OTHER

Voice memo to structured field-service report in Monday

Transcribes a technician's voice memo, extracts a structured service report with OpenAI, and posts it to the matching job item in your Monday work tracker.

CategoryOther
Enginesim
Difficultyintermediate
Triggerevent
Steps6
Setup~15 min

How it runs

The automated pipeline, trigger to output.

  • TriggerNew voice memo added to Drive folderGoogle DriveGoogle Drive
  • ActionTranscribe audio with ElevenLabsElevenLabsElevenLabs
  • ActionExtract structured report fields with OpenAIOpenAI
  • LogicMatch job reference to a Monday item
  • ActionUpdate Monday item columnsmonday.com
  • OutputPost full report as a Monday item updatemonday.com

What it does

Field techs record a quick voice memo after a service call. This workflow transcribes it, pulls out the structured facts (job ID, site, work performed, parts used, follow-up needed), and writes them onto the correct job item in Monday — no manual data entry.

When to use it

Use it when technicians close out jobs by voice from the field and your dispatch team needs clean, structured records in Monday without retyping anything. Ideal for HVAC, electrical, plumbing, or equipment-service crews.

How it works

  1. 1A new voice memo lands in the watched Google Drive folder and triggers the run.
  2. 2ElevenLabs transcribes the audio to text.
  3. 3OpenAI extracts a structured report: job reference, site name, summary, parts used, labor time, and whether follow-up is required.
  4. 4A logic step matches the extracted job reference to an existing Monday item.
  5. 5The workflow updates that item's columns and posts the full report as an item update, so the job record reflects the visit instantly.

Set it up

What you configure once, before turning it on.

  1. 1
    Connect Google DriveDocs, sheets, slides, files.
  2. 2
    Connect ElevenLabsText-to-speech, voice cloning.
  3. 3
    Connect OpenAIModels, embeddings, files.
  4. 4
    Connect monday.comVisual work management for teams.
  5. 5
    Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
  6. 6
    Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
  7. 7
    Test, then turn it onRun once against a sample, confirm the output, then enable the trigger.

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