Resources

Everything you need

to succeed with Plumlly.

Guides, tutorials, templates and best practices to help you get the most out of AI-powered scheduling.

Getting Started

Featured guides

Getting Started

Getting started with Plumlly in 10 minutes

Everything you need to know to set up your account, connect your calendar and book your first meeting.

5 min readRead guide →

AI Features

How AI meeting notes work

A deep dive into how Plumlly transcribes, summarizes and extracts action items from your meetings automatically.

8 min readRead guide →

AI Features

Voice booking — complete guide

Learn how to book any type of meeting just by speaking. Tips, tricks and example commands to get started.

6 min readRead guide →

Integrations

Connecting Plumlly to your CRM

Step-by-step guide to integrating Plumlly with HubSpot, Salesforce and Pipedrive for automatic contact and note sync.

10 min readRead guide →

Best Practices

The perfect meeting preparation checklist

How to use Plumlly AI prep features to walk into every meeting confident, prepared and ready to close.

7 min readRead guide →

Best Practices

Team scheduling best practices

How to set up shared booking pages, manage team availability and use round-robin routing for your sales team.

9 min readRead guide →

Video tutorials

Learn visually with step-by-step walkthroughs

Setting up your first booking page

Watch how to create and customize your Plumlly booking page in under 3 minutes.

Using AI meeting notes

See how Plumlly automatically transcribes and summarizes your meetings from start to finish.

Voice booking walkthrough

Book a complete meeting using only your voice — a full demonstration from start to confirmed invite.

Popular templates

View all →

Client Discovery Call

Video

First meeting with new clients including AI brief and needs assessment.

Used 2.4k timesUse template →

Quick Check-in

Phone

15 minute catch-up with auto talking points and instant follow-up.

Used 3.1k timesUse template →

Weekly Team Standup

Team

Recurring standup with sprint tracking and action item assignment.

Used 1.8k timesUse template →

From the blog

Read all articles →

Insights, tips, and product news from the Plumlly team.

AI FeaturesMay 8, 2026

How AI Meeting Notes Save Professionals 5+ Hours Every Week

Discover how Plumlly automatically captures meeting insights, action items, and follow-ups without manual note taking.

Sarah Johnson

6 min read

Best PracticesMay 5, 2026

The Science of Scheduling: When Meetings Get the Highest Response Rates

Learn the best times to schedule meetings and increase booking acceptance rates based on data from 840,000 Plumlly meetings.

David Chen

4 min read

ProductApr 28, 2026

The Complete Guide to Voice Scheduling with Plumlly

Book meetings using natural language and let AI handle availability, invitations, and reminders — completely hands-free.

Maya Rodriguez

5 min read

IntegrationsApr 20, 2026

Connect Salesforce and HubSpot to Automate Your Meeting Workflow

Automatically sync contacts, meeting notes, and follow-up actions between Plumlly and your CRM without lifting a finger.

Mark Chen

7 min read

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