SALES
Voice-note next-step extraction to owner task routing
Transcribes a rep's voice memo, pulls out every committed next step with its owner and due date, logs the call in Attio.
How it runs
The automated pipeline, trigger to output.
- TriggerVoice memo posted via webhookHTTP webhook
- ActionTranscribe audio with ElevenLabsElevenLabs
- ActionExtract next steps, owners, and due datesOpenAI
- ActionLog call summary to Attio companyAttio
- OutputCreate assigned, dated tasks in AsanaAsana
What it does
Reps often promise three things in a meeting and forget two. This workflow listens to the voice memo, isolates each concrete commitment ("send the security doc by Friday", "loop in their CTO"), determines who owns it, writes the call summary to Attio, and opens a dated Asana task per commitment assigned to the correct owner.
When to use it
When follow-through is the bottleneck, not note-taking. Ideal for teams where one meeting spawns work across multiple people and dropped next steps cost deals.
How it works
- 1The rep submits a voice memo through a webhook from the mobile capture form.
- 2ElevenLabs transcribes the audio.
- 3OpenAI extracts a list of next steps, each with owner, action, and due date.
- 4The call summary is logged as an activity on the Attio company.
- 5For each next step, an Asana task is created, assigned, and dated.
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.
- 5Connect AsanaTasks, projects, milestones — everywhere.
- 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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