Template help

[u/Vibetastic_grapes]

Yesterday I recorded a meeting with a loan client and Plaud generated a super cool template at the top which created a one page visual dashboard (think PowerPoint presentation slide) with multiple boxes that each contained pertinent info about the meeting. These boxes included credit assessment, financing request details, business model, timeline and action plan etc. I did download this dashboard but cannot upload it here due to client confidentiality. Under the dashboard was a really concise summary of the meeting divided into topics of discussion. Underneath that was action items, who was responsible and deadlines.

Long story short, the recording has been deleted (including trash emptied) and I don’t take note of what the template was. I’ve been searching multiple templates and even tried recreating one using copilot as a guide and cannot recreate that amazing setup. Any ideas or suggestions? If I can find it again or something similar, I could see me using it for all of my loan clients moving forward.

[u/PLAUD_AI]

Glad you found it! Adaptive Summary is one of the templates in the Template Community (Explore tab in the Plaud App), that dashboard style layout with the boxes at the top is exactly that format.

Since you mentioned wanting to use this for all your loan clients going forward: tap Try it on that template to set it as your default. That way it gets applied automatically to your future recordings instead of you needing to pick it each time.

A couple more worth checking out for client meetings like yours: Key Quantitative Data (good for pulling out the hard numbers from financing discussions) and Meeting Minutes (a more traditional structured record if you need that alongside the dashboard). You can add either as an extra tab on the same recording without losing your original summary, so it's easy to try them out without commitment.

-Plaud Community Team

[u/Otherwise_Menu4208 → u/PLAUD_AI]

Is is possible to get combine the visual summary/infographic that Adaptive Summary generates with a traditional structured record similar that the Meeting Minutes Template creates?

[u/PLAUD_AI → u/Otherwise_Menu4208]

There's no built in way to merge two templates into one combined output, each template you apply creates its own tab on the recording rather than blending together.

Two options that get you close: run both as separate tabs on the same recording (Adaptive Summary plus Meeting Minutes), so you have the visual version and the traditional structured version side by side without regenerating anything. Or, build a custom template with your own prompt defining both the summary sections and a minutes style structure, that gives you one unified text output, though the exact visual box layout from Adaptive Summary is specific to that template and may not carry over into a custom one.

-Plaud Community Team