OTHER
Field rep voice memos into Attio activity log entries
Captures a field rep's voice memo uploaded after a meeting, transcribes it with ElevenLabs, extracts who they met and what happened.
How it runs
The automated pipeline, trigger to output.
- TriggerNew audio file in shared Dropbox folderDropbox
- ActionTranscribe memo with ElevenLabsElevenLabs
- ActionExtract company, contacts, and next stepsOpenAI
- ActionLook up company in AttioAttio
- LogicBranch: matched vs. needs manual linking
- OutputCreate structured activity note on Attio recordAttio
What it does
Field reps record a quick voice memo after each customer visit instead of typing notes. This workflow turns that audio into a clean, structured CRM activity: it transcribes the recording, pulls out the company name, contacts mentioned, and next steps, then logs a note on the right Attio record.
When to use it
Use it when your outside sales or success team works from phones in the field and CRM hygiene suffers because typing notes after every visit is friction. Good for territory reps, account managers, and implementation specialists who do back-to-back on-site meetings.
How it works
- 1A new audio file dropped in the team's shared folder fires the trigger.
- 2ElevenLabs transcribes the recording to text with speaker labels.
- 3OpenAI extracts structured fields: company name, attendees, meeting summary, sentiment, and follow-up actions.
- 4A lookup searches Attio for the company by the extracted name.
- 5A branch handles the no-match case by flagging for manual linking.
- 6The workflow creates a timestamped note on the matched Attio company with the summary and action items.
Set it up
What you configure once, before turning it on.
- 1Connect DropboxFiles and folders.
- 2Connect ElevenLabsText-to-speech, voice cloning.
- 3Connect OpenAIModels, embeddings, files.
- 4Connect AttioReal-time CRM with structured data + powerful views.
- 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.
Run this workflow in your colony.
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