SALES
Uploaded Recording to Attio Contact Enrichment
Watches a Google Drive folder for uploaded call recordings, transcribes and summarizes them, and enriches the matching Attio person and company records with the call insights.
How it runs
The automated pipeline, trigger to output.
- TriggerNew recording in Drive folderGoogle Drive
- ActionDownload and transcribeOpenAI
- ActionExtract contact and company intelOpenAI
- LogicResolve or create Attio recordsAttio
- ActionWrite fields and append noteAttio
- OutputPost enrichment digestSlack
What it does
Handles call recordings that come from outside Zoom — phone calls, in-person meetings, or third-party dialers dropped into a shared Drive folder. It transcribes each file, extracts contact and company intel, and updates the right Attio records.
When to use it
Use it when not every sales conversation happens on a connected video platform but you still want those calls reflected in your CRM. Drop the audio in a folder and the record updates itself.
How it works
- 1A new file landing in the watched Google Drive folder triggers the flow.
- 2The file is downloaded and sent to OpenAI for transcription.
- 3A second OpenAI step extracts contact details, role, pain points, and a one-line call summary.
- 4A logic step resolves the person and company in Attio, creating them if they don't exist.
- 5It writes the enrichment fields and appends the summary as a note on both records.
- 6It posts a digest of what was enriched to the team channel.
Set it up
What you configure once, before turning it on.
- 1Connect Google DriveDocs, sheets, slides, files.
- 2Connect OpenAIModels, embeddings, files.
- 3Connect AttioReal-time CRM with structured data + powerful views.
- 4Connect SlackChannels, DMs, threads, mentions.
- 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 this workflow in your colony.
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