PLAUD.AI

Overview

PLAUD.AI is an AI-native hardware and software company that transforms real-world conversations into actionable insights.
During my internship, I led user research and contributed to the development of key web and app features for PLAUD’s platform. My work focused on two initiatives: improving the template selection flow and launching a flexible meeting summary template to enhance the overall summarization experience.

Impact

91.67%

Autopilot Template User Satisfaction Rate
(9% above average)

1

Role

Product Design & Management Intern

50.68%

2

Autopilot Template
Summary Sharing Rate

Team

PLAUD.AI Product Team
(Product Lead, Product Manager, UX Researcher,
2 UX Designers)
PLAUD.AI Marketing Team

Duration

May - August, 2024
(10 weeks)

Tools

~30%

Increase in Template Selection Flow
User Satisfaction Rate

~50%

Reduction in
Selection Steps

The Problem

User feedback revealed two recurring pain points:

Current templates failed to support varied meeting formats.

The template selection process was inefficient and frustrating for users.

Thus, the team decided on two opportunities:

How might we support users who run different types of meetings beyond what existing templates cover?

How might we reduce the cognitive load users face when selecting a template that fits their recording?

Figma
FigJam
Notion

Feishu
GPT-4o

The Solutions

1

Autopilot System:
Automating Template Matching

An intelligent system that automatically categorizes recordings and selects the most appropriate template. When no match is found, it defaults to a new, flexible meeting summary template I designed to handle edge cases.

2

Manual Template Selection
Flow Upgrade

A reworked selection experience that reduces decision fatigue by streamlining the flow and improving the clarity of template options through redesigned thumbnails.

PLAUD Web Version

PLAUD App Version

*High-fidelity prototypes are created in collaboration with a UX designer.

Design Process

Project 1

AutoPilot System

  • Context

At the start of the project, the PM identified 2 usability issues in the existing template selection flow:

Users were required to complete 2 separate selection steps before generating a summary, creating unnecessary friction.

The interface lacked visual cues to help users distinguish between templates within the same category, making it harder to choose the most suitable one.

Specific Goals:

01

- The number of taps before summary generation

Metrics

Step 1: Choose language and distinguish speaker mode

02


+ Clarity and usefulness of template thumbnails

Step 2: Choose the summary template

03

Surface new templates without disrupting user flow

Optional: Tap the thumbnails of the templates for details

04

Ensure smooth flow for new and returning users