Every recorded meeting, logged in your PSA.
Neo reads Plaud recordings, summaries and transcripts, and logs each meeting in your PSA.
What Neo does with Plaud.
Recordings
Neo finds new and changed recordings in your Plaud Team workspace.
Summaries
Neo reads each recording's AI summary and, if you allow it, transcript.
Members
Neo matches each recording to the team member who made it.
Concrete work Neo handles in Plaud.
Meetings as activities
Neo logs each recorded meeting as an activity for whoever recorded it.
Notes on the account
Neo adds each client meeting's summary to the client's PSA account.
"What did we agree?"
Neo finds a client's recorded meeting and reads its summary.
Set it up with Neo.
Connect Plaud
Enter the credentials the Plaud card on Neo's Integrations page asks for. The setup guide shows where to find each one.
Start from a use case
Open the Plaud card's "What Neo can do" tab and press Set up with Neo on the job you want.
Build it with Neo Support
Neo Support picks the tools and the Plaud access the job needs, and builds the agent with you.
Questions about the Plaud integration.
What does Neo need to connect to Plaud?+
The credentials the Plaud card on Neo's Integrations page asks for, from your Plaud account. The setup guide shows where to find each one.
How do I set up one of these use cases?+
Connect Plaud, open its "What Neo can do" tab in the Neo dashboard and press Set up with Neo on the use case. Neo Support builds the agent with you.