Set conditions for automatic transcription and summaries on Plaud Web.
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.
What happens when a file arrives?
When a recording syncs or a file finishes uploading, Plaud checks enabled rules by creation date, from newest to oldest. The first matching rule supplies its transcription, summary, and optional email settings. All configured keyword, duration, and source conditions must match. Keywords check the first minute; any listed keyword can match.
If no rule matches, enabled Default rule applies. With Default rule off, unmatched files are not processed by this automatic generation flow. This automatic generation flow produces at most one automatic summary and one email per recording. Routines can run separately alongside it. Manual generation uses the values in its dialog instead of checking rules. See Transcription on Plaud Web — for v4.0.x or later.
How to manage automatic generation
Open Settings → Preferences → Transcription & summary. Under Auto-transcribe & summarize, choose Default rule or View all rules. Each rule and Default rule has its own Use this rule switch. There is no master switch.
Use Add rule to choose recording conditions, a summary template, languages, an AI model, and optional email to one recipient. You can create up to 5 rules, excluding Default rule; migrated rules above the limit remain available. See Automatic transcription and summary settings on Plaud Web — for v4.3.0 or later for detailed settings.
Automatic transcription and summary settings restore 3.0 AutoFlows, including disabled rules, in Personal and Team workspaces. Their on/off states are preserved. For broader or scheduled Work mode tasks, use Routines on Plaud Web — for v4.0.x or later.
What gets generated
- A transcript in Original text, plus a Cleaned-up text version when Clean up transcript automatically is on (this feature is turned on by default, and you can turn it off in Settings > Preferences > Transcription & summary).
- A summary generated using the matched rule or Default rule settings. See cover page and source-tracing markers for details about those features.
- An automatically generated title can use 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 files still be transcribed?
Yes, if an enabled rule matches. To stop automatic generation through these rules, turn off Default rule and every rule. Routines run separately. You can still open a file and click Generate. See Transcription on Plaud Web — for v4.0.x or later.
Does automatic generation consume transcription minutes?
Yes, the same as manual generation. These rules, Default rule, and their optional emails do not consume Plaud Credits. Work mode tasks, including Routines, use Plaud Credits. The built-in Re-summarize feature does not use Plaud Credits. Asking Plaud Agent to rewrite or re-summarize in Work mode uses Plaud Credits. See What are Plaud Credits?.
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.