OTHER
Voice-note risk flagging into an Attio coaching queue
Transcribes each incoming rep voice note, scores it for deal risk and rep coaching signals, logs the activity to Attio.
How it runs
The automated pipeline, trigger to output.
- TriggerNew voice note in storageDropbox
- ActionTranscribe memo with ElevenLabsElevenLabs
- ActionScore risk and coaching signalsOpenAI
- ActionLog activity note to AttioAttio
- LogicGate: above risk/coaching threshold?
- OutputOpen manager review issue in LinearLinear
What it does
Beyond just logging notes, this workflow listens for trouble. It transcribes each rep voice memo, then uses an analysis step to score deal risk (price pushback, competitor mentions, stalling) and coaching signals (missed discovery, weak next step). It logs the activity to Attio and, when a memo crosses a risk threshold, opens a review item so managers can intervene early.
When to use it
Use it when you want field notes to double as an early-warning and coaching system, not just a record. Best for sales leaders managing reps remotely who cannot sit in on every call but want to catch at-risk deals and coachable moments.
How it works
- 1A new voice note arriving in storage triggers the run.
- 2ElevenLabs transcribes the memo.
- 3OpenAI scores it for deal risk and coaching signals and writes a structured summary.
- 4The workflow logs the activity note onto the matching Attio record regardless of score.
- 5A logic gate checks whether risk or coaching scores exceed the threshold.
- 6If they do, it creates a Linear issue in the manager review queue with the transcript excerpt and reason.
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.
- 5Connect LinearIssues, projects, cycles, triage.
- 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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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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