Plaud Release Notes

Ask Plaud: Chat and Work

Ask Plaud gets Chat and Work: two ways to get help from your recordings and knowledge base. Chat is for questions. Work is for getting things done.

Use Chat when you want an answer. Ask what was decided in last Tuesday's meeting, who owns an action item, or what your team discussed last month. You ask, Chat answers. You stay in the conversation the whole time.

Use Work when you want something done. Describe what you need: a follow-up email drafted, a summary posted to Slack, a brief ready before Monday. Plaud Agent takes it from there and hands you back the result.

• Your goal: Get an answer | Get something done
• The task: A question about your recordings | Multi-step: write, schedule, send, generate
• Your role: In the conversation throughout | Describe it once, review what comes back
• The output: An answer to read or act on | A finished file or a completed action
• Cost: Free | Uses Plaud Credits

What Chat does

Chat draws on your recordings, knowledge base, and memory to answer you directly. Reference a recording or an image, ask your question, and it gives you accurate replies. Connect Google Calendar and Chat can check your schedule too. It does not write files, trigger automations, or send anything on your behalf.

What Work adds

Work lets Plaud Agent act, not just respond. Your Skills define how tasks should run. Routines handle recurring work on a schedule. Artifacts turn conversations into real documents: PDFs, slide decks, Word files, ready to share. Connectors send the output straight to Slack, Notion, Linear, and more.

How it works in practice

Every new Ask Plaud conversation starts with a choice: Chat or Work. Pick one before your first message, and it stays for that conversation. If Chat cannot handle what you asked, it tells you and points you to Work.

Chat is the default. After your first conversation, Ask Plaud remembers which one you used last on Plaud mobile app, web, and desktop.

What are Plaud Credits?

Plaud Credits let you put Plaud Agent to work. Each time Plaud Agent takes action on your behalf: creating an Artifact, running a Routine, sending finished work to your connected tools. Credits are what you spend to do it. The amount used varies depending on the complexity of the task.
Your core Plaud workflow stays exactly as it is. Transcription and default summaries don't use Credits. Plaud Credits apply only when Plaud Agent is doing the heavy lifting for you.

Your free Credits

On launch day, every existing user receives a one-time grant of Plaud Credits: a gift to explore everything Plaud Agent can do.
To claim your Credits, just update to the latest Plaud mobile app version when it launches. No redemption code needed. Your Credits are valid for three months from the grant date. If you need more, top-up packs are available in the Plaud mobile app.

The preview period

The preview period starts on October 13 through December 31, giving you time to explore Plaud Intelligence with your free Credit grant. Build a Skill, set up a Routine, let Plaud Agent turn a meeting into a finished document. See what fits how you work, with no additional plan required.
If you use through your grant and want more, top-up packs are available in the Plaud mobile app.

What this means for you

What's new is Plaud Agent, and now you have Credits to use it. This is our way of making sure every Plaud user gets to experience what Plaud Intelligence can do, from the moment it launches.

Frequently asked questions

What exactly uses Plaud Credits?

Credits are spent when Plaud Agent takes action on your behalf: creating an Artifact, running a Routine, or delivering finished work to a connected tool. Transcription and standard AI summaries don't use Credits. Credits apply only to the agentic work, where Plaud Agent is doing the heavy lifting for you.

What happens if I run out of Credits?

Your core Plaud features continue working normally. Transcription and standard AI summaries are not affected. Plaud Agent-powered features, including creating Artifacts, running Routines, and using Connectors, will pause until you top up. You can purchase additional Credits in the Plaud mobile app.

I am on an Unlimited plan. What changes for me?

Transcription remains unlimited. Plaud Credits are a new addition that applies specifically to Plaud Agent features, which are entirely new with this release. Your preview Credit grant at launch lets you explore everything Plaud Agent. If you need more Plaud Credits, top-up packs are available in the app.

How long are my free Credits valid?

The Credits granted at launch are valid for three months from the grant date. The preview period runs through December 31, giving you time to explore every Plaud Agent feature before deciding how you want to use it going forward.

How do I claim my free Credits?

Update to the latest Plaud mobile app version when it launches. Plaud Credits are applied to your account automatically.

How do I track how many Credits I have used?

Your Credit balance and usage history are visible in the Plaud mobile app and on the Plaud web dashboard. You can check your remaining Credits at any time from your account settings.

Can I buy more Credits during the preview period?

Yes. If you use through your free grant and want to keep using Agent features, top-up packs are available in the Plaud mobile app.

What's new for Plaud Team

The new Plaud Intelligence is the most powerful version yet. For the first time, Plaud can go beyond capturing your conversations and complete the work for your team.

Plaud Agent

Every Member can now give Plaud Agent a task. It can draw on your Team workspace's shared meeting context, produces a finished output, and delivers it where it needs to go.

Members can ask it to:

• Draft follow-up emails from a call
• Share to-dos with teammates
• Create documents in the tools your team already uses

Connectors

Plaud Agent works with the tools your team already uses. Connectors available at launch include Slack, Gmail, Google Docs, Google Calendar, Outlook, Notion, Linear, and Zapier. Additional Microsoft 365 integrations are coming soon, and a Salesforce connector for syncing notes from Plaud is on the roadmap.

Team Skills (coming in a follow-up update)

Skills are custom instructions for your Plaud Agent so that you get consistent output every time. Instead of typing out the same instructions to Plaud Agent every time, just call on the skill and Plaud Agent executes based on the embedded instructions automatically.

Team Skills extend this to the whole workspace. They are not part of the initial release. When they arrive, an Admin or Member will be able to define a Skill once, and every Member in the workspace will be able to apply it with their own conversations.

What stays the same

Your plan and pricing do not change. Transcription and the default AI summary for each recording remain unlimited, exactly as they are today.

All existing recordings and notes carry over. There is nothing to migrate and nothing to set up again.

Plaud Credits in your team workspace

Plaud Intelligence adds a second balance to your workspace alongside transcription minutes.

Transcription minutes cover everything your plan has always covered: first-time transcription in 112+ languages, speaker labels, the default AI summary, and automatic action items.

Plaud Credits are used when Plaud Agent does work: generating a document, taking action in a connected tool, or answering questions about your meeting context.

Transcription, re-transcription, and the default AI summary for each recording do not use Plaud Credits. Those stay unlimited on Plaud Team, exactly as they are today.

The launch gift

Every occupied seat in your Team workspace receives a one-time gift of Plaud Credits when the update arrives.

Plaud Credits on an unoccupied seat become available once a Member joins and takes that seat.

The free launch grant does not renew monthly. For full details on expiry, what happens when Credits run out, and how to buy more, visit the Plaud Credits page.

Admin visibility and top-ups

After your team updates, your billing dashboard shows Plaud Credits usage across the workspace. If a Member runs out, they are not automatically charged. Top-up packs remain valid for one year.

Before you update

1. Get familiar with Plaud Credits

   Read through this guide and the Plaud Credits page before Members start asking questions. The key points: Credits are separate from transcription minutes, every occupied seat gets a one-time launch gift, and you can monitor usage in your billing dashboard.

2. Tell your Members what is changing

   Let them know when to expect the update. The main things to communicate: Plaud Agent is now available, a new Credits balance has been added, and their recordings and data are all intact.

3. Update together as a team

   While some Members are on the new version and others are not, shared Team files and shared links may not work as expected. Pick a short window and ask your whole team to update at the same time.

4. The update is one-way

   Once a Member updates their Plaud Mobile App, their account moves to the new version. There is no option to revert.

After the update

Members will see a refreshed workspace layout: a new file system, Plaud Agent chat, and a calendar-first view. The one Team-specific change is that Team files now sit under Library, below My files.

Your billing dashboard will show a Plaud Credits section alongside your existing usage data. You can see each Member's usage and purchase top-up Credits from there.

FAQ: Plaud Team

Can we go back to the previous version after upgrading?

No. The upgrade is one-way.

What happens if only some of my team updates?

Everyone can keep working, but shared Team files and shared links may not behave as expected until every Member has updated. Updating together avoids this.

Does our billing change when we update?

Your plan and subscription price do not change. The update adds a separate Plaud Credits balance. Your transcription allowance, plan renewals, and any redemption codes all continue as before. For full details, see the Plaud Credits page.

I am part of more than one Team workspace. How does this affect me?

The update happens at the account level. Once you update your Plaud Mobile App, every workspace under your account moves to the new version together.

I only use Plaud Web or Plaud Desktop. How do I get the update?

The update starts from the Plaud Mobile App. Once your account is updated there, Plaud Web updates automatically and Plaud Desktop will prompt you to update.

The best professionals build processes that work for them. Plaud Intelligence now does the same: learn how you work, and run that process automatically for you. That's what Skills and Routines are built for.

Routines: automation that runs on conditions you set

Routines are how Plaud acts on your behalf, automatically. You set them up once by telling Plaud Agent what you need in plain language, and they trigger on conditions, not just schedules.

A few examples of what that looks like in practice:

• Every day at 8:30am, check my calendar and summarize what I'm meeting about and what I need to prepare.
• Every time a recording finishes, use my Skill to organize the notes and file the key takeaways.
• Every Monday at 9:00am, collect the latest updates on finance industry and send me a briefing.

Plaud Agent sets it up for you. After that, it runs on its own.

Skills: custom instructions that make every output tailored to you

Summary templates have always let you structure your summaries consistently. Skills take that further. A Skill doesn't just define a format. It defines the entire task: the structure, the tone, the output type, the level of detail, and the logic Plaud Agent uses to complete it.

That means Skills handle far more than summaries. A Skill can turn a meeting recording into a finished report, flag risks in a legal contract, or complete a market research brief. Build it once, and Plaud Agent applies it every time.

If you want your client debrief to sound a specific way, include specific sections in a specific order, and land in a specific format, a Skill captures all of that.

Getting started with Skills

Plaud comes with a library of ready-to-use Skills built for common roles and tasks, so you can get started right away. You can also create your own by telling Plaud Agent what you need, or upload a template you already use.

What this means for you

Consultants: Every client call ends with a finished debrief in your format, generated automatically and ready to send. Your output is consistent whether you have five minutes or fifty after a call.

Ops professionals and founders: Weekly standups, team digests, and project updates can all run on Routines. The reporting happens without anyone driving it.

Legal professionals: Deposition summaries, client update memos, and matter logs can be configured once as Skills and triggered automatically when a recording in the right folder finishes.

Plaud Team: Share Skills and Routines across your organization, so your whole team works from the same playbook without anyone setting it up twice.

Frequently asked questions

What happened to AutoFlow? Are my automations gone?

AutoFlow has evolved into Routines, which is more powerful and more flexible. Routines trigger on conditions you describe in plain language, not just fixed schedules. Your previous AutoFlow automations do not carry over automatically, but recreating them as Routines takes only a few minutes and gives you significantly more control over how and when they run.

What is the difference between Summary Templates and Skills?

Summary Templates define the structure and sections of your AI summaries and remain exactly as they are. Skills go further. A Skill defines the entire task: the structure, tone, output type, level of detail, and the logic Plaud Agent uses to complete it. Skills work alongside your existing Summary Templates, not in place of them.

Will my existing Summary Templates still work after updating?

Yes. Your Summary Templates are not affected by this update. They continue to work exactly as they always have. Skills are a new addition, not a replacement.

Where do I find Routines in the app?

Routines are accessible from the Plaud Agent tab. You can also ask Plaud Agent to set up a Routine for you by describing what you want to automate in plain language. Agent handles the setup from there.

Does running Skills and Routines cost anything?

Running a Skill and Routine involves Plaud Agent taking action on your behalf, hence will consume Plaud Credits.

Can I share Skills with my team?

Yes. Plaud Team customers can share Skills across the organization. Your whole team works from the same playbook without each person having to configure it individually.

Plaud has always evolved with how you work. Summaries got smarter. Organization got more structured. Now the output itself takes the next step. A document that is ready to be shared.

Summaries got better, and you can do more with them

AI Summaries are the first thing you get after every recording. They're smarter and more contextually aware, because Plaud automatically routes every request to the most capable AI model for that task. Speaker labels show you exactly who said what. Choose from a library of summary templates, or build your own to capture different types of conversations the way you need them.

That is just the start. Give Plaud Agent a task, and it draws on your transcripts, summaries, and multimedia inputs to produce a finished report, slide deck, or document ready to send.

Artifacts: finished work, ready to deliver

Artifacts are finished documents, ready to send or share, in whatever format your workflow calls for.

After a client call, Agent can produce a client debrief as a DOCX file with your preferred structure, ready to attach to an email. After a strategy session, it can produce a slide deck as a PPTX file with the key decisions, objectives, and next steps already laid out. After a team meeting, it can produce a project brief, a memo, or a set of action items formatted exactly the way your team expects.

Available formats: PDF, PPTX, DOCX, HTML, Markdown, and more to come.

Every Artifact includes source tracing: each point links back to the exact timestamp in the original recording, so anything going to a client or stakeholder can be verified before it leaves. You can also edit Artifacts to add your own context or annotations directly inside Plaud without switching to another app.

Connectors: deliver it where you work

A finished document is only useful if it gets to the right place. Connectors handle the last step.

Plaud Agent can post a summary to a Slack channel, create a page in Notion, log an action item against a Linear ticket, or push finished work through Zapier to the tools your team already uses. Before any send or post, Plaud Agent asks you to confirm. You stay in control of what goes where.

Available at launch: Slack, Notion, Google Calendar, Linear, and Zapier, with more connectors on the way.

What this means for you

Sales Ops: Every deal call ends with a PDF deal recap covering key decisions, action items, and next steps, posted directly to your team's Slack channel. Source-verified and ready before the next pipeline review.

Consultants: Client-ready deliverables come out of every engagement. A strategy session becomes a PPTX with decisions and next steps already laid out, posted straight to Notion or pushed to your client channel in Slack without an extra step.

Executive Assistants: Meeting recaps and briefing docs are generated and pushed to Notion for your review. You approve, and they're done.

Plaud Team makes Artifacts and Connectors available across your entire organization, so every person on your team delivers finished work from every conversation.

Frequently asked questions

What is the difference between a summary and an Artifact?

A summary is the structured text Plaud generates after every recording. An Artifact is a finished, shareable document that Plaud Agent produces on your instruction: a PDF, a slide deck, a DOCX brief. Artifacts are intentional outputs you request from Plaud Agent, grounded in the transcripts and context from your recordings.

Does regenerating a summary or changing a template use Credits?

Plaud Credits apply when Plaud Agent produces something new on your behalf. Using the Regenerate feature does not use Credits. Switching templates goes through Plaud Agent but does not use Credits, as it is a configuration change rather than a generative task. Asking Plaud Agent to rewrite a summary, create an Artifact, or send finished work to a connected tool does.

Does Plaud Agent confirm before posting or sending anything?

Yes. Before Plaud Agent posts to Slack, creates a page in Notion, or sends anything to a connected tool, it asks you to confirm. You stay in control of what goes where and when.

Find any conversation, even as your knowledge base grows

The more you capture with Plaud, the more context you accumulate. That's the point. But a long list of files organized by date is a hard place to find anything, and an even harder place for AI to work well.

The new knowledge base view fixes this. It's not a visual refresh. It's a fundamentally different way of organizing your conversations, and it changes what the AI can do with them.

People don't recall conversations by folder name or file date. They recall them by when something happened and what the event was.
Plaud Intelligence is built around exactly that. The more you use it, the more context you accumulate, and structure is what ensures that context stays findable when you need it.

Two ways to find what you need

Plaud Intelligence organises your knowledge base across two dimensions: time and events. Not arbitrary categories. The way you actually think about your work.

Time is the chronological view. Conversations and files grouped by when they happened: Upcoming, Today, Yesterday, This Week. Find anything from last Tuesday without scrolling through months of files.

Events is the project view. Group conversations by engagement, topic, or project. Everything related to a specific client, case, or initiative lives together, so you and Agent always have the right context in one place.

Better organization means better answers from Agent.

How you organise your knowledge base directly affects the quality of what Agent returns. When you ask Plaud Agent a question inside a time or event view, it works within that context. Not your entire knowledge base. Just what's relevant.

"What did we agree on in the last three client calls?" is a very different question when Agent knows exactly which calls to look at. The answer is tighter, more accurate, and grounded in the right conversations. Structure isn't just about finding things faster. It's about getting better answers.

What this means for you

Legal professionals: Organize by matter or case file. Every deposition, client call, or strategy session lives in the right place. Agent can answer questions about a specific matter without surfacing anything from unrelated files.

Healthcare professionals: Every patient you've recorded with becomes their own profile. Plaud aggregates everything they've said across all your conversations. Before any follow-up appointment, ask Agent what's changed since the last visit. It draws on the full history, not just the last recording.

Consultants: The Time view keeps your week in order. At the end of any day, you can see exactly what happened across every call and conversation. Ask Agent to pull out the key decisions or action items from the past few days, across all your engagements at once.

Plaud Team extends the capability across your organization, so your whole team works from shared context and the same knowledge base of conversations.

Frequently asked questions

Where did my old recordings go?

They are still there. All your existing recordings carry over automatically to the new Knowledge base. You will find them in the Time view, grouped by when they happened. Nothing was deleted or removed.

I had recordings organized by folder or saved to a specific device. What happens to that structure?

The new Knowledge base organizes everything by time and by Events. Your existing recordings are accessible through the Time view, and you can create Events to group related conversations, clients, or projects going forward. The new structure is designed to match how you actually recall conversations: by when something happened and what it was about.

What is an Event, and do I have to set it up myself?

An Event is a grouping for related recordings: a client, a project, a case, an ongoing engagement. You name and create them yourself. Once set up, you can add recordings to them manually, or let Plaud Agent assign recordings to the right Event based on context.

How does the Knowledge base improve what Agent can do?

When you ask Plaud Agent a question inside a time or event view, it works within that context, not your entire knowledge base. Only the relevant recordings are searched. The tighter the context, the more accurate and useful the answer.

From conversations to finished work

Think about what happens after an important meeting right now. You have a transcript, and an AI summary with the full context. Next, you open another tool, start a new document, and spend the next stretch of time turning what Plaud gave you into something you can actually send or share.

The next generation of Plaud Intelligence is built to close that gap. What comes out is a finished output, ready to share.

We heard you

You needed to find the right conversation without remembering where it was saved, native integration with tools you work with, and you needed your recordings to produce something useful without another round of manual work. We took that seriously, and we went further, because we believed something more advanced was possible.

Plaud Agent

At the center of this release is Plaud Agent. Give it a task and it sees it through. It draws on the right context from your conversations, produces a finished output in the format you need, and delivers it where it needs to go.

Connectors

Plaud Agent works with the tools your team already uses. Connect Google Calendar, Slack, Notion, Linear, or Zapier, and Agent can pull context from your calendar, post updates to Slack, or push finished work directly to where your team operates.

Artifacts

Instead of just handing you a summary, Plaud Agent can go further to produce finished documents ready to share. A client debrief as a PDF. A project update as a PPTX. A structured brief in DOCX or Markdown. Everything grounded in the actual conversations that informed it.

Skills

Skills are custom instructions for Plaud Agent. Tell it exactly how you want a task handled, and it follows those instructions every time. Build your own, or start from Plaud's ready-to-use library.

Routines

Routines let you automate recurring tasks. Set a condition, describe what you want Agent to do, and it runs automatically every time that condition is met.

You finish a client call. Plaud Agent produces a finished PPTX debrief and posts a summary to your project channel in Slack. You just need to review and send.

An interface redesigned for the Agentic era

Everything you've captured is organised by time and event, so finding the right conversation takes seconds. When Agent is working, you see it happening in real time, a live view of intelligence turning your conversations into finished work.

What you get

You get more from every conversation you record. A knowledge base built to make every recording easy to find and navigate. Outputs that are finished and ready to use. Workflows that run without you managing them. An AI that does the work between what was said and what you actually need.

For Plaud Team customers, every member of your team gets access to everything in Plaud Intelligence, with the addition of shared Skills and shared context. Your whole team can automate their work with the same best practices and full conversational context, not just individual recordings.

Experience it for yourself this October.

Frequently asked questions

Will my existing recordings and data still be there after I update?

Yes. Updating the app does not remove or change any of your existing recordings, transcripts, or summaries. Everything you have captured carries over automatically to the new Knowledge base view.

Do I need to create a new account, or sign in differently?

No. Sign in the same way you always have. Whether you use Apple ID, Google, or email, your account, recordings, and plan all carry over automatically. Nothing resets.

Is there anything I should do before updating?

One thing: if you have a recording in progress or a file transfer running, let it finish before you update. Upgrading mid-transfer can interrupt it. Everything else carries over automatically once you update.

Is my data private? Can anyone else access my recordings?

Your recordings are private to you. Plaud does not share your recordings with other users. For Plaud Team customers, recordings are shared only within your designated team workspace if you choose to. Plaud is GDPR, HIPAA, SOC 2, ISO 27001, ISO 27701, and EN 18031 compliant.

Your wearable AI

Press the button, say what you need, and Plaud One gets it done.

AI assistants can do a lot, once you explain everything. You open an app, describe the meeting you just left, paste in what was said, and type out what you want. By the time you’ve rebuilt the context, you could have written the email yourself.

Plaud One removes that step.

It’s a wearable AI that already has the context of the conversation, so when you tell it what you need, it doesn’t need to be briefed.

Just speak

Press the Agent Button on the case and say what you want in your own words: draft the follow-up for this client, turn this workshop into a findings report, prepare a decision brief for tomorrow. The case has a built-in speaker, so the exchange happens without opening your phone.

You don't brief it first. Plaud Agent already has the conversation you just had, so a sentence is enough.

Always connected, always ready

An agent is only useful if it's there when you need it. Plaud One has a built-in eSIM with 4G LTE coverage in more than 80 countries and regions, with no carrier setup required. It doesn't wait for your phone or for Wi-Fi. Recordings sync automatically, so Plaud Agent is ready when you are.

Capture the conversation, and everything around it

The case takes the room, with 4 MEMS microphones, AI beamforming, and pickup up to 5 m (16.4 ft). The earbuds take phone calls and online meetings straight from your ears.

A short press highlights a moment as it happens, and a photo, note, or file can go in too. All of it becomes context for Plaud Agent.

Turn conversations into finished work

On Plaud One, a spoken request comes back as finished work, not just transcript or summary.

Plaud Agent, powered by Plaud Intelligence, turns the conversation and your request into something ready to use — a follow-up email, client brief, findings report, or slide deck. It comes back written and formatted, ready to review, edit, and send.

Connectors let Plaud Agent work across your tools, not just inside Plaud. It can draft an email, add a meeting to your calendar, or post an update to your team, with your approval before anything goes out.

Skills make those workflows repeatable. Save the instructions and formats you use often, and Plaud Agent can follow them again next time.

Built for calls and everyday listening

Plaud One is also designed to be the pair of earbuds you use every day. Active Noise Cancellation (ANC) helps in places like flights and open offices, while Environmental Noise Cancellation (ENC) keeps your voice clearer on calls in noisy environments.

A 12 mm dynamic driver with Hi-Res Audio via LDAC handles music between meetings, while the 4.5 g half-in-ear design keeps long stretches of calls comfortable.

Who it's for

Plaud One is built for people whose day is a sequence of conversations. Founders and executives turning leadership discussions into decisions and follow-ups. Sales teams turning a customer call into a personalized recap and an account update. Consultants turning a workshop into findings a client can read.

Plaud One brings it together

Plaud One brings conversation capture, an always-connected agent, and Plaud Intelligence into one system. It’s more than a note taker and more than a pair of earbuds. It’s a wearable AI designed to stay close to your conversations, keep the context around them, and help turn what was said into useful work.

We've just released it as a Limited Explorer Edition, a first run for people who want to work with an agent this early. It's $249.99, and includes the free Starter Plan and $200 in Plaud credits.

The missing layer in field sales isn't more admin. It's capturing context from real conversations that happen in the field every day. We're excited to launch a native Salesforce integration to help sales teams better serve customers and win deals.

Every sales team runs on a CRM as their system of record. But the most important data these CRMs need to be useful is often missed — what was actually said, agreed to, and signaled in a conversation — these details have never had a system of their own. It gets typed up hours later, if it gets typed up at all, and by then much of the context and nuance is already lost. As a result, sales reps struggle to navigate deals effectively, and revenue leaders cannot coach or forecast pipeline accurately.

Today, Plaud takes a giant step towards solving this problem with a native Salesforce integration for Plaud Team. This provides field sales teams the infrastructure to get visibility and a source of truth into every customer conversation, wherever it takes place across in-person, phone call, and online meetings.

From what was said to shared context and action

Plaud's field sales value has three parts, and each builds on the last:

1. Capture field intelligence. Plaud turns in-person, phone, and online conversations into a source of truth with speaker-labeled transcripts — preserving the signals, context, and intent that are entirely lost in how field sales teams operate today. From there, teams can use or customize AI summary templates that follow their sales process, extracting key information such as a customer’s pain points, objections, budget, and next steps.

2. Automate sales workflows. The new Salesforce integration takes that captured meeting intelligence and pushes it into Salesforce as CRM-structured action: for richer account context, coaching insights, faster follow-ups, and a record of what happened that doesn't depend on a rep's memory.

3. Act through agents. Plaud Intelligence and Plaud MCP let a company's own agents use that same conversational data to automate next steps and post-meeting workflows — grounding agentic work in real, proprietary context instead of a generic prompt.

The device is the entry point. The strategic value is the intelligence and agentic infrastructure built on top of it.

What the Salesforce integration does

Plaud Team members can now connect their workspace directly to Salesforce and push meeting intelligence into the CRM without manual data entry:

• Connect once, securely. Members securely authorize the connection through a Salesforce OAuth flow from the integrations page.
• Log a conversation to the right record. From any recording, a member selects the relevant Contact, Opportunity, or Account and pushes the meeting as a completed call with a full summary, and a link back to the full Plaud file included.
• Track what's synced. Logged files are marked automatically, so revenue teams get a clean, duplicate-free record of what happened and when.

For sales and customer facing teams, that means richer account context, institutional memory that survives rep turnover, and pipeline visibility that reflects what actually happened in the field — not what got remembered at day's end.

Why this matters beyond one integration

CRM records have always shown the downstream output of a sales process — a stage change, a closed task, a logged call. They've never captured the upstream signal: the raw commitments, hesitations, and intent that produced those outputs. Plaud's position is that this conversational layer is the missing enterprise data source, and that the next real advantage in CRM isn't more data entry — it's automatically converting conversations into accurate, actionable context.

That's also why Plaud is building this alongside Plaud MCP, which connects Plaud's recordings, transcripts, and AI-generated notes to any MCP-compatible AI client — including Claude, ChatGPT, and Cursor. Sales, RevOps, and technical teams can query meeting history, extract structured CRM data, and trigger downstream workflows using the tools they already work in. That reach matters more as AI assistants themselves gain deeper, native ties into enterprise systems: Claude, for instance, is moving toward much closer integration with Salesforce's own data and workflows, which makes having Plaud's conversation intelligence available inside that same assistant — via MCP — a more direct path from meeting to action, not a separate one. The Salesforce integration and MCP are two expressions of the same underlying platform: conversational intelligence, made available wherever the work already happens.

Built with enterprise controls, not around them

The integration is delivered inside Plaud Team, which gives IT and revenue leadership the governance enterprise deployments expect: centralized billing and user management, workspace-level permissions, and admin visibility into who's connected and how data is shared. For your field sales AEs and SDRs, this means they can login simply to their familiar Salesforce page and not leave the environment they know and trust.

That governance sits on top of infrastructure Plaud has already had independently validated. A Microsoft story published in August 2026 describes how Plaud's backend spans AI inference, speech transcription, and automated content-safety tooling — to support Plaud's transcription, summarization, and compliance workloads at scale. By Plaud's own account in that story, the setup has helped cut compute costs by roughly a third even as its user base grew past two million, and has meaningfully shortened how long compliance audits take to prepare for. It's backend infrastructure, not the CRM workflow itself — but it's the kind of operational and compliance rigor IT and security teams look for before approving any new integration.

"For years, enterprise software has captured what happens after a conversation — the notes someone remembered to type, the fields someone remembered to update, says Brian Yam, Head of Growth at Plaud. "The conversation itself — the context, the commitments, the tone — has been the missing input."

"Our Salesforce integration puts that raw signal directly into the system revenue teams already run their business on. It's the first step toward letting a company's own agents act on it, not just record it." - Brian Yam, Head of Growth, Plaud

Availability

The Salesforce integration is available now to organizations on the Plaud Team plan in the US. Contact us to implement or learn more. Plaud Intelligence and Plaud MCP are available to eligible Plaud users today, with MCP compatible with Claude, ChatGPT, Cursor, and other MCP-enabled clients.

About Plaud

Plaud is building the real-world AI interface for professionals to amplify intelligence, elevate productivity and performance, loved by over 2,500,000 users worldwide since 2023. With a mission to amplify human intelligence, Plaud captures, structures, and compounds the intelligence generated in conversations — so humans can think better, decide faster, and execute with clarity.

Plaud Inc. is a Delaware-incorporated, San Francisco-based company. With ISO 27001, ISO 27701, GDPR, SOC 2, HIPAA, and EN 18031 compliance, Plaud is committed to the highest standards of data security and privacy protection.

Meet us at Dreamforce

Come by booth #411 in the Trailblazer Campground and see how our products work in real life!

To learn more about Plaud, please visit plaud.ai and follow along on X, LinkedIn, and YouTube.

Good things move fast. Plaud One Explorer Edition sold out its U.S. pre-sale inventory just one day after launch.

On August 27th, we introduced Plaud One Explorer Edition, a new pair of wearable AI earbuds designed for the agent era. Plaud One captures conversations, understands their context and intent, and turns what was said into action through Plaud Intelligence and Plaud Agent.

Within a day, our first U.S. pre-sale inventory was gone.

The response extended far beyond sales. Plaud One featured across Forbes, Bloomberg, TechCrunch, The Verge and other technology and business media, while the launch took Times Square by storm. CNET described Plaud One as "a reinvention of headphones for the AI note-taking age."

"A reinvention of headphones for the AI note-taking age"

• Katie Collins, CNET

TechCrunch highlighted its eSIM-enabled case and ability to connect conversations to AI agents, while The Verge spotlit the innovation from previous form factors into AI-powered earbuds.

What is Plaud One?

Plaud One is wearable AI built around conversation.

Every era of computing has had a defining interface. We typed on keyboards. We tapped on screens. As AI agents become capable of doing more on our behalf, we believe the next interface will be even more natural: conversation.

Plaud One can be worn as earbuds or used through its standalone case to capture phone calls, online meetings, in-person conversations and ideas on the go. A built-in eSIM with 4G LTE connectivity allows the device to stay connected without relying on a nearby phone.

But recording is only the starting point.

Plaud Intelligence is designed to understand the context and intent inside conversations. Plaud Agent can then use that context across connected tools including Gmail, Google Calendar, Notion and Slack to help create follow-ups, documents, presentations and other finished work.

In other words: capture the conversation, understand what matters, then get things done.

Why AI earbuds?

Some of the most important information in our lives never begins as a document or prompt. It starts as something someone says.

A customer makes a request during a call. A decision gets made in a meeting. An idea surfaces while walking between appointments. A next step is agreed to over coffee.

Traditional AI usually enters the process later, after someone remembers what happened and types it into a screen.

Plaud One is designed to move AI closer to the moment where that context is actually created.

For a sales professional, that could mean capturing a client conversation and turning it into a follow-up. For an executive, it could mean asking for the context from a previous meeting before walking into the next one. For a consultant, it could mean transforming hours of discussion into a structured findings report.

That shift—from AI you go to, toward AI that can work from the context of your real-world conversations—is at the heart of what Plaud One represents.

One day, a lot of momentum

The reaction to Plaud One suggests people are ready to explore what that future could look like.

The U.S. pre-sale sold out in one day, following a launch that generated attention across some of the world’s largest technology and business publications around the world.

TechCrunch called attention to Plaud One’s eSIM-enabled case and AI agent capabilities. Forbes explored how the earbuds can move from capturing conversations to acting on them. The Verge highlighted the new form factor and its combination of recording, transcription, summarization and agent capabilities.

And in New York, Plaud One showed up a little larger than an earbud usually does: right in the heart of Times Square.

It was a big first day for a product built around a very simple idea:

In the agent era, just speak.

What happens next for Plaud One?

Plaud One Explorer Edition is a limited release designed to put the next generation of wearable AI into the hands of early users and learn from how they use it in the real world.

The Explorer Edition is priced at $249.99, with shipments expected to begin in Q4 2026. Each Explorer Edition includes $200 in Plaud Credits for Plaud Intelligence agent capabilities and other AI features.

The first batch moved fast. We’re just getting started.

Sign up for the Plaud One waitlist.

While Plaud helps turn conversations into actionable insights and makes it easy to search across your meeting context, there are still many workflows that our users use tools like ChatGPT and Claude for.

That’s why we’re excited to announce that you can now connect your Plaud data to ChatGPT and Claude in one click!

What you can actually do with it

For sales teams: push call outcomes directly into your CRM

After a sales call, ask Claude or ChatGPT: "Update my Salesforce with the key outcomes from today's call with Acme Corp: deal stage, objections raised, and agreed next steps." It reads the full transcript and pushes structured deal notes into your CRM directly. No manual data entry, no end-of-day catch-up. Connect HubSpot or Linear alongside Plaud and the same prompt can log the follow-on task in your project tracker at the same time.

For legal and compliance professionals: cross-reference consultation recordings with Clio to log time and flag obligations

After a client consultation, ask Claude: "Pull today's conversation with the Acme Corp team, cross-reference it against their matter in Clio, and extract the billable time, client instructions, and any deadlines mentioned." Claude reads the Plaud transcript for what was said and queries Clio for the matter history behind it, generating a structured summary with obligations flagged and time entries ready to log. No reconstruction from memory at the end of the day, and nothing that needs to be manually entered into the file.

For operations teams: surface meeting decisions and commitments directly into Asana

After a series of project or planning meetings, ask Claude: "Compare my last four weekly meeting recordings against our Asana project board and flag any decisions made or tasks committed to that have not been logged yet." Claude reads across every matching Plaud transcript and checks them against your live project data, surfacing the gaps between what the team agreed and what the tracker reflects. Misalignments that used to stay hidden until a deadline get caught before they become a problem.

Two AI assistants, one-click setup, zero technical expertise required

Plaud in Claude

Plaud is now an official connector in Claude, available in both Claude Web and Claude Desktop.

1. Open Claude and go to Settings → Connectors
2. Search for Plaud Web MCP and click Connect
3. Authorize with your Plaud account

That's it. Claude can now pull up the specific recording you ask about, and combine that context with your other connected tools like your CRM, project tracker, or BI dashboard to update, analyze, and act in a single pass.

Plaud in ChatGPT

Plaud is also live as an app inside ChatGPT, with the same one-click simplicity.

1. Go to chatgpt.com
2. In the left sidebar, click Apps and search for Plaud
3. Click Connect and sign in with your Plaud account

From there, ask ChatGPT about any recording by date, topic, participant, or keyword, no technical setup required.

Both connectors take under two minutes to set up. No code, no API keys, no IT ticket, and your recordings are only ever pulled up when you ask.

Prefer a different AI Agent? Plaud MCP goes there too

Claude and ChatGPT are the fastest way in, but if you work in Claude Code, Cursor, Windsurf, VS Code, Zed, Codex, or any other MCP-compatible client, Plaud connects there as well, via a single installer command. Full setup steps for every supported client are documented at docs.plaud.ai/plaud-mcp-cli/mcp.

Every conversation is an asset. Now it works like one.

You already do the hard part: showing up, having the conversation, capturing it with Plaud. Plaud MCP makes sure that work does not stop paying off the moment the call ends. One click connects Claude or ChatGPT to your recordings, and every meeting becomes the input for your next CRM update, compliance brief, or project gap analysis.

Connect Plaud to Claude or ChatGPT →

Disclaimer: References to Claude, ChatGPT, and associated logos are used solely to identify compatibility with the Plaud product and do not imply endorsement, sponsorship, or affiliation by Anthropic or OpenAI.

Team files enables easier collaboration in Plaud Team

A Team workspace has a shared Team files folder for recordings, transcripts, and summaries, with visibility across the whole team. Collaborate easily without extra setup.

New team workspaces will receive a welcome file

Every new Team workspace opens with a built-in welcome guide covering privacy, workspace setup, seat entitlements, and device binding.

Memory personalizes your Ask Plaud responses

Memory lets Plaud learn and remember how you work: your role, industry, preferred reply format, and personal instructions like "lead with conclusions" or "always use bullet points." The more you use Ask Plaud, the more tailored every response becomes. View, edit, or delete anything anytime in Settings > Personalization > Manage Memory.

Plaud now supports Minnan (Hokkien)

Record in Minnan and Plaud transcribes, labels, and summarizes it accurately, with full support in both auto and custom generation.

Plaud now polishes your transcripts automatically

Auto Polish removes filler words, smooths awkward phrasing, and cleans up your transcript the moment it's generated, without changing the meaning. The original transcript is always one tap away, and it never uses your transcription minutes.

Improvements

Audio Management

Web audio exports now default to MP3 for flawless compatibility across older operating systems and tools.

Team files enables easier collaboration in Plaud Team

A Team workspace has a shared Team files folder for recordings, transcripts, and summaries, with visibility across the whole team. Collaborate easily without extra setup.

New team workspaces will receive a welcome file

Every new Team workspace opens with a built-in welcome guide covering privacy, workspace setup, seat entitlements, and device binding.

Memory personalizes your Ask Plaud responses

Memory lets Plaud learn and remember how you work: your role, industry, preferred reply format, and personal instructions like "lead with conclusions" or "always use bullet points." The more you use Ask Plaud, the more tailored every response becomes. View, edit, or delete anything anytime in Settings > Personalization > Manage Memory.

Plaud now supports Minnan (Hokkien)

Record in Minnan and Plaud transcribes, labels, and summarizes it accurately, with full support in both auto and custom generation.

Plaud now polishes your transcripts automatically

Auto Polish removes filler words, smooths awkward phrasing, and cleans up your transcript the moment it's generated, without changing the meaning. The original transcript is always one tap away, and it never uses your transcription minutes.

Improvements

Audio Management

Web audio exports now default to MP3 for flawless compatibility across older operating systems and tools.

What is Plaud Team

Most of what actually moves a business forward barely gets written down. It happens in a solo sales call, a client handoff to another teammate, or an undocumented patient visit. What's left is usually a partial, filtered or misremembered summary in one person's head or notes.

Plaud Team closes that gap. And increasingly, it's becoming the way teams make sure that knowledge doesn't stay locked inside a single person's account.

Plaud Team is Plaud's workspace for organizations. It layers centralized billing, user provisioning, and device management on top of the AI note-taking and conversation intelligence individuals already know, all built on Plaud's existing security and compliance foundation. It was made for the moment when a tool that individuals love needs to become something an organization can actually govern, whether that's a sales team, a consulting firm, or a healthcare practice.

The benefits your team gains from sharing conversations

Centralizing billing and admin access solves a logistical problem. The bigger shift is what happens next: conversations stop being something only one person remembers, and start becoming something the whole team can draw on.

Here's what that looks like in practice.

Faster, better-informed decisions.

When a discovery call, a client interview, or a stakeholder check-in gets captured and transcribed, that context becomes something the whole team can build on. Nobody has to re-explain it in the next meeting. Fewer decisions get made on partial information, because nobody has to rely on remembering exactly what a client said three weeks ago.

Alignment without attendance.

No team is fully in the room for every conversation that matters. A rep out sick, a manager who couldn't join a client call, a new hire who joined after a key decision was made. They can all catch up on what was actually said and decided, not a secondhand summary of it.

Consistency across a growing team.

As teams scale, the way each person takes notes, follows up, and documents decisions tends to drift. A shared workspace built around captured conversations gives everyone a common source of truth. Sales teams use it to standardize follow-up. Healthcare practices use it for consistent documentation. Consulting firms use it to preserve institutional knowledge as people move between engagements.

Lower onboarding cost for new hires.

New team members have historically learned "how we do things here" by shadowing someone for weeks. With a shared library of past conversations, calls, and decisions, they can get up to speed against real examples instead of a training deck.

Reduced key-person risk.

A client relationship, a set of case notes, a project's history. When any of it lives only in one person's head, or in their personal note-taking app, the business is exposed if that person becomes unavailable or leaves. Centralizing conversation history under the organization protects institutional knowledge as a company asset, not an individual one. Admins can manage access when someone exits, so nothing walks out the door with them.

Compliance and quality consistency at scale.

Regulated industries like healthcare, financial services, and legal need a structured, centrally governed record of client- and patient-facing conversations. That makes it easier to maintain documentation standards and support audit and quality review, instead of relying on individual habits.

Built for how teams already work

None of this requires a team to change how they work. Plaud Team sits on top of the conversations people are already having, whether that's sales calls, client meetings, patient visits, or 1:1s, and turns them into a resource the whole team can draw on. The admin layer makes it something a company can deploy responsibly at scale. The collaboration layer makes it something a team can use every day.

Who Plaud Team is built for

• Sales and customer-facing teams that need consistent, searchable records of every conversation across reps.
• Consulting, legal, and professional services firms where case knowledge needs to outlast any single engagement or team member.
• Healthcare and other patient-facing practices that need accurate documentation without breaking the flow of care.
• Any team replacing a patchwork of individual note-taking habits with one governed, secure workspace.

In practice, that's any team where a conversation, not a document, is where the real work happens.

Get started with Plaud Team

Buy devices for your team, with bulk discounts available, then create your Team workspace on

web.plaud.ai

and invite your team from the admin dashboard. Organizations with more than 50 users can reach out to Plaud's sales team directly.

Plaud Team is Live! A Centralized Workspace for your Team.

We’re making teamwork easier and administration simpler. Unify your team under one workspace to quickly share meeting insights and keep everyone aligned. All with the convenience of centralized billing and admin controls.

AutoFlow Is Now On Default to Help New Users Get Started

To help new users get started, recordings captured will be transcribed instantly, so you can focus on the conversation, not the note-taking. You can easily toggle this off during your quick welcome tour or anytime in your Settings.

Improvements

Onboarding

Our redesigned onboarding guides you through your first recording and AI summary.