Plaud client call to Gmail follow-up and calendar invite

Build an agent workflow that turns a finished Plaud client call into a personalized Gmail follow-up draft and, when appropriate, a proposed Google Calendar event for the next meeting.

Trigger: a Plaud webhook for audio_transcribe.completed. The webhook payload includes the workflow id and final status. The workflow should only proceed when the status is SUCCESS.

Step 1. Call Plaud Get Workflow Result with the workflow id from the webhook to pull the full transcript and any AI summary that was generated. If the workflow status is not SUCCESS, log it and stop without drafting anything.

Step 2. Read the transcript and summary and identify the client. Pick out the client's name and email address from the conversation context (introductions, signatures read aloud, scheduling exchanges). If you cannot find a confident email address, leave the recipient blank in the draft so I can fill it in. Do not guess or fabricate an address.

Step 3. Draft a personalized follow-up email. It must reference the specific pain points, decisions, and commitments that came up on the call. No generic templates. The tone should match a normal post-meeting follow-up from me to a client: warm, specific, and short. Include a clear list of next steps and any commitments I made. Use Gmail Create a Draft to save it in my Gmail account. Never send it automatically.

Step 4. Check whether the call included a clear next meeting (for example, "let's reconnect Thursday at 2" or "how about next Tuesday morning"). If yes, use Google Calendar Create Event on my primary calendar with the proposed date and time, the client added as an attendee with the email you identified, a short title like "Follow-up: [topic]", and a brief description pulled from the transcript explaining what we agreed to discuss. If the time is ambiguous or no clear next meeting was discussed, skip this step entirely and do not create an event.

Hard rules: drafts and unconfirmed events only, never auto-send the email, never invent a recipient email, never invent a meeting time, and never create calendar events for internal-only chatter. I want final say on everything that leaves my mailbox or hits my calendar.