Define your own summary structure by writing a custom prompt — Plaud will use it to format every summary the way you want.
What are custom summary templates?
Custom summary templates let you define your own summary structure by writing an AI prompt. Instead of relying only on pre-built templates, you can design summaries focused on specific details (action items, key data, intent analysis, and others) to match your workflow — whether for meetings, lectures, client calls, or industry-specific tasks like medical SOAP notes or sales BANT tracking.
How to create a custom template?
- Go to Template Community and tap Create
- Select "Description to template".
- Enter the template name and write a prompt. Then, tap "Save as my template" and you can use this template directly.
Note: You may also select "Photo to template" to take photo or upload the photo of your document, and AI will generate a template for you.
Notes on custom templates
- Two ways to create. Use Description to template to write a prompt yourself, or Photo to template to upload a document image and have AI generate the template structure for you.
- Saved templates appear in your library. Once saved, your custom templates are available alongside official and community templates when you generate a summary.
- Templates are personal by default. Templates you create are saved to your own library. To make a template available to other Plaud users, publish it to the Template Community.
FAQ about custom templates
What's the difference between custom templates and Template Community templates?
Template Community templates are pre-built — official ones curated by Plaud and user-uploaded ones contributed by other professionals. Custom templates are templates you build yourself, either by writing a prompt or uploading a document for AI to convert.
Can I share my custom template with others?
Yes. After saving a template to your library, you can publish it to the Template Community so other Plaud users can use it. Make sure your template doesn't contain sensitive data before publishing.
What kinds of prompts work best?
Clear, structured prompts tend to produce the most consistent summaries. Specify what sections you want (for example, Decisions, Action items, Open questions) and what kind of detail belongs in each.