sales-plaud

What this skill does

# Plaud Platform Help

## Step 1 — Gather context

If `references/learnings.md` exists, read it first for accumulated platform knowledge.

Ask the user:

1. **Which Plaud device do you have (or are considering)?**
   - A) NotePin / NotePin S (wearable pin)
   - B) Note (credit-card recorder)
   - C) Note Pro (4-mic extended range)
   - D) Haven't decided yet — help me choose

2. **What's your primary goal?**
   - A) Set up and configure my device
   - B) Compare Plaud devices or pricing plans
   - C) Integrate Plaud transcripts into CRM, Slack, or a data pipeline
   - D) Troubleshoot a recording, sync, or hardware issue

3. **What are you recording?**
   - A) In-person meetings / interviews
   - B) Phone calls (using vibration sensor)
   - C) Both in-person and phone
   - D) Online meetings (Zoom/Meet/Teams)

Skip-ahead rule: if the user's prompt already contains enough context, skip to Step 2.

## Step 2 — Route or answer directly

| Problem domain | Route to |
|---|---|
| Choosing between Plaud and other note-taker platforms | `/sales-note-taker {user's question}` |
| Reviewing a specific call for coaching | `/sales-call-review {user's question}` |
| Building a coaching program from call data | `/sales-coaching {user's question}` |
| General CRM-to-tool integration patterns | `/sales-integration {user's question}` |

Otherwise, answer directly below.

## Step 3 — Plaud platform reference

**Read `references/platform-guide.md`** for the full platform reference — devices, pricing, integrations, API, workflows.

Answer the user's question using only the relevant section. Don't dump the full reference.

## Step 4 — Actionable guidance

You no longer need the platform guide — focus on the user's specific situation.

**Device selection quick guide:**
- **NotePin S** ($179) — best all-around wearable, physical button fixes touch-control complaints, 20hr recording
- **NotePin** ($127-159) — budget wearable, touch-only controls (less reliable)
- **Note** ($159) — portable credit-card size, good for desk/table placement
- **Note Pro** ($189) — best for large rooms (4 mics, 16ft range, double battery)

**Plan selection:** Start on free Starter (300 min/mo). Upgrade to Pro ($99.99/yr) when you exceed 300 min/mo or need full AI templates. Unlimited ($239.99/yr) only if you record 4+ hours daily.

If you discover a gotcha, workaround, or tip not covered in `references/learnings.md`, append it there.

## Gotchas

> *Best-effort from research — review these, especially items about plan-gated features and integration gotchas that may be outdated.*

- **Touch controls on NotePin are unreliable.** The most common complaint — accidental recordings, failure to trigger, "near impossible" activation. NotePin S adds a physical button that fixes this. If buying new, get the S.
- **Proprietary charging dock required.** No USB-C direct charging. If you lose the dock, you can't charge. Order a spare.
- **"Unlimited" plan caps at 24 hours/day.** Not truly unlimited — it's capped at 24hr of transcription per day, which only matters for heavy batch uploaders.
- **Official Developer API is in private beta.** Contact Plaud for access. The unofficial `plaud-api` Python package exists but is reverse-engineered and unsupported.
- **Online meetings require a separate workflow.** Plaud devices record ambient audio — they don't join Zoom/Meet/Teams as a bot. For online-only teams, use a software note-taker instead.
- **Each user needs their own physical device.** Multiple devices can pair to one subscription account, but you still need a device per person.
- **Syncing requires internet after recording.** Recordings are stored locally on the 64GB device but transcription/summaries happen in the cloud after syncing via the app.

## Related skills

- `/sales-note-taker` — Compare all AI note-taker platforms, plan API integrations, choose the right tool for your team
- `/sales-omi` — Omi AI open-source wearable ($89) — budget alternative with developer extensibility
- `/sales-rilla` — Rilla field sales coaching — if you need AI coaching for in-person sales, not just recording
- `/sales-siro` — Siro field sales coaching — multi-industry in-person recording with mid-call coaching
- `/sales-call-review` — Review a specific call for coaching
- `/sales-coaching` — Build coaching programs that consume call data
- `/sales-integration` — General CRM/tool integration patterns (Zapier, webhooks, iPaaS)
- `/sales-do` — Not sure which skill to use? The router matches any sales objective to the right skill. Install: `npx skills add sales-skills/sales --skill sales-do`

## Examples

### Example 1: Choosing the right Plaud device
**User says**: "I do a lot of in-person client meetings and phone calls. Should I get the NotePin or Note Pro?"
**Skill does**:
1. Asks about recording environment — meeting rooms vs outdoor, group size, phone call frequency
2. Recommends NotePin S for portability + phone calls (VCS works best when device touches phone), Note Pro only if recording in large conference rooms with 5+ participants at 10+ feet
3. Notes that NotePin S physical button is more reliable than original NotePin touch controls
**Result**: Clear device recommendation with rationale.

### Example 2: Troubleshooting sync failures
**User says**: "My NotePin recordings aren't showing up in the app after meetings."
**Skill does**:
1. Checks: Is the device connected via Bluetooth? Is the app open during sync? Is there sufficient battery?
2. Walks through the standard troubleshooting: force-close app → re-pair device → check firmware update → manual sync from device storage
3. Notes that recordings are stored locally on 64GB and won't be lost — they just need to sync
**Result**: Step-by-step sync recovery with reassurance about data safety.

### Example 3: Building a transcript pipeline
**User says**: "I want to automatically push Plaud transcripts into Salesforce after each meeting."
**Skill does**:
1. Notes the official Developer API is in private beta — recommends contacting Plaud for access
2. As interim solution, suggests the unofficial `plaud-api` Python package for polling transcripts
3. Sketches architecture: poll recordings.list → fetch transcript → map to Salesforce Activity via REST API
4. Warns about unofficial API instability and recommends migrating to official API when available
**Result**: Pragmatic integration path with official API waitlist + unofficial interim.

## Troubleshooting

### Recording appears empty after a meeting
**Symptom**: Device showed it was recording (LED on), but the transcript is blank or nearly empty after sync
**Cause**: Touch controls may have stopped recording prematurely, or the microphone was obstructed (clothing, case). On NotePin, accidental double-tap stops recording.
**Solution**: Upgrade to NotePin S (physical button). Place the device microphone-side out (not against clothing). Check recording duration in app — if it's only a few seconds, the recording was stopped accidentally. Use the AutoFlow feature to get email confirmation when a recording completes.

### Bluetooth connection drops during sync
**Symptom**: "Plaud disconnected" notification, recordings stuck on device, app shows no new recordings
**Cause**: Bluetooth interference, phone battery optimization killing the app, or firmware mismatch
**Solution**: Keep the Plaud app in foreground during sync. Disable battery optimization for the Plaud app (Android) or enable Background App Refresh (iOS). Update firmware via app Settings → Device → Firmware Update. If persistent, forget the device in Bluetooth settings and re-pair.

### Phone call recording quality is poor
**Symptom**: VCS phone call recordings are muffled, one-sided, or have low volume
**Cause**: The Vibration Conduction Sensor needs direct contact with the phone's earpiece speaker area. Cases or screen protectors can dampen vibrations.
**Solution**: Place the Plaud device directly on the phone's earpiece (top edge, where the speaker is). Remove thi