CRM
Daily Voicemail Digest to Attio with Logged Activities
On a schedule, pulls the day's stored voicemail recordings, transcribes and summarizes each, logs them as activities on the matching Attio records.
How it runs
The automated pipeline, trigger to output.
- TriggerDaily schedule fires
- ActionPull the day's voicemail recordings from DropboxDropbox
- ActionTranscribe each recording with ElevenLabsElevenLabs
- ActionSummarize and rank by callback priorityOpenAI
- ActionLog activity on matching Attio recordAttio
- OutputEmail ranked digest to the teamGmail
What it does
Instead of reacting to each voicemail, this batch workflow processes the whole day's messages at once. It transcribes every recording, attaches a summary to the right Attio person or company record, and sends one ranked digest email so the team starts the next day with a clean call list.
When to use it
For low-to-medium volume lines where real-time paging is overkill but logging matters. Use it when you want CRM hygiene and a morning callback list rather than constant interruptions.
How it works
- 1A daily schedule fires (e.g., 7am).
- 2The flow pulls the day's voicemail recordings stored in Dropbox.
- 3ElevenLabs transcribes each recording in the batch.
- 4OpenAI summarizes each message and ranks it by callback priority.
- 5Each voicemail is logged as an activity on the matching Attio record, creating a person record if needed.
- 6Gmail sends the team a single ranked digest with summaries and record links.
Set it up
What you configure once, before turning it on.
- 1Connect DropboxFiles and folders.
- 2Connect ElevenLabsText-to-speech, voice cloning.
- 3Connect OpenAIModels, embeddings, files.
- 4Connect AttioReal-time CRM with structured data + powerful views.
- 5Connect GmailRead, draft, send, label.
- 6Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 7Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 8Test, then turn it onRun once against a sample, confirm the output, then enable the trigger.
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This workflow drops into a full company template. Import the org, and this is one of the playbooks its agents run.
Run this workflow in your colony.
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