Choose when to generate transcripts and summaries automatically, with optional email and no Plaud Credits.
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 Web? See Auto generation and custom generation.
Where to find it
On Plaud Web, click your workspace name and open Settings → Preferences → Transcription & summary. Manage rules under Auto-transcribe & summarize. The same settings design applies to Plaud Desktop.
Open a rule shown under Auto-transcribe & summarize, or choose View all rules when available. Default rule is also available in the rule list. Each rule has its own Use this rule switch; there is no master switch.
Automatic transcription uses transcription minutes as usual. These rules, Default rule, and their optional email do not use Plaud Credits. See What are Plaud Credits?.
How it works
- Plaud checks enabled rules by creation date, from newest to oldest. A recording must meet the rule's keyword, duration, and source conditions.
- The first matching rule supplies the generation and email settings. This automatic generation flow produces at most one automatic summary and one email per recording. Routines can run separately alongside it.
- If no rule matches, enabled Default rule applies. If Default rule is off, unmatched recordings are not processed by this automatic generation flow.
- To stop automatic generation through these rules, turn off Default rule and every rule. Routines run separately. You can still generate manually.
How to set up automatic transcription and summaries
- In Transcription & summary, click Add rule.
- Enter a name.
- Under When to apply, set optional Spoken keywords, Recording duration, and Audio source.
- Under Actions, choose Audio language, Template, Summary language, and AI model. Summary instructions appear only with Smart match.
- Optionally enable Send email, enter one recipient in Send to, and choose attachments.
- Click Create rule. When editing an existing rule, click Save; Cancel discards your changes.
You can create up to 5 rules, excluding Default rule. Migrated AutoFlows above this limit remain available, but you cannot create more at the limit.
Keywords match any listed word spoken in the first minute. You can add 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.
How Default rule and manual settings work
Default rule applies to recordings that do not match an enabled rule. It cannot be deleted. Deleting the last rule does not change Default rule's on/off state.
Default rule follows manual summary settings for values you have not changed and saved in Default rule. Once you override a value in Default rule, that value stops following manual changes. Manual generation uses the values in its dialog and does not check rule conditions.
Auto speaker labeling, Custom vocabulary, and Clean up transcript automatically apply across recordings. They are separate from individual rules.
How automatic transcription and summaries differ from Routines
Use rules for recording-based summaries with a selected template and optional email to one recipient. Use Routines for broader Work mode tasks, including Skills, deliverables, and scheduled workflows. Routines use Plaud Credits. See Routines on Plaud Web — for v4.0.x or later.
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.
What happens when I turn a rule off?
Disabled rules are skipped for new recordings. Other enabled rules and Default rule can still apply.
What happens to my existing AutoFlows?
All 3.0 AutoFlows return as rules in Personal and Team workspaces, including rules that were off. Each keeps its existing on/off state. You do not need to rebuild them as Routines.
What if my chosen template was deleted?
The rule falls back to Smart match. Open the rule and choose another template to clear the notice.
Why did my rule not send an email?
Check that the rule matched, Send email is on, and Send to contains one recipient. With no recipient, no email is sent. Both summary and transcript attachments are optional.
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.