CRM
Mobile voice notes transcribed, summarized, and synced to Attio with follow-ups
Receives a voice note via webhook, transcribes it with ElevenLabs, uses an agent to extract next steps and sentiment.
How it runs
The automated pipeline, trigger to output.
- TriggerVoice note posted to webhookHTTP webhook
- ActionTranscribe audio with ElevenLabsElevenLabs
- ActionExtract summary, sentiment, next stepsOpenAI
- ActionAppend summary to matching Attio recordAttio
- OutputCreate follow-up task on Attio recordAttio
What it does
A mobile shortcut or recorder posts a voice note to a webhook. ElevenLabs transcribes it, then an agent reads the transcript to pull out a short summary, the deal sentiment, and any committed next steps. All of that is written to the matching Attio person or deal record, and any next step becomes a dated follow-up task.
When to use it
Use it when raw transcripts aren't enough and you want structured intelligence from each call: what happened, how it felt, and what's owed. Good for relationship-led sales teams running on Attio.
How it works
- 1A voice note arrives at the HTTP webhook endpoint and triggers the run.
- 2The audio payload is transcribed by ElevenLabs.
- 3An agent step extracts a summary, sentiment, and explicit next steps from the transcript.
- 4The workflow resolves the Attio record from the caller metadata and appends the summary note.
- 5If a next step exists, a follow-up task is created on that Attio record.
Set it up
What you configure once, before turning it on.
- 1Connect HTTP webhookTrigger any URL on agent actions.
- 2Connect ElevenLabsText-to-speech, voice cloning.
- 3Connect OpenAIModels, embeddings, files.
- 4Connect AttioReal-time CRM with structured data + powerful views.
- 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
Backfill Intercom conversation topics onto stale HubSpot contacts
Finds HubSpot contacts with no recent Intercom topic, pulls their conversation history from Intercom, classifies the dominant topic with OpenAI.
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.
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.
Dormant Account Anniversary Re-engagement Email
Each day, finds Attio accounts whose last activity was exactly N months ago and sends each owner's contact a personalized re-engagement email from Gmail.
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.
Weekly Dormant-Anniversary Cohort Digest
Every week, groups dormant Attio accounts by which last-touch anniversary they hit that week, builds a prioritized digest.
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.