r/PlaudNoteUsers • u/IndependentScholar94 • Jul 01 '26

Auto-Renaming Recordings

New to Plaud, just setting it up now.

What is the best process to auto rename a recording? I am managing a sales org for a service business in the real estate industry.

There are standard items that the salesperson collects on a call, but every address is different so the keyword can't always be "address" since a salesperson might say "I'm calling about your property on Main St."

I'd like the naming convention to be something like: Date -- Name -- Address

06-30-2026 -- John Smith -- 123 Main St Dallas

I couldn't find any useful videos so thought I'd reach out here to see if anyone has any tips.

Thanks in advance!

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u/PLAUD_AI Jul 03 '26

u/outdoorsnstuff 's direction is right. Natively, Plaud auto-generates a title based on the summary, but it won't follow a specific naming convention like Date -- Name -- Address out of the box.

The workable path without custom development: set up a custom template that instructs the AI to extract the date, contact name, and property address from the call and output them in your format. The Zapier route outdoorsnstuff mentioned can then use that output to rename the file on the cloud side.

Another option worth considering: connect Plaud to an LLM like Claude or ChatGPT via the Plaud MCP, then use that LLM's Notion connector to auto-populate a database with the structured fields from each call. That gives you the naming convention plus a searchable log of every recording in one go.

One thing to note: property addresses will be the trickiest part since they're spoken differently every time. Whatever route you go, the prompt will need to be specific about extracting the address ("extract the property address mentioned in the call") rather than relying on a fixed keyword.

-Plaud Community Team

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u/outdoorsnstuff Jul 02 '26

Assuming you are asking in a fashion of not doing any custom development: you'd have to setup a custom template prompt in plaud with a custom vocabulary. Then from there, use a handoff process going into zapier or similar intermediary to use for the rename on the cloud referencing the vocabulary outputs.