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.

CategoryOther
Enginesim
Difficultyadvanced
Triggerevent
Steps6
Setup~25 min

How it runs

The automated pipeline, trigger to output.

  • TriggerNew voice memo in Drive folderGoogle DriveGoogle Drive
  • ActionTranscribe audio with ElevenLabsElevenLabsElevenLabs
  • 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

  1. 1A new voice memo in the Drive folder triggers the run.
  2. 2ElevenLabs transcribes the audio.
  3. 3OpenAI extracts the report and a warranty determination with part name, failure mode, and confidence.
  4. 4A logic branch splits warranty claims from routine visits.
  5. 5Warranty claims create an item on the Monday warranty board with claim fields populated.
  6. 6Routine visits are written as a standard job update on the main board.

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.

Run this workflow in your colony.

14-day trial. No DevOps. No Sales call. Provisioned in under a minute.