CRM
Slack voice clips transcribed onto Salesforce opportunities
Listens for voice clips shared in a Slack sales channel, transcribes them with ElevenLabs, and posts the text to the matching Salesforce opportunity, confirming back in the thread.
How it runs
The automated pipeline, trigger to output.
- TriggerVoice clip shared in Slack channelSlack
- LogicVerify audio and extract opportunity reference
- ActionTranscribe clip with ElevenLabsElevenLabs
- ActionAppend transcript to Salesforce opportunitySalesforce
- OutputReply in Slack thread with confirmation linkSlack
What it does
When a rep uploads a voice clip to your sales Slack channel and mentions a deal, this workflow transcribes the clip with ElevenLabs and writes the result to the matching Salesforce opportunity as a chatter post or note. It then replies in the Slack thread with a confirmation link so the rep knows it landed.
When to use it
Use it when Slack is where your team already lives and reps want to dictate a quick update between meetings without opening Salesforce. The thread confirmation keeps everyone honest that the note actually saved.
How it works
- 1A file-shared event in the designated Slack channel triggers the run.
- 2A logic step confirms the file is audio and extracts the opportunity reference from the message text.
- 3The audio is sent to ElevenLabs and a transcript comes back.
- 4The workflow looks up the Salesforce opportunity and appends the transcript.
- 5A confirmation reply with the record link is posted back into 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 SalesforceAccounts, opportunities, cases.
- 4Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 5Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 6Test, 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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