WhatsApp or in the browser.
- Voice visit reportsThirty seconds of talking in the car — and the visit report sits on the right customer, with the follow-up.
- For sales managersYour team's visits the same day, and sales by rep in one question.
- Browser voice and chatOn a laptop or tablet: tables, reports, photos and review — by voice or in writing.
Ready to get your team talking to the ERP?
Book a demo with your team, or leave your number and emily calls you now. No credit card for the initial evaluation.
Leave your number and emily phones you within minutes: a real conversation about your sales day.