CRM
Dictated lead intake that creates an enriched Attio person
Transcribes a voice memo describing a new lead met at an event, researches the company online, and creates a fully enriched Person and linked Company record in Attio.
How it runs
The automated pipeline, trigger to output.
- TriggerDictation file uploaded to DropboxDropbox
- ActionTranscribe memo with ElevenLabsElevenLabs
- ActionParse name, company, role, contextOpenAI
- ActionEnrich company via Exa web searchExa
- LogicDeduplicate against existing Attio recordsAttio
- OutputCreate enriched Attio Person linked to CompanyAttio
What it does
After a conference or networking event, a rep dictates everything they remember about a new contact. The workflow transcribes it, parses out name, company, and context, looks the company up on the web to fill gaps, and creates a complete Attio Person linked to its Company so a warm lead never gets lost on a napkin.
When to use it
Use it for event and field lead capture where details live in someone's head for days before they reach the CRM. Best when you want enrichment, not just raw dictation, on first touch.
How it works
- 1A new dictation file uploaded to Dropbox triggers the run.
- 2ElevenLabs transcribes the memo.
- 3OpenAI parses the person's name, company, role, and the conversation context into structured fields.
- 4An Exa web search enriches the company with website, industry, and size.
- 5A logic step deduplicates against existing Attio records to avoid creating a second copy.
- 6The workflow creates or updates the Attio Person and links it to the enriched Company record.
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 ExaNeural search across the web.
- 5Connect AttioReal-time CRM with structured data + powerful views.
- 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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Run it inside a business
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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