SALES
Daily rollup of voice-note activity to Attio and Slack
On a daily schedule, transcribes every voice memo captured that day, logs each as an Attio activity.
How it runs
The automated pipeline, trigger to output.
- TriggerDaily end-of-day schedule
- ActionCollect today's memos from DropboxDropbox
- ActionTranscribe each memo with ElevenLabsElevenLabs
- ActionStructure and log each to AttioAttio
- ActionCompose consolidated field digestOpenAI
- OutputPost digest to sales Slack channelSlack
What it does
Instead of reacting to each memo in real time, this workflow batches the day's field recordings. It transcribes all memos captured since the last run, logs each one as a structured Attio activity, and assembles a single digest summarizing who met whom, key outcomes, and aggregate next steps for the team channel.
When to use it
When leadership wants one clean end-of-day pulse on field activity rather than a stream of individual pings. Good for distributed teams that report out at day's end.
How it works
- 1A daily schedule fires at end of business.
- 2The workflow collects all voice memos added to the Dropbox folder that day.
- 3ElevenLabs transcribes each one.
- 4OpenAI structures each memo and logs it as an Attio activity on its company.
- 5OpenAI composes a single rollup digest across all memos.
- 6The digest is posted to the sales team Slack channel.
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.
- 5Connect SlackChannels, DMs, threads, mentions.
- 6Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 7Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 8Test, 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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