AgentPMT

Plaud Call Logger for Pipedrive

Saves ~30 min

Details

Turns your Plaud voice recordings of client calls into Pipedrive records automatically. Reviews every new recording, identifies genuine client conversations, transcribes them (reusing the recording's own transcript when one exists), saves the transcript to a "Plaud Call Logs" Drive folder, matches the spoken client name and company to a Pipedrive person and open deal, attaches a call note with the discussion summary, commitments, next steps, and transcript link, and creates a follow-up activity dated from spoken commitments. Keeps a Google Sheet ledger so every recording is processed exactly once; recordings that are not client calls are logged and skipped. Re-runnable and idempotent.

Tools In This Workflow

Workflow Steps

  1. 1Find or Create Call Log
  2. 2Ensure Transcript Folder
  3. 3List Plaud Recordings
  4. 4Find New Recordings
  5. 5For Each New Recording
  6. 6Get Plaud File
  7. 7Get Transcript (Plaud or STT)
  8. 8Classify & Distill Call
  9. 9Save Transcript to Drive
  10. 10Match Pipedrive Person & Deal
  11. 11Attach Call Note
  12. 12Create Follow-Up Activity
  13. 13Write Log Row
  14. 14Summarize Run
Step 1 of 14
Tool1

Find or Create Call Log

Locate the call-log spreadsheet. Run action 'search' with query 'Plaud Pipedrive Call Log'. If a spreadsheet named exactly 'Plaud Pipedrive Call Log' exists, use its spreadsheet_id; otherwise run action 'create' with title 'Plaud Pipedrive Call Log' and initial_headers ['Recording ID','Recorded At','Client','Person ID','Deal ID','Note ID','Activity ID','Status']. Then run action 'read' with range 'A2:A' to collect every Recording ID already logged (empty set if only the header exists). Output the spreadsheet_id, the tab name (sheet_name), and the set of already-logged Recording IDs.

Find or Create Call Log

Frequently Asked Questions

How do I connect this workflow to my local agent like OpenClaw or Claude Code?

You can install the local MCP server by opening a terminal and running:

Install commands

npm install -g @agentpmt/mcp-router
agentpmt-setup

This will connect you to local agents like Claude Code, Windsurf, Grok Build, Cursor, etc.

Alternatively you can connect to the hosted version with this config block, no installation required:

Hosted MCP config

{
  "mcpServers": {
    "agentpmt": {
      "type": "streamable-http",
      "url": "https://api.agentpmt.com/mcp",
      "headers": {
        "Authorization": "Bearer <AGENTPMT_BEARER_TOKEN>",
        "x-instance-metadata": "{\"client\":\"generic-mcp\",\"platform\":\"remote\"}"
      }
    }
  }
}

View MCP Connection Instructions for more details.

How do I trigger this workflow?

You can use it here in the browser by clicking the 'Try It' button.

If you 'star' the workflow it will save to your dashboard for quick access.

To use the workflow in an external agent, make sure you have followed the steps to connect it to the MCP server and then copy / paste this prompt, or just tell it to use the AgentPMT MCP server and use this workflow.

Agent prompt

Call the AgentPMT-Workflow-Skills tool with action 'get_workflow_skill' and skill_id 6a6042b8b640fe17224aae6e ("Plaud Call Logger for Pipedrive").

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