> ## Documentation Index
> Fetch the complete documentation index at: https://docs.neoagent.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Plaud

> Log each meeting you record with Plaud in your PSA: an activity for whoever recorded it, and the summary as a note on the client's account

Plaud makes AI voice recorders, such as the NotePin, and the app that transcribes and summarises what they record. Connect your Plaud Team workspace once, and Neo agents can read your recordings and their summaries and act on them in your PSA.

## 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

Neo matches a recording to a client by the company name in the recording's title or summary, and only when exactly one company matches. Title your recordings with the client's name, for example "Contoso QBR", so each one lands on the right account.

## 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.

## Set up an agent

Most Plaud jobs run on a schedule, such as every hour:

1. [Connect Plaud](https://docs.neoagent.io/integrations/plaud/connecting-to-neo.md).
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.
```

The agent gets the **Read Only** profile in its Plaud block, and the ConnectWise permissions its job needs: Sales Activities and Companies at Read / Write, and System at Read Only to find the member. Each activity and note carries a line that names the recording, so a later run never logs the same recording twice.

See [Plaud API](https://docs.neoagent.io/agents/tools/sales/plaud-api.md) for the permission groups.

## Next steps

> [card] [Connect Plaud](https://docs.neoagent.io/integrations/plaud/connecting-to-neo.md)
>
> Make a key pair, get Enterprise API access from Plaud, and save the credentials in Neo.


This documentation is built and hosted on [Mintlify](https://mintlify.com), a developer documentation platform.