Want one of your own? Plaud is the device this entire system runs on. It is the capture layer behind everything above.
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Paul Meyers runs PM Consulting Inc. in North Bay, Ontario without a human assistant by pairing a Plaud voice recorder with an AI Chief of Staff system. Every client meeting, contractor job-site visit, and drive-time call gets captured by Plaud, processed by AI, and turned into three automatic outputs: an updated CRM contact, a drafted follow-up email, and a permanent searchable record. This is the same AI automation approach PM Consulting builds for contractors through its AI Systems and 5-Pillar work, run on the agency itself.
Paul Meyers, AI Solutions Architect and founder of PM Consulting Inc. The system below is how the company keeps every commitment without dropping a single follow-up.
Ideas, client commitments, and next steps used to disappear the moment a meeting ended. The fix was never another notebook. It was capturing everything and letting AI do the processing.
A meeting ends. The next steps live in my head. By the time I am on to the next thing, half of them are gone.
A meeting ends. Plaud already captured it. Minutes later the CRM is updated, the follow-up is drafted, and the record is filed and searchable.
Plaud captures. AI processes. The business tools update themselves. Here is the flow that runs after every meeting, job-site visit, and call.
Worn into client meetings, contractor job-site walkthroughs, and drive-time calls. Nothing relies on memory anymore.
The Plaud transcript flows into an AI system built on Claude. It reads the conversation and decides what to do with it.
These are the actual jobs the system runs. Each one starts with a Plaud recording and ends with finished work, not a to-do list.
A 45-minute client call becomes a structured briefing with action items, decisions, and next steps, ready before I leave the parking lot.
A prospect call creates or updates the contact in GoHighLevel and drafts the follow-up email in my voice, with the right next step attached.
Walking a contractor's job site, I talk through what I see. Plaud captures it in noisy field conditions and the notes land in the project file cleanly organized.
Ideas that used to evaporate between meetings now get spoken into Plaud and filed as searchable notes, linked to the right project.
A Plaud connection wired into the automation environment, so a transcript can be pulled into a working AI session on command. No copy and paste.
The transcript-to-deliverable workflows are templated so they run the same way for every client across the agency, not one-off prompts.
Every captured conversation becomes a permanent, linked, searchable record. The memory of every client relationship lives outside my head.
Want one of your own? Plaud is the device this entire system runs on. It is the capture layer behind everything above.
Buy
Opens plaud.ai in a new tab.
This is the same AI automation PM Consulting builds for contractors and home service businesses. If you are tired of leads and follow-ups slipping through the cracks, Paul Meyers will walk through your specific situation live. Free. 20 minutes. No obligation.
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