OTHER
Triage warranty claims from field voice memos into Monday
Transcribes a field voice memo, uses OpenAI to detect whether it describes a warranty or defect issue.
How it runs
The automated pipeline, trigger to output.
- TriggerNew voice memo in Drive folderGoogle Drive
- ActionTranscribe audio with ElevenLabsElevenLabs
- ActionExtract report and warranty determination with OpenAIOpenAI
- LogicBranch on warranty claim vs. routine visit
- ActionCreate claim on Monday warranty boardmonday.com
- OutputLog routine visit on main Monday boardmonday.com
What it does
This workflow reads each field memo for warranty signals — a failed part, a defect, a callback within the coverage window. OpenAI extracts the claim details and a confidence flag. Confirmed warranty issues are routed to a Monday warranty-tracking board with the part and failure details; routine visits are logged as normal job updates.
When to use it
Use it when missed warranty claims cost you money and you want field memos automatically screened so defect issues land on the right Monday board for the claims team, separate from everyday service notes.
How it works
- 1A new voice memo in the Drive folder triggers the run.
- 2ElevenLabs transcribes the audio.
- 3OpenAI extracts the report and a warranty determination with part name, failure mode, and confidence.
- 4A logic branch splits warranty claims from routine visits.
- 5Warranty claims create an item on the Monday warranty board with claim fields populated.
- 6Routine visits are written as a standard job update on the main board.
Set it up
What you configure once, before turning it on.
- 1Connect Google DriveDocs, sheets, slides, files.
- 2Connect ElevenLabsText-to-speech, voice cloning.
- 3Connect OpenAIModels, embeddings, files.
- 4Connect monday.comVisual work management for teams.
- 5Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 6Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 7Test, then turn it onRun once against a sample, confirm the output, then enable the trigger.
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This workflow drops into a full company template. Import the org, and this is one of the playbooks its agents run.

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