Plaud integration · meeting recordings: The meetings you recorded, working for you.
If you record meetings with a Plaud, emily reads the recordings for you: she finds the right meeting, sums up the decisions and puts what matters into the CRM — by voice, WhatsApp or chat.
Available
What you can ask
"Sum up yesterday's meeting with Mariana."
emily finds the recording in your Plaud, reads the transcript and summary and answers in seconds — no hunting for files, no listening again.
- List your recent recordings
- Read a meeting's full transcript
- Sum up decisions and next steps
- Turn the summary into a CRM note, on the right customer
emily
0:17
- RepSum up yesterday's meeting with Mariana.
- emilyThree decisions, two next steps. She wants the lease draft by Friday. Shall I save it as a CRM note?
Summing up a recording
Connection
Each person links their own Plaud.
- 01
In Settings → Profile → Connected accounts
Each rep authorises their own Plaud account. One person's recordings never show up for another.
- 02
Ask about your recordings
On a call, on WhatsApp or in the browser.
Requires Plaud's Unlimited plan
Access to recordings from other apps only exists on Plaud's Unlimited plan. On other plans, the connection isn't available.
FAQ
Frequently asked questions.
Yes. The connection needs the Plaud Unlimited plan, because it's the only one that gives other apps access to recordings.
No. Each person links their own Plaud account, and emily only reads the recordings of whoever is asking.
With Plaud, no: emily reads what your Plaud has already recorded. If you want to record in the browser, emily also has her own recordings page, with transcripts.
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- Knowledge bankPlaybooks, price lists and team notes — asked about in plain language.
- WhatsAppCalls, voice notes, messages and photos — on the channel your team already uses.
- Microsoft OutlookOutlook and Microsoft 365 calendar and email, by voice, with approval before anything is sent.
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.
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