1Master copy
The blank provisioning checklist (.docx). Saved on this device so you only load it once.
2Plaud summary
Upload the exported summary or transcript (.txt, .md, .docx, .pdf, .srt). Not stored.
Load both files to continue.
3Review
Check anything amber or red. Edit any value; every change goes into the downloaded document.
4Next steps — chase list
5Download
Writes the values into a copy of your master document. The master itself isn’t changed.