SALES
Field voice-note to structured Attio activity log
Transcribes a sales rep's voice memo with ElevenLabs, parses it into who/what/next-step fields, and writes a structured activity log entry on the matching Attio company record.
How it runs
The automated pipeline, trigger to output.
- TriggerNew audio file in Dropbox intake folderDropbox
- ActionTranscribe voice memo with ElevenLabsElevenLabs
- ActionExtract company, summary, sentiment, next stepOpenAI
- ActionMatch company record in AttioAttio
- OutputWrite structured activity log to Attio recordAttio
What it does
A field rep records a 30-second voice memo after a meeting and drops the audio file in a watched folder. This workflow transcribes it, extracts the customer name, what was discussed, sentiment, and the next step, then logs a clean, structured activity note against the correct Attio company.
When to use it
For outside sales teams who refuse to type CRM notes in the car. Replaces the black hole between a great meeting and a stale, empty Attio record. Run it whenever reps capture audio in the field instead of writing notes.
How it works
- 1A new audio file landing in the Dropbox intake folder triggers the run.
- 2ElevenLabs transcribes the recording to text.
- 3OpenAI extracts structured fields: company name, contacts, discussion summary, sentiment, and next step.
- 4The workflow searches Attio for the company matching the extracted name.
- 5A formatted activity log entry is written to that company's record with the summary and next step.
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 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.
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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.