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What you can do with Plutio + Loom
Every time someone records a Loom video, the recording details flow into Plutio automatically. You stop copying links between apps, forwarding video emails, and manually creating tasks from client feedback recordings.
New recording creates a Plutio task
When a Loom recording finishes, Zapier creates a task in Plutio with the video title as the task name and the Loom link in the description. Client feedback, internal walkthroughs, and bug reports all become trackable tasks without manual data entry. The task appears in the right project because Zapier maps the recording to a specific Plutio project based on rules you define.
Share video walkthroughs in project conversations
Paste Loom links into Plutio project conversations so the video context stays attached to the project. When a designer records a walkthrough explaining a layout decision, the recording lives in the same conversation thread as the client's original brief, the contract, and the invoice. Team members reviewing the project months later can watch the original walkthrough without searching through email.
Create tasks from client video feedback
Clients who prefer recording their feedback over writing long emails can send Loom videos that automatically become Plutio tasks. Each video becomes a separate task with the recording link, so you can assign the feedback to team members, set deadlines, and track completion. Revision requests stop falling through the cracks because every recording creates a documented, assignable task.
Embed Loom links in proposals and contracts
Add Loom walkthrough links to Plutio proposals to explain pricing, scope, or process before a client signs. A 3-minute video walking through a proposal converts at higher rates than a text-only document because clients see exactly what they are paying for. The video stays embedded in the proposal, so clients can rewatch the explanation any time before accepting.
Record onboarding guides for new clients
Create Loom videos that walk new clients through their Plutio portal, showing them how to view project progress, approve deliverables, and check invoices. Link the onboarding videos to the client's project in Plutio so the guides stay accessible long after the initial kickoff call. New team members on the client side can watch the same onboarding videos without scheduling another call.
Log video-based bug reports as tasks
When a client records a Loom showing a bug or issue with a deliverable, Zapier creates a task in Plutio with the video link and a timestamp. Developers and designers watch the exact steps the client took, which eliminates the back-and-forth of asking "can you show me what you mean?" and reduces the time from bug report to fix.
How do I turn Loom recordings into Plutio tasks?
Create a Zapier workflow that watches for new Loom recordings and creates a corresponding task in Plutio with the video link, title, and creator name.
The workflow monitors your Loom workspace for new recordings. When someone finishes recording, Zapier pulls the video title, the shareable link, the recording duration, and the creator's name. Zapier then creates a task in Plutio using that information. The task name matches the Loom video title, and the task description includes the clickable Loom link so anyone assigned to the task can watch the recording immediately.
You can add Zapier filters to control which recordings create tasks. For example, only recordings with "feedback" or "review" in the title create tasks, while casual internal recordings do not. Filters prevent your task list from filling up with every quick screen share recorded in your organization.
Start with a single workflow that creates tasks from all new recordings. After a week, review which recordings generated useful tasks and add filters to exclude the rest.
Fields to map from Loom to Plutio
- Video title becomes the task name in Plutio
- Shareable link goes into the task description so team members can watch
- Creator name helps you identify who recorded the video
- Recording duration lets you estimate how long a review will take
- Created date sets the task creation timestamp for tracking
How do I collect client video feedback through Loom?
Give clients access to Loom's free plan, ask them to record feedback as screen recordings, and let Zapier turn each recording into a Plutio task with the video link attached.
Clients who struggle to describe visual issues in writing often find recording their screen faster and clearer. A client can open Loom, hit record, click through the design while talking about what they want changed, and stop recording. The video generates a shareable link automatically. Zapier detects the new recording and creates a task in Plutio within minutes.
The task includes the Loom link in the description, so the designer or developer assigned to the task watches exactly what the client saw and heard. Misunderstandings drop because the feedback is visual, not written. The client does not need to describe "that button on the right side of the second section" in text because the video shows exactly which button they mean.
Video feedback reduces revision cycles because designers see exactly what the client sees, rather than interpreting written descriptions that often miss key details.
Setting up client video feedback
- Share Loom's free plan with your client so they can record 25 videos up to 5 minutes each at no cost
- Create a naming convention like "Feedback - [Project Name]" so Zapier can route recordings to the correct Plutio project
- Add a Zapier filter to only create tasks from recordings that match your naming pattern
- Assign feedback tasks to the team member responsible for that project automatically using Zapier's built-in mapping
How do I connect Plutio to Loom?
Use Zapier to connect Plutio and Loom. Choose what event in Loom starts the sync (like a new recording), choose what happens in Plutio (like creating a task), map the data fields between both apps, and activate the connection.
Zapier watches for changes in Loom and pushes updates to Plutio. When someone finishes a recording in Loom, Zapier detects the new video and creates or updates the matching task in Plutio with the video link, title, and other details you mapped.
Step by step
- Step 1: Decide which Plutio project will receive the Loom tasks. If you want recordings routed to different projects, you will create one Zapier workflow per project or use Zapier's lookup feature to match recordings to projects dynamically.
- Step 2: In Zapier, create a new workflow. Choose Loom as the starting app and select "New Recording" as the trigger event.
- Step 3: Choose Plutio as the destination app. Select "Create Task" as the action. Connect your Plutio account when Zapier asks.
- Step 4: Map the Loom fields to Plutio task fields. Set the video title as the task name, the shareable link as the task description, and pick the target project.
- Step 5: Test the workflow by recording a short Loom video, then check that the task appears in Plutio with the correct link and title. Activate the workflow once the test passes.
Tip: Start with one workflow that sends all recordings to a single project. Once that works reliably, add filters or lookup steps to route recordings to different projects based on the video title or creator.
How much does Plutio + Loom + Zapier cost?
Loom, Zapier, and Plutio all offer free tiers or trials. You can test the Plutio-Loom connection without paying anything upfront.
Loom pricing
Loom's free plan (called Starter) includes 25 videos with a maximum length of 5 minutes each. Most freelancers recording quick walkthroughs and feedback clips stay within this limit for months. When you need longer recordings or more than 25 videos, the Business plan costs $15 per user per month and removes all video limits. Enterprise pricing requires contacting Loom directly.
Zapier pricing
Zapier's free plan includes 100 workflow runs per month with 15-minute check intervals. A "run" happens each time Zapier detects a new Loom recording and creates a Plutio task. If you record 20 videos per month, you use 20 of your 100 free runs. Paid plans start at $29.99 per month for 750 runs and 2-minute intervals.
Plutio pricing
Plutio offers a 7-day free trial with access to all features. After that, Core plan costs $19 per month and Pro plan for teams costs $49 per month.
Bottom line: Most freelancers start free on all three platforms. Loom's free plan covers 25 recordings, Zapier's free plan handles 100 syncs, and Plutio's trial gives you 7 days to test the full workflow. Upgrade only when you hit limits.
What if my Loom sync breaks?
Check Zapier's task history first because the log shows exactly which sync failed, when the failure happened, and what error message Loom or Plutio returned.
Most sync problems come from authentication expiring or field mapping errors. If you changed your Loom password or revoked Zapier's access to Loom, the connection breaks until you re-authorize the app in Zapier's settings.
Common issues and fixes
- Tasks not appearing: Verify that the Zapier workflow is turned on. Workflows turn off automatically after repeated errors. Check the error log, fix the root cause (usually an expired connection), and reactivate the workflow.
- Wrong project assignment: Review the field mapping in Zapier. If you changed a project name in Plutio, update the Zapier workflow to match the new name so recordings route to the correct project.
- Duplicate tasks from one recording: Check whether you have multiple Zapier workflows watching the same Loom trigger. Disable duplicates and keep only one active workflow per trigger type.
- Sync delay: Free Zapier checks for new recordings every 15 minutes. If you need tasks to appear faster, upgrade to a paid Zapier plan for 1-2 minute intervals. You can also manually trigger a check by clicking "Run" in Zapier's workflow editor.
Disconnecting the Zapier workflow does not delete tasks already created in Plutio. Everything synced before the disconnection stays in your project. Reconnect anytime and syncing resumes from where the workflow left off.
