AgentPMT

Plaud Spoken Field Notes to a Structured Sheet

Saves ~15 min

Details

Turns a spoken site visit into a filled-in spreadsheet row, so measurements and specs never get typed up twice. Built for anyone who dictates structured details on the job rather than writing them down: window and flooring measurements, equipment specs, inspection findings, punch lists, service call notes. Say the details out loud in the same order each visit (client, room, width, drop, colour, notes) and the workflow reads each new Plaud recording, pulls its transcript, extracts only the values actually spoken, and appends them as one row to your Google Sheet under whatever column headers you have already set up. Values are never inferred: if a measurement was not said, the cell is left empty and flagged in the run summary rather than guessed, because a fabricated number on a quote is worse than a blank one. Recordings that are not field dictations (meetings, personal memos, ambient audio) are logged as skipped and produce no row. A Processed tab records every recording id so the workflow can run on a schedule without duplicating rows. Pair it with your own quote template and the spreadsheet row becomes the quote.

Tools In This Workflow

Workflow Steps

  1. 1Get User Timezone and Date
  2. 2Ask for the Recording Window
  3. 3List Plaud Recordings
  4. 4Each New Recording
  5. 5Fetch Transcript
  6. 6Extract Spoken Fields
  7. 7Append Row to Sheet
  8. 8Summarize the Run
Step 1 of 8
Tool1

Get User Timezone and Date

Get the user's current local date, time, timezone and UTC offset. Everything downstream, the requested window, the recording timestamps and any spoken relative date, is resolved against this and never against the server clock.

Get User Timezone and Date

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 6a6534c0b640fe17224ac767 ("Plaud Spoken Field Notes to a Structured Sheet").

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