# Plaud Master Action-Item Tracker

> Collects every action item spoken in your Plaud recordings into one master Google Sheet. Scans each new recording, pulls its transcript (reusing the recording's own transcript when one exists) and AI summary, extracts concrete tasks with the responsible owner and any spoken due date (resolved to a real calendar date from the recording date), and appends them to an "Action Items" tab with status "open" — deduplicated within and across meetings so the same commitment never appears twice. A "Processed Recordings" tab guarantees each recording is scanned exactly once, so the workflow can run on a schedule. Solves the problem of action items being trapped inside individual meeting summaries.

Content type: workflow
Source URL: https://www.agentpmt.com/agent-workflow-skills/plaud-master-action-item-tracker
Markdown URL: https://www.agentpmt.com/api/agent/workflows/plaud-master-action-item-tracker?format=agent-md
Updated: 2026-07-22T04:22:11.630Z
Author: firef1ie

---

Estimated time saved: 25 minutes.

## Tools

- Google Sheets
- Plaud
- Speech to Text With Speakers

## Workflow Outline

1. Find or Create Tracker: Locate the tracker spreadsheet. Run action 'search' with query 'Plaud Action Items'. If a spreadsheet named exactly 'Plaud Action Items' exists, use its spreadsheet_id; otherwise...
2. List Plaud Recordings: List ALL of the user's Plaud recordings with action 'list_files' and page_size 100 (page_size must be at least 10), paginating through every page until no results remain. For each...
3. Find New Recordings: Goal: Determine which Plaud recordings have not yet been scanned for action items. | Inputs: The full recording list from List Plaud Recordings and the processed-id set from Find or Create Tracker. | Outputs: An array o...
4. For Each New Recording: Repeat this section for each recording. For each new recording: fetch it, obtain its transcript, extract every action item, and write the items plus a processed-recording row to t...
5. Get Plaud File: Call action 'get_file' with file_id copied EXACTLY from the current recording's 'id' in the List Plaud Recordings output. A '500 Internal Server Error' almost always means the fil...
6. Summarize Run: Goal: Report the results of the action-item scan. | Inputs: Per-recording outcomes: items found and written, zero-item recordings, transcript sources used, fetch failures. | Outputs: A short summary: recordings scanned,...
7. Get Transcript (Plaud or STT): Obtain a transcript, preferring Plaud's own. IF has_plaud_transcript is true: do NOT call this tool — output {used_plaud_transcript: true} and reuse the utterances from Get Plaud...
8. Extract Action Items: Goal: Extract every actionable task from this recording, deduplicated against items already in the tracker. | Inputs: The transcript utterances (Plaud times in MILLISECONDS, Speech-to-Text times in SECONDS) and/or Plaud...
9. Write Items & Mark Processed: Two writes to the tracker spreadsheet (spreadsheet_id from Find or Create Tracker). FIRST, when the extracted array is non-empty, run action 'append_rows' on tab 'Action Items' wi...

## 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:

```
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:

```
{
  "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](/docs/mcp-reference/connection) 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.

> Call the AgentPMT-Workflow-Skills tool with action 'get\_workflow\_skill' and skill\_id 6a604303b640fe17224aae6f ("Plaud Master Action-Item Tracker").