Set conditions for automatic transcription, summaries, and optional email.
Settings instructions: v4.3.0 or later. Restored 3.0 AutoFlows can also run on earlier 4.0 versions after server-side restoration, without updating. Those versions do not provide the new settings page; update to v4.3.0 or later to view or edit the rules. Still using v3.30.x or earlier Plaud Mobile App? See Automatic transcription and summaries or Auto generation and custom generation.
What happens when a recording ends?
Once a recording is uploaded, Plaud checks your enabled rules and Default rule. If a rule applies, Plaud transcribes the recording and generates a summary using that rule's settings.
The transcript and summary are generated together. Enabled rules are checked by creation date, from newest to oldest; the first matching rule supplies the settings. If none matches, enabled Default rule applies. With no matching rule and Default rule off, this automatic generation flow does not run. There is no separate switch for transcription.
Before you start
- Processing consumes transcription minutes from your plan as usual. These rules, Default rule, and optional rule emails do not consume Plaud Credits.
- Rules belong to a workspace and a user. Both Personal and Team workspaces support rules.
- Each rule and Default rule has its own switch. To stop automatic generation through these rules, turn off Default rule and every rule. Routines run separately.
How to manage automatic generation
- On the home screen, tap the menu icon, then tap Settings.
- Under Workspace, tap Preferences.
- Under Transcription & summary, open All rules. Turn Use this rule on or off for a rule or Default rule. Default rule applies only when no enabled rule matches. Turning off Default rule alone does not stop matching rules.
How to set up automatic transcription and summaries
- Open All rules and tap ＋ in the top-right corner.
- Enter a name.
- Under When to apply, set optional Spoken keywords, Recording duration, and Recording source.
- Under Actions, choose the audio language, template, summary language, and AI model. Summary instructions appear only with Smart match.
- Optionally turn on Send email, enter one address in Send to, and choose attachments.
- Tap Create to create it. Tap Save to apply edits to an existing rule.
You can create up to 5 rules, excluding Default rule. Existing AutoFlows above the limit are retained. Keywords match any listed word spoken in the first minute: up to 20 keywords, each up to 50 characters. Duration supports up to 5 hours; the end must be later than the start. New rules default to 0–3 hours, all sources, Smart match, and email off.
Default rule cannot be deleted. Its unchanged values follow manual summary settings until you override and save them in Default rule. Auto speaker labeling, Custom vocabulary, and Clean up transcript automatically apply across recordings.
How does it work?
- Finish your recording on your Plaud device or in the Plaud Mobile App.
- Once the audio is uploaded, Plaud checks enabled rules by creation date, from newest to oldest, then uses Default rule if no rule matches.
- If a rule applies, Plaud generates the transcript and summary. This automatic generation flow produces at most one automatic summary and one email per recording. Routines can run separately alongside it.
What gets generated
- Transcript: a transcript available as Original text, plus a Cleaned-up text version when Clean up transcript automatically is on in Settings (it's on by default).
- Summary: a summary generated using the matched rule or Default rule settings. See cover page and source-tracing for details about those features.
- Title: Plaud can generate a title from the recording's content and a matched calendar event. A title you entered yourself is preserved.
FAQ about automatic generation
How many rules can I create for automatic transcription and summaries?
You can create up to 5 rules. Default rule does not count toward this limit.
What if I already have more than 5 AutoFlows?
All restored AutoFlows are retained, even if the total exceeds 5. You can edit or delete them, but you can create a new rule only when you have fewer than 5 rules, excluding Default rule.
Why am I receiving duplicate automatic notifications?
A restored AutoFlow and a similar Routine can both run on the same recording and produce duplicate notifications. If you created a Routine to replace AutoFlow, delete the duplicate Routine or turn off the corresponding rule in automatic transcription and summary settings. If your version has no rule settings page, update to v4.3.0 or later to view or edit the rule.
If Default rule is off, will my recordings still be transcribed?
Yes, if an enabled rule matches. To stop automatic generation through these rules, turn off every rule and Default rule. Routines run separately. You can still open a file and tap Generate. See Transcription — for v4.0.x or later.
Do I need a Routine to summarize and email a recording?
No. Automatic generation rules can select a summary template and email the result to one recipient without using Plaud Credits. Routines handle broader or scheduled tasks in Work mode and use Plaud Credits. See Routines: run tasks automatically — for v4.0.x or later.
What happens to my existing AutoFlows?
All 3.0 AutoFlows return as rules, including disabled rules, with their on/off states preserved. This applies to Personal and Team workspaces. You do not need to rebuild them as Routines.
Can I still generate a summary manually?
Yes. Open the file, tap the ⋯ menu in the top-right corner, then choose Regenerate > Summary only. You can also generate a summary with a specific template. See Summary templates.
Disclaimer: The information in this article is for reference only and may change as Plaud product features continue to update. Please refer to the latest version of the product for the most current experience.