If you've ever struggled with messy meeting notes or missed key points during interviews, Plaud templates have always been here to help.
But many users didn’t dive into the custom template feature until they realized how much it could save them time. After experimenting with custom templates, some users still found it challenging to get the perfect fit for their needs.
That’s when the idea for a Plaud template community popped up—so users could share their templates and borrow from others. Everyone can find or contribute the ideal template.
Now, whether you want to create your own or use someone else’s, Plaud templates are here to make your work life a whole lot easier.
What are Plaud templates?
Plaud templates are a suite of customizable, AI-powered summary templates that help professionals in various industries create perfectly tailored and structured notes from voices.
They are designed to address the fact that "different scenarios require different summaries," moving beyond a one-size-fits-all approach. Plaud offers a collection of pre-designed templates for specific professional personas and tasks, as well as an advanced feature that allows users to create their own personalized templates for any situation, such as workshops, journals, or seminars.
Designed for roles across industries, Plaud templates help you capture and organize information with precision, saving time and boosting productivity. Whether it’s meetings, calls, lectures, interviews, or medical consultations, there’s a template made to fit your workflow.
Here are the main types of templates:
- Meeting templates: Help project managers and teams turn discussions into reports, notes, and task lists.
- Call templates: Organize client calls, Q&A sessions, and follow-ups for sales professionals to streamline their workflow.
- Speech templates: Let teachers or students capture key points from classes, lectures, and training.
- Interview templates: Support HR managers in assessing candidates and recording interview notes.
- Medical templates: Help healthcare consultants document patient visits in a clear format, such as SOAP notes.
In short, Plaud templates give professionals the proper structure for their needs so that they can focus on their main work instead of note-taking.
How to create and customize templates?
Plaud makes it easy to create and customize templates to fit your specific needs. Here's a step-by-step guide on how to do it.
Step 1: Access the template section
Open the Plaud App and navigate to the "Template community" section. Here, you can browse existing templates or create your own.
Step 2: Create your template or use the photo-to-template feature
Option 1 - Customize a template
If you prefer to create a new one, you can set up prompts that guide the AI on how to process and summarize the recordings.
When generating a summary, in the “Select summary template”, find "Custom summary template" and tap "Create". Then write a prompt.
Option 2 - Use photo-to-template
If you don’t want to create from scratch, snap a photo of your handwritten notes or templates, and Plaud photo-to-template feature will automatically convert it into a structured template. No need for manual prompts!
Step 3: Name and describe your template
Give your template a clear name and brief description so you can easily identify it later. This will also help others who may want to use or adapt it.
Step 4: Test and refine
Apply the template to a sample recording or document. See how well the AI summarizes the content. If needed, tweak the template or photo-based template for better results.
Step 5: Save and share
Once you're happy with your template, save it. Click "Save as my template," and you can use this template directly, deciding whether to keep it private or share it with others.
That’s where the template community comes in. By publishing your custom template, you make it available to professionals facing similar challenges. In return, you gain inspiration from other users, discover new formats that fit your workflow, and even help your team stay aligned with shared structures.
Beyond work, these templates can also be used for personal scenarios—like journaling, study notes, or self-reflection, unlocking more value from every recording.
With Plaud templates, you’re not just creating tools for yourself; you’re contributing to a growing ecosystem that makes everyone work smarter.
How to use Plaud templates to boost your work?
Plaud templates are designed for different jobs and help you work better. Here is how they work in real life.
For meetings
Taking notes in a meeting can be a mess. The meeting template helps you get all the important parts from your meetings, brainstorms, or calls.
It quickly organizes meeting decisions, to-do lists, and follow-up tasks.
For example, in a weekly meeting, Plaud will point out important tasks. This makes sure everyone knows what to do.
For interviews
Hiring people is easier with the interview template. After an interview, you get a summary of what the person said. It covers their good points, bad points, and how they fit the job.
It helps you compare people quickly, allowing you to make an informed choice.
For example, in a technical interview, Plaud can summarize key parts of the talk to help you decide.
For sales
Sales teams are always busy. The sales template helps you quickly document what happened during a client call.
It captures important details like "client wants a subscription plan" or "follow up about price in two weeks."
It keeps your tasks straight, so you don't miss any steps in your sales process.
For medical care
For doctors and nurses, the medical template is a huge help. When speaking with a patient, you can quickly record their symptoms, treatment plan, and ongoing observations.
The template organizes your notes into structured formats, such as SOAP notes and progress notes, ensuring that every critical detail—from symptoms and diagnosis to follow-ups and care plans—is captured. This structure helps you stay focused on the patient while maintaining accurate, professional documentation.
Conclusion
Plaud templates are more than just a tool—they’re a productivity booster. Whether you’re managing projects, taking meeting notes, or organizing feedback, they can help you stay on top of things with minimal effort.
Start using Plaud templates today, explore the community, and see how much more productive you can be. You'll wonder how you ever worked without it!
FAQ
Can I use my handwritten notes with Plaud templates?
Absolutely! With the Plaud photo-to-template feature, you can snap a picture of your handwritten notes or printed documents. Plaud's AI will recognize the content and layout, converting it into a structured template. It's perfect for turning your paper notes into digital summaries without the hassle of typing everything out.
How do I share my custom templates with others?
Sharing your custom templates is easy! After creating a template, you can choose to share it with the Plaud template community. This allows other users to benefit from your template, and you can explore templates created by others as well. It's a great way to collaborate and improve your workflow together.
Can Plaud templates be used for personal journaling?
Yes! Plaud templates are not just for work—they can also be used for personal journaling. If you're too tired to write at the end of a busy day, speak your thoughts, and Plaud will automatically generate your journal entry in a structured format. It's like having a personal diary assistant that helps you document your day with no effort!
