SUMMARIZATION
Daily voice-note rollup into an Attio pipeline digest
On a nightly schedule, gathers the day's field voice notes, transcribes and summarizes each, rolls them into a per-deal digest.
How it runs
The automated pipeline, trigger to output.
- TriggerNightly schedule after business hours
- ActionCollect today's voice notes from DriveGoogle Drive
- ActionTranscribe each memo with ElevenLabsElevenLabs
- ActionSummarize and group by dealOpenAI
- ActionUpdate Attio deals with rollupAttio
- OutputEmail pipeline digest to managerGmail
What it does
Instead of processing voice notes one at a time, this workflow batches the whole day's recordings each night. It transcribes every memo, groups them by deal, summarizes movement on each opportunity, and writes a consolidated pipeline update to Attio so the morning standup has a clean picture of where every deal stands.
When to use it
Use it when you want a once-a-day pipeline pulse rather than real-time noise, and your reps record short memos throughout the day. Good for sales managers who run a morning review and want yesterday's field activity already digested.
How it works
- 1A nightly schedule fires after business hours.
- 2The workflow collects all voice notes added to cloud storage that day.
- 3ElevenLabs transcribes each recording in turn.
- 4OpenAI summarizes per memo and groups them by deal, noting stage changes and risks.
- 5The workflow updates each affected Attio deal with the rolled-up summary.
- 6A digest email goes to the sales manager listing every deal touched and what changed.
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 AttioReal-time CRM with structured data + powerful views.
- 5Connect GmailRead, draft, send, label.
- 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.
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