CRM
Voice-note dictation to logged Salesforce activity
Transcribes a rep's dropped voice memo with ElevenLabs, structures it into a call summary with next steps, and logs it as a completed Task on the matching Salesforce contact.
How it runs
The automated pipeline, trigger to output.
- TriggerNew audio file in watched Dropbox folderDropbox
- ActionTranscribe recording with ElevenLabsElevenLabs
- ActionStructure transcript into call summary + next stepsOpenAI
- LogicMatch contact in Salesforce; branch on single vs ambiguous matchSalesforce
- OutputLog completed Task on the Salesforce contactSalesforce
What it does
Reps record a quick voice memo after a call and drop the audio file in a watched folder. This workflow transcribes the audio, turns the rambling note into a clean call summary with action items, finds the right Salesforce contact, and writes the whole thing back as a completed Activity (Task) so the CRM stays current without anyone typing.
When to use it
Use it when your field or phone reps spend more time updating Salesforce than selling, or when after-call notes never get logged because typing them is a chore. Best for teams that already capture audio on their phones.
How it works
- 1A new audio file lands in the watched Dropbox folder and triggers the run.
- 2ElevenLabs transcribes the recording to text.
- 3OpenAI rewrites the transcript into a structured summary: who was spoken to, topics, sentiment, and next steps.
- 4A logic step matches the contact in Salesforce by the name or account the rep mentioned.
- 5If a single contact matches, the workflow creates a completed Task on that record with the summary and due-dated follow-ups; ambiguous matches are flagged for manual linking.
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 SalesforceAccounts, opportunities, cases.
- 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.
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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.
14-day trial. No DevOps. No Sales call. Provisioned in under a minute.