SALES
Voice-note new-contact capture into Attio
Transcribes a rep's voice memo, detects whether the mentioned contact already exists in Attio, creates the person and links them to a company if new.
How it runs
The automated pipeline, trigger to output.
- TriggerVoice memo via mobile capture webhookHTTP webhook
- ActionTranscribe with ElevenLabsElevenLabs
- ActionExtract named contacts and summaryOpenAI
- ActionSearch Attio for each contactAttio
- LogicCreate new person records, reuse existing
- OutputLog meeting activity linked to contactsAttio
What it does
Reps meet new people constantly and rarely add them to the CRM. This workflow extracts every person named in a voice memo, checks Attio for each, creates missing person records linked to the right company, and then logs the meeting activity referencing those contacts.
When to use it
When your Attio person data is thin because reps only log the deal, not the people. Best for relationship-heavy, multi-stakeholder sales where knowing the org chart matters.
How it works
- 1The rep submits a memo via the mobile capture webhook.
- 2ElevenLabs transcribes the audio.
- 3OpenAI extracts named contacts with title and company plus the meeting summary.
- 4For each contact, the workflow searches Attio.
- 5A logic branch decides per contact: existing records are reused, missing ones are created and linked to the company.
- 6The meeting summary is logged as an Attio activity referencing the contacts.
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.
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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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