Recording and transcribing a meeting is one thing. Getting a summary that actually includes the information you need is another. A customer meeting, an interview, and a lecture can all be recorded in the same way, but the result often needs to be presented very differently.
With Plaud, you can choose from thousands of summary templates that help AI structure the content for the situation at hand. That makes it easier to find the right information without having to read through the entire conversation afterward.
The same recording can be used in multiple ways
Imagine a meeting where you discuss an upcoming project. A standard summary gives you an overview of the conversation, but maybe the decisions and action items are what matter most. In that case, a template that focuses on those parts is a better fit.
Plaud offers more than 10,000 templates for different use cases. For example, there are templates for meetings, interviews, and sales calls. You can also create your own templates and decide which information should be highlighted.
The same recording can also serve as the basis for several different summaries. So you do not have to choose between a short overview and a more detailed review.
Make customer meetings easier to follow up on
After a customer meeting, it is rarely necessary to remember every sentence. What usually matters is what the customer needs, which solutions were discussed, and what happens next.
With a customized summary template, Plaud can structure the conversation around those questions. The result is a reference that is easier to use when it is time to write a quote, plan the next meeting, or follow up on a previous proposal.
At the same time, it is important to check the details. AI can help identify tasks and decisions, but if a deadline or responsible person was never mentioned during the conversation, that information needs to be added.
Interviews and lectures require different setups
Someone conducting an interview may want to capture important reasoning, interesting answers, and topics that need further exploration. A student, on the other hand, is likely to benefit more from a summary with clear concepts, explanations, and key points.
That is where the ability to choose different templates becomes especially useful. Instead of treating all recordings as standard meeting notes, the content can be organized based on how it will actually be used.
The original recording and transcription remain available as reference material. This makes it possible to check wording and return to details that did not fit into the summary.
Create your own template for recurring work
If you often have the same type of meetings, it can be practical to create your own template. Maybe you always want a short summary at the top, followed by decisions made, open questions, and a list of next steps.
In Plaud, you can create custom templates with your own instructions for how the information should be structured. That way, you do not have to start from scratch every time you want the same format.
This can be especially useful for recurring project meetings, customer calls, or interviews where you want the documentation to follow the same structure.
Start simply and build as needed
You do not need to create an advanced template to get started. Begin with one of the ready-made templates and see how the result differs from a standard AI summary.
In newer versions of the Plaud app, you will find the templates under Tools and Templates. There, you can search for different use cases, save favorites, and create your own options.
What matters is not producing as much text as possible, but getting the right information. With a well-designed template, the same recording can become a much more useful working document.
FAQ
What is a summary template in Plaud?
A summary template controls how AI organizes information from a recording. It can, for example, focus on decisions, action items, important reasoning, or a general summary.
Can I create my own templates?
Yes. Plaud supports custom templates where you can specify what information should be included and how the result should be presented.
Can I use multiple templates on the same recording?
Yes. You can create multiple summaries from the same recording without having to record the conversation again.
Do the templates also work for interviews and lectures?
Yes. The templates can be used for many different types of recordings, including interviews, lectures, sales calls, and regular work meetings.
Does it cost extra to use summary templates?
According to Plaud's current documentation, choosing and using summary templates does not use any extra Plaud Credits or transcription minutes. Other features and available usage depend on your subscription.
