SALES
Voice-note risk scoring with Slack escalation
Transcribes a post-meeting voice memo, scores deal risk from the language used, always logs the recap to Attio.
How it runs
The automated pipeline, trigger to output.
- TriggerNew voice memo in DropboxDropbox
- ActionTranscribe with ElevenLabsElevenLabs
- ActionSummarize and score deal riskOpenAI
- ActionLog recap to Attio companyAttio
- LogicBranch on risk level
- OutputAlert sales manager in Slack if at riskSlack
What it does
Every rep memo becomes an Attio activity, but this workflow adds a judgment layer: OpenAI reads the transcript for risk signals (budget freezes, new competitors, ghosting, champion left) and assigns a risk level. Healthy deals are logged quietly; at-risk deals trigger a Slack alert to the manager with the reason and the affected record.
When to use it
When managers can't read every call note but need early warning on slipping deals. Turns routine field memos into a triage feed without manual review.
How it works
- 1A new audio file in the Dropbox folder starts the run.
- 2ElevenLabs transcribes the memo.
- 3OpenAI summarizes the call and assigns a risk level with a reason.
- 4The recap is always logged as an Attio activity on the company.
- 5A logic branch checks the risk level.
- 6If risk is medium or high, a Slack alert goes to the manager channel; otherwise the run ends.
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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