# Plaud Spoken Field Notes to a Structured Sheet

> 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.

Content type: workflow
Source URL: https://www.agentpmt.com/agent-workflow-skills/plaud-spoken-field-notes-to-a-structured-sheet
Markdown URL: https://www.agentpmt.com/api/agent/workflows/plaud-spoken-field-notes-to-a-structured-sheet?format=agent-md
Updated: 2026-07-26T00:01:20.998Z
Author: firef1ie

---

Estimated time saved: 15 minutes.

## Tools

- Get Users Current Time / Date
- Plaud
- Google Sheets

## Workflow Outline

1. 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 a...
2. Ask for the Recording Window: Goal: Establish the exact window of recordings this run covers, in the user's own timezone. | Inputs: The user's local date, time, timezone and UTC offset from the previous step, plus the last processed timestamp in the...
3. List Plaud Recordings: Call list_files with the widened UTC date_from and date_to from the previous step. Plaud's timestamps are inconsistent and must be handled deliberately: the name field carries the...
4. Each New Recording: Repeat this section for each recording. Handle one unprocessed recording at a time. A recording that is not a field-notes style dictation is logged as skipped and no row is append...
5. Fetch Transcript: Call get_transcript with this recording's file id. Reuse Plaud's own transcript rather than re-transcribing.
6. Summarize the Run: Goal: Report what was captured this run so the user can spot a bad extraction before acting on it. | Inputs: The per-recording results from the loop, and the window that was used. | Outputs: The window covered stated in...
7. Extract Spoken Fields: Goal: Turn a spoken site-visit dictation into one structured row matching the column headers of the target sheet. | Inputs: The full transcript of one recording, its local recorded time, plus the header row read from th...
8. Append Row to Sheet: Append the extracted row to the data tab at the true table end, writing any timestamp in the user's local timezone. Then log the recording id to the Processed tab so it is never h...

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