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plaud-crm-call-import

Official

Convert Plaud voice recordings to CRM call activities

Product & Management#CRM#activity tracking#voice transcription#call logging#Plaud
Authorkeboola
Version1.0.0
Installs0

System Documentation

What problem does it solve?

This Skill automates the process of converting voice recordings from Plaud into structured CRM call activities, including transcript download, account/opportunity resolution, and summary creation.

Core Features & Use Cases

  • Voice Recording to CRM Activity: Converts Plaud voice recordings into CRM call activities with transcripts and structured summaries.
  • Automated Transcription: Automatically downloads and parses transcripts from Plaud.
  • Account and Opportunity Resolution: Automatically identifies and links the appropriate CRM account and opportunity.
  • Summary Creation: Generates a standardized summary of the call, including key facts, action points, and customer sentiment.
  • Use Case: Ideal for companies that need to log and track customer calls and meetings within their CRM system.

Quick Start

Use the plaud-crm-call-import skill to convert a Plaud recording into a CRM call activity.

Dependency Matrix

Required Modules

Plaud MCPCRM CLIGoogle Calendar MCP

Components

scriptsreferences

💻 Claude Code Installation

Recommended: Let Claude install automatically. Simply copy and paste the text below to Claude Code.

Please help me install this Skill:
Name: plaud-crm-call-import
Download link: https://github.com/keboola/crm-plugin/archive/main.zip#plaud-crm-call-import

Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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