Turn Plaud transcripts into Asana tasks

By General Input

When Plaud finishes a meeting recording, an agent pulls out every real commitment and files it as an assigned Asana task with the right owner and due date.

Integrations

  • Plaud
  • Asana

Type

Agentic Task

Categories

  • Operations
  • Personal Productivity

Build an agent workflow that turns finished Plaud meeting transcripts into assigned Asana tasks for every real action item.

Trigger: a Plaud webhook on the audio_transcribe.completed event. Only proceed when the workflow status is SUCCESS. Ignore FAILURE and REVOKED events.

Steps the agent should take:

1. Call Plaud Get Workflow Result using the workflow id from the webhook payload to pull the full transcript and any speaker labels.

2. Read the transcript and identify discrete action items. An action item must be a concrete deliverable with a verb and an outcome. Skip filler commitments like 'we should circle back sometime,' 'let's keep thinking about this,' or generic agreement. For each action item, capture: the action itself, the owner mentioned (spoken name), any explicit due date language such as 'by Friday' or 'before the QBR,' and the surrounding sentence or two of context that explains why this task exists.

3. Resolve owners to Asana users. Call Asana Get Users in a Workspace once to build a name-to-gid lookup for the configured workspace. Match each spoken name to a workspace user by first name, full name, or obvious nickname. If there is no confident match, leave the assignee blank instead of guessing.

4. For each kept action item, call Asana Create a Task in a pre-configured project (project gid is a config input). Set: name to a short imperative version of the action; notes to the surrounding context plus a quoted snippet from the transcript on its own line, prefixed with a quote marker; assignee to the matched Asana user gid when available; due_on to the resolved calendar date when a due date was clearly stated, otherwise leave it unset.

5. If no action items qualify, exit cleanly without creating anything.

Configuration inputs the workflow should expose: the Asana workspace gid, the destination Asana project gid, and an optional list of name aliases (for cases like 'Alex' meaning Alexandra Smith).

Quality bar: never invent a due date that was not stated. Never invent an assignee. One Asana task per real commitment, no duplicates inside the same transcript. The goal is that nothing actionable from a meeting is lost just because no one re-reads the transcript.

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