CRM

Voicemail Callback Request to Auto-Scheduled Meeting

Detects callback requests in voicemail transcripts, extracts the requested time window, books a tentative slot on the rep's Google Calendar.

CategoryCRM
Enginesim
Difficultyadvanced
Triggerwebhook
Steps6
Setup~25 min

How it runs

The automated pipeline, trigger to output.

  • TriggerVoicemail recording received via webhookHTTP webhook
  • ActionTranscribe voicemail with ElevenLabsElevenLabsElevenLabs
  • ActionDetect callback request and extract time windowOpenAI
  • LogicBranch: callback request vs. other
  • ActionBook tentative slot on Google CalendarGoogle CalendarGoogle Calendar
  • OutputCreate confirm-this-time Task in SalesforceSalesforce

What it does

When a caller leaves a voicemail asking for a callback at a specific time, this workflow reads that intent out of the transcript, finds an open slot on the rep's calendar near the requested window, books a tentative hold, and logs the whole thing in Salesforce. The rep just confirms.

When to use it

For inbound lines where prospects propose callback times ("call me back tomorrow afternoon"). Use it to kill phone tag and convert vague voicemail requests into concrete, on-calendar appointments.

How it works

  1. 1A voicemail recording arrives at the webhook.
  2. 2ElevenLabs transcribes the message.
  3. 3OpenAI detects whether it's a callback request and extracts the preferred time window and timezone.
  4. 4A branch skips non-callback messages; callback requests continue.
  5. 5A tentative event is booked on the rep's Google Calendar nearest the requested window.
  6. 6A Salesforce Task is created on the matched record with the transcript and the proposed time, flagged for the rep to confirm.

Set it up

What you configure once, before turning it on.

  1. 1
    Connect ElevenLabsText-to-speech, voice cloning.
  2. 2
    Connect OpenAIModels, embeddings, files.
  3. 3
    Connect Google CalendarEvents, attendees, availability.
  4. 4
    Connect SalesforceAccounts, opportunities, cases.
  5. 5
    Connect HTTP webhookTrigger any URL on agent actions.
  6. 6
    Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
  7. 7
    Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
  8. 8
    Test, then turn it onRun once against a sample, confirm the output, then enable the trigger.

Run this workflow in your colony.

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