CRM
Voice memo that updates the HubSpot deal stage and notes
Listens for a posted voice memo, transcribes it, extracts the deal name and any stage change the rep mentions, and updates the HubSpot deal with a timeline note and new stage.
How it runs
The automated pipeline, trigger to output.
- TriggerVoice memo posted to Slack channelSlack
- ActionTranscribe audio with ElevenLabsElevenLabs
- ActionExtract deal name, target stage, follow-upsOpenAI
- LogicValidate deal + stage in HubSpot; reject unmatchedHubSpot
- ActionUpdate deal stage and add timeline noteHubSpot
- OutputConfirm change in the Slack threadSlack
What it does
A rep speaks an update like "Acme is moving to contract review, send pricing Friday." The workflow transcribes it, pulls out which deal it refers to and what changed, then advances the HubSpot deal stage and appends a note to the deal timeline. Pipeline stays live in the rep's own words.
When to use it
Use it for pipeline hygiene when deal stages lag reality because reps won't open HubSpot between meetings. Ideal for outside sales who talk far more than they type.
How it works
- 1The rep posts a voice memo to a dedicated Slack channel, which triggers the run.
- 2ElevenLabs transcribes the audio attachment.
- 3OpenAI extracts the deal name, the intended stage, and any follow-up commitments as structured fields.
- 4A logic step confirms the deal exists in HubSpot and that the requested stage is valid for the pipeline; invalid or unmatched updates are rejected back to Slack.
- 5The workflow updates the deal stage and writes a timeline note, then confirms the change in the Slack thread.
Set it up
What you configure once, before turning it on.
- 1Connect SlackChannels, DMs, threads, mentions.
- 2Connect ElevenLabsText-to-speech, voice cloning.
- 3Connect OpenAIModels, embeddings, files.
- 4Connect HubSpotCRM, deals, marketing, support.
- 5Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 6Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 7Test, then turn it onRun once against a sample, confirm the output, then enable the trigger.
More CRM workflows
Spin up a Monday handoff board for a departing rep's deals
When a rep is deactivated in Salesforce, this creates a Monday.com board with one item per open opportunity so the manager can manually triage and assign each handoff.
Dormant Account Check-In Call Scheduler
On the anniversary of an account's last touch, books a tentative check-in call on the owner's Google Calendar and emails the contact a scheduling invite.
Daily orphaned-opportunity sweep with manager Slack digest
Each morning this scans Salesforce for open opportunities owned by inactive users and posts a per-manager digest in Slack listing the orphaned deals that need a new owner.
Reassign a departed rep's open pipeline by territory
When a Salesforce user is deactivated, this finds all of their open opportunities and reassigns each one to the active rep who owns its territory, then logs the moves.
Escalate opportunities still owned by an inactive rep after grace period
Checks daily for open opportunities that have stayed with an inactive owner past a grace window and escalates each to the regional director by email and Slack with deal context.
AI-Personalized Dormant Account Win-Back
On a dormancy anniversary, an agent researches the account's history and recent public signals, drafts a genuinely personalized win-back email.
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.
14-day trial. No DevOps. No Sales call. Provisioned in under a minute.