SALES
Voice-note enriched account brief with web research
Transcribes a rep's voice memo, researches the mentioned account on the web for fresh signals, merges both into an enriched account brief.
How it runs
The automated pipeline, trigger to output.
- TriggerVoice memo via capture webhookHTTP webhook
- ActionTranscribe with ElevenLabsElevenLabs
- ActionExtract account and meeting summaryOpenAI
- ActionResearch recent account signalsPerplexity
- ActionMerge into enriched account briefOpenAI
- OutputLog brief as Attio activityAttio
What it does
A rep's memo tells you what happened in the room; this workflow adds what's happening outside it. After transcribing the memo and identifying the account, it pulls recent public signals (news, funding, hiring) via Perplexity, blends the rep's notes with that intel into a forward-looking account brief, and logs it to Attio so the next call starts informed.
When to use it
For strategic accounts where the next conversation should reference recent developments, not just the last meeting. Best when reps benefit from context they wouldn't gather themselves.
How it works
- 1The rep posts a memo through the capture webhook.
- 2ElevenLabs transcribes the audio.
- 3OpenAI extracts the account name and meeting summary.
- 4Perplexity researches recent public signals about that account.
- 5OpenAI merges the memo and research into an enriched account brief with suggested talking points.
- 6The brief is logged as an Attio activity on the company record.
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 PerplexitySearch-grounded answers with citations.
- 5Connect AttioReal-time CRM with structured data + powerful views.
- 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.
14-day trial. No DevOps. No Sales call. Provisioned in under a minute.