AgentPMT

Plaud Client Follow-Up Email Drafter

Saves ~20 min

Details

Drafts a follow-up email after every client call you record with Plaud — and never sends without your approval. Reviews each new recording, pulls the transcript (reusing the recording's own transcript when one exists), identifies genuine client conversations, and drafts a warm, concise follow-up recapping the discussion, what each side committed to, and the agreed next step — written strictly from what was said. Looks up the client's email address in your Google Contacts, then sends you the draft with the proposed recipient for approval; only after you approve (and confirm the address) is the email sent from your own Gmail account, so it lands in your Sent folder and replies come back to you. Every recording is logged in a Google Sheet so nothing is drafted twice. Skipped and rejected drafts are recorded with their reason.

Tools In This Workflow

Workflow Steps

  1. 1Find or Create Email Log
  2. 2List Plaud Recordings
  3. 3Find New Recordings
  4. 4For Each New Recording
  5. 5Get Plaud File
  6. 6Get Transcript (Plaud or STT)
  7. 7Classify Call & Draft Email
  8. 8Look Up Client Email
  9. 9Approve Draft & Recipient
  10. 10Send Approved Email via Gmail
  11. 11Write Log Row
  12. 12Summarize Run
Step 1 of 12
Tool1

Find or Create Email Log

Locate the follow-up log. Run action 'search' with query 'Plaud Follow-Up Emails'. If a spreadsheet named exactly 'Plaud Follow-Up Emails' exists, use its spreadsheet_id; otherwise run action 'create' with title 'Plaud Follow-Up Emails' and initial_headers ['Recording ID','Recorded At','Client','Recipient','Subject','Status','Sent At']. Then run action 'read' with range 'A2:A' to collect every Recording ID already handled (empty set if only the header exists). Output the spreadsheet_id, tab name (sheet_name), and the handled-id set.

Find or Create Email 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 6a6043acb640fe17224aae75 ("Plaud Client Follow-Up Email Drafter").

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