Plaud

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What Neo can do with Plaud

• Log each recorded meeting as an activity for the team member who recorded it, on the client’s company, with the summary in its notes
• Add each client meeting’s summary as a note on the client’s account
• Answer a technician’s question about a meeting, in Teams or the dashboard

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What you need

• A Plaud Team workspace. Neo reads Plaud through Plaud’s Enterprise API, which works on a Team workspace, not on a personal Plaud account.
• Enterprise API access for the workspace, which you request from Plaud. The Enterprise API is in private beta at Plaud, so Plaud turns it on per workspace.
• Each team member’s consent: Plaud asks each member in the Plaud app, the next time they open it, whether their own recordings can be read. Recordings saved as Team files can be read straight away.

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Set up an agent

1. Connect Plaud.
2. Ask Neo Support to set up the agent, for example:

Set up a scheduled agent that runs every hour, reads the Plaud recordings made since the last run, and for each one creates a ConnectWise activity on the client's company, assigned to the member who recorded it, with the Plaud summary in its notes, and adds the summary as a note on the client's company.

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Next steps